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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$710K – – –
AMG
252
Asset Management Group
Connecticut
$700K +$2.13K +24 +0.3%
PIA
253
Perennial Investment Advisors
California
$699K +$699K +7,871 New
MGIA
254
Moneta Group Investment Advisors
Missouri
$697K +$26.2K +295 +4%
PFS
255
Prospera Financial Services
Texas
$694K +$210K +2,362 +43%
TRCT
256
Tower Research Capital (TRC)
New York
$692K +$692K +7,797 New
LNWWM
257
Laird Norton Wetherby Wealth Management
California
$675K – – –
CT
258
Colonial Trust
South Carolina
$672K +$657K +7,401 +4,328%
WC
259
Weil Company
California
$672K – – –
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$670K +$631K +7,106 +1,608%
JFGIW
261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$670K -$1.12M -12,623 -63%
W
262
Wealthquest
Ohio
$667K -$21.8K -246 -3%
NW
263
NewEdge Wealth
Pennsylvania
$641K +$641K +7,218 New
EWM
264
Endowment Wealth Management
Wisconsin
$640K +$122K +1,384 +24%
HI
265
Harbour Investments
Wisconsin
$633K +$444 +5 +0.1%
EIA
266
Eldridge Investment Advisors
New Hampshire
$632K +$178 +2 +0%
WFAG
267
Worth Financial Advisory Group
North Carolina
$628K – – –
IC
268
Inscription Capital
Texas
$621K – – –
CW
269
CIC Wealth
Maryland
$621K – – –
GWM
270
GDS Wealth Management
Texas
$619K -$330K -3,722 -35%
NFG
271
Nations Financial Group
Iowa
$613K +$40.9K +461 +7%
9WM
272
9258 Wealth Management
Ohio
$612K -$4.44K -50 -0.7%
VHAM
273
Van Hulzen Asset Management
California
$600K +$46.5K +524 +8%
Marshall Wace
274
Marshall Wace
United Kingdom
$598K +$598K +6,740 New
LRIA
275
Leonard Rickey Investment Advisors
Washington
$580K -$32K -361 -5%
9 10
11
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