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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
LPL Financial
LPL Financial
California
+$34.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
AWM
AE Wealth Management
Kansas
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$144M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$27.7M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMP
251
Wealth Management Partners
Arizona
$851K +$569 +6 +0.1%
EWM
252
Endowment Wealth Management
Wisconsin
$835K +$49.8K +525 +6%
PI
253
PFG Investments
New York
$832K – – –
TA
254
Tiedemann Advisors
New York
$828K +$200K +2,098 +32%
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$818K +$133K +1,405 +19%
MGIA
256
Moneta Group Investment Advisors
Missouri
$818K +$67.2K +709 +9%
TC
257
Trilogy Capital
California
$800K -$36K -380 -4%
YIA
258
YHB Investment Advisors
Connecticut
$786K +$14.2K +150 +2%
SPIA
259
Steward Partners Investment Advisory
New York
$774K +$16.1K +170 +2%
OP
260
ORG Partners
Indiana
$768K -$1.24M -13,050 -62%
WT
261
Whittier Trust
California
$759K – – –
PIA
262
Perennial Investment Advisors
California
$755K -$2.66K -28 -0.4%
PFS
263
Prospera Financial Services
Texas
$745K +$11.5K +121 +2%
AMG
264
Asset Management Group
Connecticut
$735K +$7.97K +84 +1%
FHA
265
Flagship Harbor Advisors
Massachusetts
$732K -$39.2K -413 -5%
GA
266
GSG Advisors
New Jersey
$727K +$727K +7,671 New
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$721K – – –
WC
268
Weil Company
California
$717K – – –
KWM
269
Kingsview Wealth Management
Oregon
$714K +$333K +3,516 +88%
W
270
Wealthquest
Ohio
$713K +$95 +1 +0%
WANY
271
Wealthspire Advisors (New York)
New York
$705K +$499K +5,263 +243%
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$702K – – –
CFGS
273
Concourse Financial Group Securities
Alabama
$696K -$17.1K -180 -2%
QCM
274
Quantinno Capital Management
New York
$683K – – –
JWCA
275
J.W. Cole Advisors
Florida
$675K -$8.16K -86 -1%
9 10
11
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