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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
3
Bank of America
Bank of America
North Carolina
+$51.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$44.4M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$39.8M

Top Sellers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$47.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$24.7M
3
AWM
AE Wealth Management
Kansas
-$12.6M
4
AAMA
Advanced Asset Management Advisors
Ohio
-$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
251
Orion Portfolio Solutions
Nebraska
$1.1M -$204K -1,982 -16%
BCI
252
Brinker Capital Investments
Pennsylvania
$1.1M -$204K -1,982 -16%
BFWA
253
Benchmark Financial Wealth Advisors
Florida
$1.09M +$25.7K +247 +2%
PPW
254
Presilium Private Wealth
Pennsylvania
$1.08M +$3.54K +34 +0.3%
KFGK
255
Keystone Financial Group (Kentucky)
Kentucky
$1.08M -$206K -1,975 -16%
MWM
256
Meridian Wealth Management
Kentucky
$1.07M -$1.05M -10,129 -50%
ORI
257
Oak Ridge Investments
Illinois
$1.06M +$824K +7,912 +343%
HSWM
258
Hubbell Strickland Wealth Management
Louisiana
$1.06M +$9.79K +94 +0.9%
RJT
259
Raymond James Trust
Florida
$1.06M +$480K +4,615 +83%
Millennium Management
260
Millennium Management
New York
$1.04M +$609K +5,846 +141%
OC
261
Oppenheimer & Co
New York
$1.04M +$31.3K +301 +3%
FFN
262
Focus Financial Network
Minnesota
$1.01M +$1.01M +9,674 New
RSWA
263
Robinson Smith Wealth Advisors
Maine
$991K +$991K +9,515 New
SW
264
SVB Wealth
Massachusetts
$986K +$422K +4,053 +75%
VCS
265
Vaughan & Co Securities
New Jersey
$985K -$22.7K -218 -2%
TC
266
Trilogy Capital
California
$962K +$83.8K +805 +10%
BMCM
267
Burns Matteson Capital Management
New York
$952K -$33.4K -321 -3%
PA
268
Parallel Advisors
California
$950K -$16.1K -155 -2%
EWM
269
Endowment Wealth Management
Wisconsin
$949K +$32.2K +309 +4%
GFWA
270
Grey Fox Wealth Advisors
Delaware
$949K -$116K -1,116 -11%
VVP
271
Venture Visionary Partners
Ohio
$944K -$11.8K -113 -1%
MGIA
272
Moneta Group Investment Advisors
Missouri
$933K +$35.6K +342 +4%
WMP
273
Wealth Management Partners
Arizona
$932K -$2.39K -23 -0.3%
TWA
274
Talisman Wealth Advisors
New Jersey
$920K -$113K -1,088 -11%
DP
275
Denver PWM
Colorado
$902K -$69.5K -687 -7%
9 10
11
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