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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
251
Brinker Capital Investments
Pennsylvania
$1.21M -$40.7K -347 -3%
OPS
252
Orion Portfolio Solutions
Nebraska
$1.21M -$40.7K -347 -3%
HSWM
253
Hubbell Strickland Wealth Management
Louisiana
$1.21M +$1.89K +16 +0.2%
PA
254
Parallel Advisors
California
$1.19M +$124K +1,056 +12%
OC
255
Oppenheimer & Co
New York
$1.18M +$10.8K +92 +0.9%
CFS
256
Coordinated Financial Services
Colorado
$1.16M +$1.16M +9,884 New
CB
257
Commerce Bank
Missouri
$1.15M -$145K -1,240 -11%
MWM
258
Meridian Wealth Management
Kentucky
$1.12M -$81K -691 -7%
JWCA
259
J.W. Cole Advisors
Florida
$1.12M +$272K +2,317 +32%
RSWA
260
Robinson Smith Wealth Advisors
Maine
$1.12M – – –
PPW
261
Presilium Private Wealth
Pennsylvania
$1.1M -$113K -963 -9%
CHJWM
262
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.1M -$97.7K -870 -8%
SW
263
SVB Wealth
Massachusetts
$1.09M -$16.4K -140 -1%
SF
264
Symphony Financial
Texas
$1.09M -$4.18M -35,629 -79%
GA
265
GSG Advisors
New Jersey
$1.08M +$151K +1,294 +16%
TC
266
Trilogy Capital
California
$1.06M -$22.6K -193 -2%
RJT
267
Raymond James Trust
Florida
$1.06M -$129K -1,098 -11%
WMP
268
Wealth Management Partners
Arizona
$1.05M +$586 +5 +0.1%
GFWA
269
Grey Fox Wealth Advisors
Delaware
$1.04M -$24.7K -211 -2%
YIA
270
YHB Investment Advisors
Connecticut
$1.03M +$27K +230 +3%
BMCM
271
Burns Matteson Capital Management
New York
$1.02M -$47.9K -409 -4%
VCS
272
Vaughan & Co Securities
New Jersey
$1.02M -$86.4K -737 -8%
TWA
273
Talisman Wealth Advisors
New Jersey
$1.01M -$22.2K -189 -2%
TCBWMS
274
Texas Capital Bank Wealth Management Services
Texas
$1.01M -$349K -2,981 -26%
RWA
275
Redhawk Wealth Advisors
Minnesota
$1M -$2.14M -18,294 -68%
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