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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

678 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+40
Holders Change %
+6.27%
% of All Funds
9.86%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
88
Increased
226
Reduced
203
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$213M
2
Morgan Stanley
Morgan Stanley
New York
+$171M
3
LPL Financial
LPL Financial
California
+$91.8M
4
CFG
Citizens Financial Group
Rhode Island
+$81.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$26.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$113M
2
CP
Coho Partners
Pennsylvania
-$21.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.3M
4
HighTower Advisors
HighTower Advisors
Illinois
-$9.94M
5
BlackRock
BlackRock
New York
-$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$1.32M -$4.17M -32,740 -76%
PAS
252
Park Avenue Securities
New York
$1.32M +$543K +4,262 +70%
OC
253
Oppenheimer & Co
New York
$1.3M +$21.4K +168 +2%
PA
254
Parallel Advisors
California
$1.3M +$5.23K +41 +0.4%
BCI
255
Brinker Capital Investments
Pennsylvania
$1.3M -$18K -141 -1%
OPS
256
Orion Portfolio Solutions
Nebraska
$1.3M -$18K -141 -1%
LOIM
257
Liberty One Investment Management
Illinois
$1.3M +$566K +4,441 +78%
P
258
&Partners
Tennessee
$1.29M +$725K +5,684 +128%
CB
259
Commerce Bank
Missouri
$1.26M – – –
PIA
260
Perennial Investment Advisors
California
$1.24M +$261K +2,045 +27%
YIA
261
YHB Investment Advisors
Connecticut
$1.24M +$115K +899 +10%
RSWA
262
Robinson Smith Wealth Advisors
Maine
$1.22M +$3.44K +27 +0.3%
KA
263
Kovack Advisors
Florida
$1.21M +$1.21M +9,482 New
NFG
264
Nations Financial Group
Iowa
$1.19M +$481K +3,773 +68%
GA
265
GSG Advisors
New Jersey
$1.19M +$514 +4 +0%
VPIM
266
Vanguard Personalized Indexing Management
California
$1.17M +$567K +4,444 +93%
CFS
267
Coordinated Financial Services
Colorado
$1.16M -$95.4K -748 -8%
MGIA
268
Moneta Group Investment Advisors
Missouri
$1.16M +$184K +1,446 +19%
GFWA
269
Grey Fox Wealth Advisors
Delaware
$1.13M -$637 -5 -0.1%
WMP
270
Wealth Management Partners
Arizona
$1.13M -$11.5K -90 -1%
PPW
271
Presilium Private Wealth
Pennsylvania
$1.12M -$76.9K -603 -6%
TWA
272
Talisman Wealth Advisors
New Jersey
$1.11M +$10.6K +83 +1%
SPIA
273
Steward Partners Investment Advisory
New York
$1.11M +$50.6K +397 +5%
WFA
274
Wellspring Financial Advisors
Ohio
$1.11M +$1.11M +8,702 New
OAS
275
Optivise Advisory Services
Tennessee
$1.11M +$1.11M +8,683 New
9 10
11
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