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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$160M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$53.4M
3
LPL Financial
LPL Financial
California
+$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
+$23.9M
5
Wells Fargo
Wells Fargo
California
+$23.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$75.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.2M
3
GSWM
Golden State Wealth Management
California
-$3.99M
4
EWA
ERTS Wealth Advisors
Michigan
-$3.81M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
276
Monetary Management Group
Missouri
$108K -$3.38K -50 -3%
PCG
277
Private Capital Group
Connecticut
$104K -$142K -2,094 -58%
EIP
278
Ellis Investment Partners
Pennsylvania
$104K – – –
NFG
279
Next Financial Group
Texas
$102K +$25.2K +372 +33%
ETI
280
Enterprise Trust & Investment
California
$101K – – –
AIC
281
Ameritas Investment Company
Nebraska
$96K +$24.3K +361 +34%
SFG
282
Sowa Financial Group
Rhode Island
$88K +$88K +1,300 New
TI
283
tru Independence
Oregon
$88K +$88K +1,536 New
FANJ
284
Financial Architects (New Jersey)
New Jersey
$85K +$85K +1,259 New
AF
285
Advisornet Financial
Minnesota
$81K – – –
CHA
286
Carmichael Hill & Associates
Maryland
$81K +$81K +1,201 New
OPS
287
Orion Portfolio Solutions
Nebraska
$69K +$69K +1,020 New
KPCM
288
Kings Point Capital Management
New York
$68K +$68K +1,000 New
ZB
289
Zions Bancorporation
Utah
$68K +$68K +1,009 New
S
290
SignatureFD
Georgia
$67K +$13.5K +199 +25%
GI
291
Gradient Investments
Minnesota
$66K +$54.7K +815 +485%
CB
292
CNB Bank
Pennsylvania
$65K – – –
AAP
293
Arax Advisory Partners
Colorado
$64K +$476 +7 +0.7%
IWP
294
IAG Wealth Partners
Wisconsin
$64K +$64K +934 New
TFS
295
TrustCore Financial Services
Tennessee
$61K – – –
CCM
296
Covington Capital Management
California
$60K – – –
JGIA
297
Jackson Grant Investment Advisers
Connecticut
$60K – – –
BEI
298
Benjamin Edwards Inc
Missouri
$60K +$1.35K +20 +2%
TT
299
TI-Trust
Illinois
$53K +$53K +777 New
FP
300
Financial Perspectives
Minnesota
$51.7K +$51.7K +764 New
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12
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