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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETI
276
Enterprise Trust & Investment
California
$86K – – –
KPW
277
Kore Private Wealth
New York
$86K +$45.5K +792 +112%
EIP
278
Ellis Investment Partners
Pennsylvania
$83K – – –
CA
279
Clearstead Advisors
Ohio
$79K +$79K +1,385 New
EWM
280
EPG Wealth Management
Georgia
$74K -$205K -3,591 -73%
SFG
281
Sowa Financial Group
Rhode Island
$74K – – –
EW
282
Evoke Wealth
California
$69.7K +$69.7K +1,220 New
OPS
283
Orion Portfolio Solutions
Nebraska
$68K +$9.86K +173 +17%
CHA
284
Carmichael Hill & Associates
Maryland
$67K -$1.25K -22 -2%
S
285
SignatureFD
Georgia
$61K +$5.06K +89 +9%
KFI
286
Key Financial Inc
Pennsylvania
$58K +$58K +997 New
AAP
287
Arax Advisory Partners
Colorado
$54K – – –
IWP
288
IAG Wealth Partners
Wisconsin
$54K – – –
TFS
289
TrustCore Financial Services
Tennessee
$54K +$2.17K +38 +4%
GAM
290
Gemmer Asset Management
California
$52K +$52K +904 New
OAM
291
Oppenheimer Asset Management
New York
$51K -$2.1M -36,882 -98%
JGIA
292
Jackson Grant Investment Advisers
Connecticut
$51K +$1.02K +18 +2%
CCM
293
Covington Capital Management
California
$50K – – –
FP
294
Financial Perspectives
Minnesota
$43.7K +$114 +2 +0.3%
PA
295
Parallel Advisors
California
$41K +$56 +1 +0.1%
DAM
296
Delta Asset Management
Tennessee
$40K – – –
TFGT
297
TS Financial Group (TSFG)
Illinois
$39K – – –
VRM
298
Vectors Research Management
New York
$38K +$5.73K +100 +18%
FEG
299
Financial Enhancement Group
Indiana
$30K – – –
AIC
300
Archer Investment Corporation
Indiana
$27K – – –
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