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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

362 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
33
Increased
111
Reduced
136
Closed
33
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$19K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$141M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$85.9M
3
RAM
Riggs Asset Management
Pennsylvania
$6.98M
4
DA
Doliver Advisors
Texas
$18.2M
5
UBS Group
UBS Group
Switzerland
$266M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.36B
2
LPL Financial
LPL Financial
California
$1.02B
3
TI
tru Independence
Oregon
$1.04M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$463M
5
Morgan Stanley
Morgan Stanley
New York
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
276
Cullen/Frost Bankers
Texas
$151K -$60K -750 -28%
AWM
277
Avior Wealth Management
Nebraska
$142K -$264K -3,317 -65%
BA
278
Ballast Advisors
Minnesota
$141K – – –
HNB
279
Huntington National Bank
Ohio
$129K -$192K – –
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$128K – – –
MMG
281
Monetary Management Group
Missouri
$128K – – –
S
282
SignatureFD
Georgia
$122K +$38.1K +477 +45%
EIP
283
Ellis Investment Partners
Pennsylvania
$121K – – –
ETI
284
Enterprise Trust & Investment
California
$120K – – –
CA
285
Clearstead Advisors
Ohio
$111K – – –
SFG
286
Sowa Financial Group
Rhode Island
$104K – – –
EW
287
Evoke Wealth
California
$98K – – –
AF
288
Advisornet Financial
Minnesota
$96K -$1.29M -16,105 -93%
EW
289
Element Wealth
Mississippi
$95K +$319 +4 +0.3%
CHA
290
Carmichael Hill & Associates
Maryland
$94K – – –
GI
291
Gradient Investments
Minnesota
$91K +$7.35K +92 +9%
CCM
292
Covington Capital Management
California
$87K – – –
FHC
293
First Horizon Corporation
Tennessee
$83K +$83K +1,041 New
KPCM
294
Kings Point Capital Management
New York
$80K – – –
AAP
295
Arax Advisory Partners
Colorado
$76K +$160 +2 +0.2%
IWP
296
IAG Wealth Partners
Wisconsin
$75K – – –
GAM
297
Gemmer Asset Management
California
$72K – – –
ZB
298
Zions Bancorporation
Utah
$67K – – –
JGIA
299
Jackson Grant Investment Advisers
Connecticut
$67K +$80 +1 +0.1%
FP
300
Financial Perspectives
Minnesota
$66.1K +$80 +1 +0.1%
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12
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