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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
ORI
276
Oak Ridge Investments
Illinois
$586K +$220K +1,898 +60%
LNWWM
277
Laird Norton Wetherby Wealth Management
California
$584K +$2.43K +21 +0.4%
WCG
278
Weaver Consulting Group
California
$577K +$19.4K +168 +3%
HFA
279
High Falls Advisors
New York
$569K – – –
TC
280
TownSquare Capital
Utah
$564K +$110K +948 +24%
BFA
281
Beaumont Financial Advisors
Massachusetts
$555K -$21.8K -189 -4%
DJSG
282
D.J. St. Germain
Massachusetts
$554K -$60.7K -525 -10%
CAG
283
Csenge Advisory Group
Florida
$552K -$35.6K -351 -6%
National Bank of Canada
284
National Bank of Canada
Quebec, Canada
$540K +$540K +4,672 New
ASN
285
Advisory Services Network
Georgia
$534K +$69.9K +604 +15%
IFS
286
Ifrah Financial Services
Arkansas
$532K +$206K +1,783 +63%
KPWS
287
Kestra Private Wealth Services
Texas
$530K +$4.74K +41 +0.9%
SSCA
288
South Shore Capital Advisors
Massachusetts
$528K +$116 +1 +0%
ACA
289
Ackerman Capital Advisors
Texas
$527K -$11.9K -103 -2%
EWM
290
Endurance Wealth Management
Rhode Island
$526K – – –
AAS
291
Ameritas Advisory Services
Nebraska
$517K +$517K +4,469 New
GG
292
GenWealth Group
New Jersey
$508K -$3.58K -31 -0.7%
GWCM
293
Godshalk Welsh Capital Management
Pennsylvania
$508K – – –
GWM
294
Geneos Wealth Management
Colorado
$508K +$25.4K +220 +5%
LIM
295
Leavell Investment Management
Alabama
$499K – – –
LW
296
Linscomb Wealth
Texas
$497K -$130K -1,128 -21%
PG
297
Patten Group
Tennessee
$490K +$19.9K +172 +4%
MWA
298
Meridian Wealth Advisors
Texas
$471K – – –
AWP
299
Accretive Wealth Partners
New Jersey
$469K +$469K +4,057 New
SCM
300
SOL Capital Management
Maryland
$466K +$15K +130 +3%
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