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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
276
Flow Traders U.S.
New York
$580K +$580K +6,531 New
Bank of New York Mellon
277
Bank of New York Mellon
New York
$579K -$35.9M -404,384 -98%
VWA
278
Visionary Wealth Advisors
Illinois
$577K -$11.6K -131 -2%
IWS
279
Insight Wealth Strategies
California
$571K +$1.07K +12 +0.2%
Bank of Montreal
280
Bank of Montreal
Ontario, Canada
$568K +$94.8K +1,067 +20%
WFAG
281
Wescott Financial Advisory Group
Pennsylvania
$567K -$10.5K -118 -2%
MMPW
282
Mitchell McLeod Pugh & Williams
Alabama
$563K – – –
Franklin Resources
283
Franklin Resources
California
$562K +$546K +6,146 +3,358%
KeyBank National Association
284
KeyBank National Association
Ohio
$558K +$558K +6,289 New
SOS
285
Silver Oak Securities
Tennessee
$553K +$553K +6,234 New
TPWA
286
TRUE Private Wealth Advisors
Oregon
$552K +$444 +5 +0.1%
ACG
287
Allen Capital Group
Nebraska
$550K +$550K +6,194 New
SM
288
Sweeney & Michel
California
$549K +$549K +5,836 New
DSA
289
Droms Strauss Advisors
Missouri
$549K +$1.69K +19 +0.3%
Citigroup
290
Citigroup
New York
$545K -$21.7K -245 -4%
CAG
291
Csenge Advisory Group
Florida
$544K +$544K +6,128 New
PJSIMP
292
P.J. Schmidt Investment Management (PJS)
Wisconsin
$536K – – –
TA
293
Tiedemann Advisors
New York
$533K +$31.2K +352 +6%
IC
294
IEQ Capital
California
$530K -$23.3K -262 -4%
FA
295
FC Advisory
Pennsylvania
$525K +$35.1K +395 +7%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$516K -$3.17M -35,756 -86%
EAM
297
Empirical Asset Management
Massachusetts
$516K -$533 -6 -0.1%
MFA
298
Millington Financial Advisors
Illinois
$513K +$444 +5 +0.1%
HPM
299
Hoxton Planning & Management
West Virginia
$513K -$142K -1,598 -22%
BBP
300
Banco BTG Pactual
Brazil
$510K +$510K +5,683 New
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