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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
LPL Financial
LPL Financial
California
+$34.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
AWM
AE Wealth Management
Kansas
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$144M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$27.7M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFMG
276
Sage Financial Management Group
Virginia
$670K +$670K +7,070 New
IC
277
Inscription Capital
Texas
$664K – – –
CW
278
CIC Wealth
Maryland
$663K – – –
EIA
279
Eldridge Investment Advisors
New Hampshire
$662K -$23.3K -246 -3%
GIA
280
Gladstone Institutional Advisory
Florida
$645K +$7.11K +75 +1%
9WM
281
9258 Wealth Management
Ohio
$642K -$5.69K -60 -0.9%
MMPW
282
Mitchell McLeod Pugh & Williams
Alabama
$640K +$37.9K +400 +6%
AssetMark Inc
283
AssetMark Inc
California
$629K -$551K -5,815 -47%
SCM
284
Seascape Capital Management
New Hampshire
$628K -$664 -7 -0.1%
VHAM
285
Van Hulzen Asset Management
California
$628K +$9.76K +103 +2%
ACG
286
Allen Capital Group
Nebraska
$619K -$6.47K -68 -1%
Franklin Resources
287
Franklin Resources
California
$600K – – –
AWM
288
Apollon Wealth Management
South Carolina
$596K -$295K -3,112 -33%
VWA
289
Visionary Wealth Advisors
Illinois
$588K -$20.2K -213 -3%
DSA
290
Droms Strauss Advisors
Missouri
$588K – – –
MCM
291
MAI Capital Management
Ohio
$576K +$50.5K +533 +10%
FFP
292
FourThought Financial Partners
Florida
$571K +$34.8K +367 +6%
PJSIMP
293
P.J. Schmidt Investment Management (PJS)
Wisconsin
$571K – – –
IC
294
IEQ Capital
California
$567K – – –
SM
295
Sweeney & Michel
California
$565K +$2.13K +22 +0.4%
FA
296
FC Advisory
Pennsylvania
$562K – – –
NFG
297
Nations Financial Group
Iowa
$562K -$19.9K -210 -3%
IWS
298
Insight Wealth Strategies
California
$557K -$53.7K -566 -9%
LRIA
299
Leonard Rickey Investment Advisors
Washington
$554K -$34.9K -368 -6%
WFAG
300
Wescott Financial Advisory Group
Pennsylvania
$553K – – –
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