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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$976K -$2.46K -21 -0.3%
MCM
277
Mitchell Capital Management
Kansas
$969K -$7.1M -60,548 -88%
VVP
278
Venture Visionary Partners
Ohio
$967K -$95.9K -818 -9%
SOS
279
Silver Oak Securities
Tennessee
$955K +$955K +8,144 New
DP
280
Denver PWM
Colorado
$942K -$90K -777 -9%
WT
281
Whittier Trust
California
$938K – – –
JFGIW
282
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$17.6K -150 -2%
MMPW
283
Mitchell McLeod Pugh & Williams
Alabama
$916K +$102K +866 +12%
ZB
284
Zions Bancorporation
Utah
$915K +$694K +5,921 +314%
AMG
285
Asset Management Group
Connecticut
$915K +$1.17K +10 +0.1%
PIA
286
Perennial Investment Advisors
California
$903K -$24.7K -211 -3%
PI
287
PFG Investments
New York
$903K -$107K -911 -11%
XF
288
XML Financial
Maryland
$901K +$352 +3 +0%
MGIA
289
Moneta Group Investment Advisors
Missouri
$899K -$152K -1,296 -14%
LNWWM
290
Laird Norton Wetherby Wealth Management
California
$891K – – –
W
291
Wealthquest
Ohio
$869K -$13.8K -118 -2%
TPWA
292
Twin Peaks Wealth Advisors
California
$847K -$83.8K -715 -9%
TF
293
Trek Financial
Arizona
$840K -$157K -1,342 -16%
VHAM
294
Van Hulzen Asset Management
California
$831K +$62.5K +533 +8%
WC
295
Waterloo Capital
Texas
$823K -$83.4K -712 -9%
IC
296
Inscription Capital
Texas
$820K – – –
EIA
297
Eldridge Investment Advisors
New Hampshire
$819K +$117 +1 +0%
TPW
298
TL Private Wealth
Texas
$813K -$557K -4,765 -41%
UIA
299
Ulland Investment Advisors
Minnesota
$808K -$106K -905 -12%
CFGS
300
Concourse Financial Group Securities
Alabama
$804K +$30.6K +261 +4%
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