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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
276
Talisman Wealth Advisors
New Jersey
$1.17M +$23.4K +178 +2%
VPIM
277
Vanguard Personalized Indexing Management
California
$1.16M -$54.2K -411 -4%
WMP
278
Wealth Management Partners
Arizona
$1.13M -$36.5K -277 -3%
CHJWM
279
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M +$2.37K +18 +0.2%
VCS
280
Vaughan & Co Securities
New Jersey
$1.13M -$3.03K -23 -0.3%
SCM
281
Sterling Capital Management
North Carolina
$1.12M +$1.12M +8,458 New
JWCA
282
J.W. Cole Advisors
Florida
$1.09M -$25.5K -193 -2%
BMCM
283
Burns Matteson Capital Management
New York
$1.08M – – –
VVP
284
Venture Visionary Partners
Ohio
$1.08M +$10.3K +78 +1%
EAM
285
Empirical Asset Management
Massachusetts
$1.07M +$39 +11 +0%
XF
286
XML Financial
Maryland
$1.06M +$25.2K +191 +2%
OAS
287
Optivise Advisory Services
Tennessee
$1.05M -$97.6K -740 -9%
JFGIW
288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.04M – – –
MMPW
289
Mitchell McLeod Pugh & Williams
Alabama
$1.03M +$1.58K +12 +0.2%
SF
290
Symphony Financial
Texas
$1.03M -$8.86K -68 -0.9%
ZB
291
Zions Bancorporation
Utah
$1.03M – – –
PI
292
PFG Investments
New York
$1.02M +$1.85K +14 +0.2%
MCA
293
Magnolia Capital Advisors
Mississippi
$1.01M -$10.2K -77 -1%
GFWA
294
Grey Fox Wealth Advisors
Delaware
$1.01M -$169K -1,280 -14%
ClearBridge Investments
295
ClearBridge Investments
New York
$1M +$537K +4,072 +115%
LNWWM
296
Laird Norton Wetherby Wealth Management
California
$1M – – –
TF
297
Trek Financial
Arizona
$998K +$53.7K +407 +6%
D
298
Diversified
Delaware
$973K +$92.7K +703 +11%
DE
299
Diversified Enterprises
Delaware
$973K +$973K +7,375 New
DP
300
Denver PWM
Colorado
$972K -$82.6K -626 -8%
10 11
12
13 14