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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$160M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$53.4M
3
LPL Financial
LPL Financial
California
+$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
+$23.9M
5
Wells Fargo
Wells Fargo
California
+$23.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$75.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.2M
3
GSWM
Golden State Wealth Management
California
-$3.99M
4
EWA
ERTS Wealth Advisors
Michigan
-$3.81M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Parallel Advisors
California
$49K +$202 +3 +0.4%
KPW
302
Kore Private Wealth
New York
$48K +$48K +706 New
TFGT
303
TS Financial Group (TSFG)
Illinois
$47K +$32.4K +475 +222%
DAM
304
Delta Asset Management
Tennessee
$47K +$47K +700 New
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.3K – – –
VRM
306
Vectors Research Management
New York
$38K +$38K +563 New
FEG
307
Financial Enhancement Group
Indiana
$36K – – –
AIC
308
Archer Investment Corporation
Indiana
$34K – – –
MPCG
309
Matrix Private Capital Group
New York
$31K +$31K +463 New
FFW
310
Fusion Family Wealth
New York
$29K – – –
RMAM
311
Raab & Moskowitz Asset Management
New Jersey
$29K +$29K +431 New
GWMIA
312
Global Wealth Management Investment Advisory
Florida
$27K – – –
HNB
313
Huntington National Bank
Ohio
$27K -$25K – –
VFA
314
Valeo Financial Advisors
Indiana
$27K +$480 +449 +2%
IA
315
Independence Advisors
Pennsylvania
$26K +$26K +382 New
DY
316
Dowling & Yahnke
California
$26K +$26K +387 New
CL
317
Cabana LLC
Arkansas
$23K +$23K +341 New
IA
318
IFP Advisors
Florida
$21K -$400K -6,127 -95%
GT
319
Glenmede Trust
Pennsylvania
$21K – – –
GEA
320
Glen Eagle Advisors
New Jersey
$20.3K +$20.3K +300 New
CIAS
321
Capital Investment Advisory Services
North Carolina
$20K -$2.93K -44 -13%
JHCP
322
Jackson Hole Capital Partners
Oklahoma
$17K – – –
LWA
323
Lenox Wealth Advisors
New York
$15K – – –
SIC
324
Samalin Investment Counsel
New York
$15K +$15K +229 New
CTC
325
Central Trust Company
Missouri
$14K -$14K -200 -50%
11 12
13
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