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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.3K -$8.56K -150 -25%
CAAS
302
Capital Asset Advisory Services
Michigan
$26K -$149K -2,294 -85%
MPCG
303
Matrix Private Capital Group
New York
$26K – – –
VFA
304
Valeo Financial Advisors
Indiana
$25K -$26 -26 -0.1%
FFW
305
Fusion Family Wealth
New York
$25K – – –
FRA
306
Front Row Advisors
California
$25K +$13.3K +203 +113%
CS
307
Capital Square
Tennessee
$24K +$24K +415 New
TRCT
308
Tower Research Capital (TRC)
New York
$23K -$927K -16,124 -98%
LPWM
309
Lake Point Wealth Management
Texas
$23K +$16.3K +290 +242%
GWMIA
310
Global Wealth Management Investment Advisory
Florida
$22K – – –
IA
311
Independence Advisors
Pennsylvania
$22K – – –
HNB
312
Huntington National Bank
Ohio
$21K -$27K – –
GT
313
Glenmede Trust
Pennsylvania
$21K – – –
IA
314
IFP Advisors
Florida
$18K – – –
GEA
315
Glen Eagle Advisors
New Jersey
$17.1K – – –
CIAS
316
Capital Investment Advisory Services
North Carolina
$17K – – –
JHCP
317
Jackson Hole Capital Partners
Oklahoma
$14K – – –
ADL
318
Asset Dedication LLC
California
$14K +$7.92K +138 +130%
CAW
319
Cornerstone Advisors (Washington)
Washington
$12K – – –
LWA
320
Lenox Wealth Advisors
New York
$12K – – –
PFO
321
Pathstone Family Office
New Jersey
$12K +$12K +215 New
VCP
322
Verus Capital Partners
Arizona
$11K – – –
AssetMark Inc
323
AssetMark Inc
California
$11K +$11K +190 New
RCA
324
Ranch Capital Advisors
Florida
$9K – – –
GCM
325
Gables Capital Management
Florida
$9K +$9K +154 New
11 12
13
14 15