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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

456 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
7.96%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
138
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.14B
2
LPL Financial
LPL Financial
California
$1.28B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$138M
4
DA
Doliver Advisors
Texas
$71.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$220M

Top Sellers

1
BL
Balentine LLC
Georgia
$13K
2
PPA
Parametric Portfolio Associates
Washington
$351K
3
AWM
AE Wealth Management
Kansas
$10.1M
4
VC
Veracity Capital
Georgia
$18.1M
5
FP
Financial Perspectives
Minnesota
$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
301
Biondo Investment Advisors
Pennsylvania
$279K +$5.04K +50 +2%
HAS
302
HBW Advisory Services
California
$278K +$278K +2,750 New
WPP
303
Whalerock Point Partners
Rhode Island
$276K – – –
AA
304
Ancora Advisors
Ohio
$276K -$15K -148 -5%
FANJ
305
Financial Architects (New Jersey)
New Jersey
$271K +$23.4K +232 +9%
VAM
306
Verity Asset Management
North Carolina
$269K -$22.7K -225 -8%
EI
307
Ellevest Inc
New York
$268K – – –
SAM
308
Silvercrest Asset Management
New York
$265K +$404 +4 +0.2%
HWMA
309
Heritage Wealth Management (Arizona)
Arizona
$264K -$7.77K -77 -3%
WBC
310
West Branch Capital
Massachusetts
$264K -$202 -2 -0.1%
BO
311
Bank OZK
Arkansas
$258K – – –
PMFA
312
Plante Moran Financial Advisors
Michigan
$249K -$30.2K -299 -11%
MC
313
Moors & Cabot
Massachusetts
$246K +$4.35K +43 +2%
ClearBridge Investments
314
ClearBridge Investments
New York
$245K +$245K +2,423 New
CS
315
Comerica Securities
Michigan
$243K – – –
BCA
316
Bay Colony Advisors
Massachusetts
$242K -$3.03K -30 -1%
AA
317
Alesco Advisors
New York
$242K – – –
FMN
318
Financial Management Network
California
$235K – – –
PA
319
Parallel Advisors
California
$230K +$28.6K +283 +14%
AllianceBernstein
320
AllianceBernstein
Tennessee
$228K – – –
GWSG
321
GPS Wealth Strategies Group
Colorado
$228K +$15.9K +157 +7%
HHGA
322
Halbert Hargrove Global Advisors
California
$226K +$303 +3 +0.1%
FFA
323
Freedman Financial Associates
Massachusetts
$223K -$50.4K -500 -18%
DC
324
Davenport & Co
Virginia
$223K +$223K +2,206 New
CWM
325
Calamos Wealth Management
Illinois
$222K +$222K +2,194 New
11 12
13
14 15