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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
LPL Financial
California
$1.32B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.15B
2
DA
Doliver Advisors
Texas
$58M
3
BlackRock
BlackRock
New York
$50.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$557M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
301
Armbruster Capital Management
New York
$297K – – –
PWM
302
PRW Wealth Management
Massachusetts
$296K -$115K -1,126 -28%
NAS
303
Nicolet Advisory Services
Wisconsin
$294K – – –
AFC
304
AFT Forsyth & Company
Florida
$291K – – –
VWA
305
V Wealth Advisors
Kansas
$290K -$152K -1,486 -34%
NFG
306
Nations Financial Group
Iowa
$290K +$290K +2,829 New
IFS
307
Ifrah Financial Services
Arkansas
$289K -$4.71K -46 -2%
AP
308
Adero Partners
California
$286K – – –
WPP
309
Whalerock Point Partners
Rhode Island
$280K – – –
AA
310
Ancora Advisors
Ohio
$280K – – –
SIM
311
Stratos Investment Management
Ohio
$280K +$280K +2,734 New
PA
312
Parallel Advisors
California
$279K +$46.2K +451 +20%
PCIA
313
Prime Capital Investment Advisors
Kansas
$275K -$72.8K -710 -21%
BIA
314
Biondo Investment Advisors
Pennsylvania
$275K -$8.19K -80 -3%
FANJ
315
Financial Architects (New Jersey)
New Jersey
$275K – – –
CWM
316
Calamos Wealth Management
Illinois
$273K +$48.6K +475 +22%
EI
317
Ellevest Inc
New York
$272K – – –
KFS
318
Kaizen Financial Strategies
California
$272K +$272K +2,661 New
SAM
319
Silvercrest Asset Management
New York
$269K +$512 +5 +0.2%
NL
320
NWAM LLC
Washington
$267K +$267K +2,605 New
BPC
321
Banque Pictet & Cie
Switzerland
$266K +$266K +2,600 New
PNAA
322
Pictet North America Advisors
Switzerland
$266K +$266K +2,600 New
WBC
323
West Branch Capital
Massachusetts
$258K -$10.2K -99 -4%
SMH
324
Sanders Morris Harris
Texas
$256K +$256K +2,502 New
PMFA
325
Plante Moran Financial Advisors
Michigan
$253K – – –
11 12
13
14 15