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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$135M
2
Morgan Stanley
Morgan Stanley
New York
+$101M
3
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
+$34.1M
4
MWM
Modera Wealth Management
New Jersey
+$21.3M
5
PBF
Petix & Botte Financial
California
+$12.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$51M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$44.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$40.8M
4
RJA
Raymond James & Associates
Florida
-$25.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRCM
301
Corbett Road Capital Management
Virginia
$424K +$20.1K +190 +5%
BF
302
BOK Financial
Oklahoma
$420K +$2.85K +27 +0.7%
AFG
303
Albion Financial Group
Utah
$402K -$301K -2,847 -43%
BEI
304
Benjamin Edwards Inc
Missouri
$402K +$27.2K +257 +7%
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$398K -$95K -900 -19%
IFAM
306
Institutional & Family Asset Management
Colorado
$395K – – –
SCM
307
SOL Capital Management
Maryland
$387K -$39.1K -370 -9%
SIM
308
Sadoff Investment Management
Wisconsin
$383K +$383K +3,629 New
PAS
309
Park Avenue Securities
New York
$382K -$34.6K -327 -8%
WSFS
310
Wilmington Savings Fund Society
Delaware
$380K – – –
ODIJL
311
One Day In July LLC
Vermont
$366K -$6.24K -59 -2%
EWM
312
Endowment Wealth Management
Wisconsin
$366K +$58.3K +552 +19%
PA
313
PSI Advisors
Florida
$365K +$106 +1 +0%
PWA
314
Peterson Wealth Advisors
Utah
$353K -$7.5K -71 -2%
LTL
315
Lowery Thomas LLC
California
$351K +$351K +3,319 New
SWA
316
Stratos Wealth Advisors
Ohio
$349K -$6.34M -59,969 -95%
RJT
317
Raymond James Trust
Florida
$348K -$455K -4,310 -57%
BIA
318
Biondo Investment Advisors
Pennsylvania
$346K +$28.6K +271 +9%
VWA
319
V Wealth Advisors
Kansas
$343K +$43.5K +412 +15%
LJAC
320
L.J. Altfest & Co
New York
$338K – – –
OC
321
Oarsman Capital
Wisconsin
$336K – – –
SWM
322
SeaCrest Wealth Management
New York
$333K -$26.4K -250 -7%
MA
323
MONECO Advisors
Connecticut
$333K – – –
CCA
324
Cobblestone Capital Advisors
New York
$331K -$26.4K -250 -7%
SCM
325
Seascape Capital Management
New Hampshire
$330K -$64.9K -613 -16%
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