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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$272M
2
Morgan Stanley
Morgan Stanley
New York
+$40.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$18.7M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$118M
2
IWS
Insight Wealth Strategies
California
-$17.1M
3
CG
Colony Group
Massachusetts
-$15.7M
4
MAM
Madison Asset Management
Wisconsin
-$14.1M
5
GM
GeoWealth Management
Illinois
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
301
Leavell Investment Management
Alabama
$361K – – –
FCCM
302
First City Capital Management
Georgia
$359K +$84 +1 +0%
LW
303
Linscomb Wealth
Texas
$354K -$5.19K -62 -1%
GWM
304
Geneos Wealth Management
Colorado
$344K +$84 +1 +0%
MWA
305
Meridian Wealth Advisors
Texas
$341K – – –
BTWM
306
Baker Tilly Wealth Management
Wisconsin
$335K -$55.8K -666 -14%
ODIJL
307
One Day In July LLC
Vermont
$325K +$35.4K +423 +12%
MA
308
Mutual Advisors
Nebraska
$324K -$20.5K -245 -6%
WA
309
Wealth Alliance
New York
$319K -$161K -1,928 -34%
AFG
310
Albion Financial Group
Utah
$319K – – –
MFG
311
Merit Financial Group
Georgia
$317K +$317K +3,789 New
SCM
312
SOL Capital Management
Maryland
$315K +$8.79K +105 +3%
BIA
313
Biondo Investment Advisors
Pennsylvania
$315K +$41.4K +495 +15%
DWM
314
Defined Wealth Management
Oregon
$314K +$314K +3,750 New
IFAM
315
Institutional & Family Asset Management
Colorado
$313K – – –
BEI
316
Benjamin Edwards Inc
Missouri
$312K -$5.94K -71 -2%
IRC
317
Investors Research Corp
Georgia
$310K +$75.6K +902 +32%
SWA
318
Stratos Wealth Advisors
Ohio
$308K +$31.9K +381 +12%
NRI
319
NFP Retirement Inc
California
$303K +$303K +3,624 New
National Bank of Canada
320
National Bank of Canada
Quebec, Canada
$301K -$13.9K -166 -4%
WSFS
321
Wilmington Savings Fund Society
Delaware
$301K – – –
Cerity Partners
322
Cerity Partners
New York
$299K -$40.7K -487 -12%
EWM
323
Endowment Wealth Management
Wisconsin
$296K +$5.28K +63 +2%
PA
324
PSI Advisors
Florida
$289K +$84 +1 +0%
CCA
325
Cobblestone Capital Advisors
New York
$286K +$24K +287 +9%
11 12
13
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