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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
301
TCTC Holdings
Texas
$506K – – –
PP
302
Patten & Patten
Tennessee
$503K – – –
HFG
303
Heron Financial Group
New York
$502K -$20.2K -227 -4%
FFP
304
FourThought Financial Partners
Florida
$502K -$32.1K -361 -6%
ASN
305
Advisory Services Network
Georgia
$499K -$355 -4 -0.1%
SW
306
SVB Wealth
Massachusetts
$496K -$365K -4,113 -42%
CWA
307
Consilio Wealth Advisors
Washington
$495K -$52.2K -588 -10%
SCA
308
Snowden Capital Advisors
New York
$495K -$4.71K -53 -0.9%
MCM
309
MAI Capital Management
Ohio
$495K +$46.7K +526 +10%
ClearBridge Investments
310
ClearBridge Investments
New York
$491K -$51.1M -575,164 -99%
GIA
311
Gladstone Institutional Advisory
Florida
$488K -$58K -653 -11%
SS
312
Simplicity Solutions
Minnesota
$486K +$181K +2,040 +59%
PWM
313
PRW Wealth Management
Massachusetts
$482K +$482K +5,354 New
MPW
314
Melone Private Wealth
Michigan
$482K -$15K -169 -3%
BFC
315
Bedel Financial Consulting
Indiana
$481K – – –
IRC
316
Investors Research Corp
Georgia
$477K +$19.7K +222 +4%
GAG
317
GM Advisory Group
New York
$473K – – –
ODIJL
318
One Day In July LLC
Vermont
$472K +$41.7K +470 +10%
SCA
319
St. Clair Advisors
Ohio
$463K – – –
BSI
320
Bennett Selby Investments
Maine
$462K -$38.2K -430 -8%
OWA
321
Octavia Wealth Advisors
Ohio
$461K +$89 +1 +0%
SFMG
322
Sage Financial Management Group
Virginia
$459K -$198K -2,233 -30%
Jane Street
323
Jane Street
New York
$459K -$10.5M -118,476 -96%
AIM
324
Anchor Investment Management
South Carolina
$454K -$15.5K -175 -3%
RCAG
325
Rehmann Capital Advisory Group
Michigan
$453K -$7.01K -79 -2%
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