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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
LPL Financial
LPL Financial
California
+$34.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
AWM
AE Wealth Management
Kansas
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$144M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$27.7M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
301
Empirical Asset Management
Massachusetts
$547K -$1.61K -17 -0.3%
IW
302
Imprint Wealth
South Carolina
$541K +$35.1K +369 +7%
TH
303
TCTC Holdings
Texas
$540K – – –
BIA
304
Biondo Investment Advisors
Pennsylvania
$534K +$20.4K +215 +4%
CT
305
Colonial Trust
South Carolina
$529K +$19.3K +204 +4%
RJT
306
Raymond James Trust
Florida
$524K – – –
CWA
307
Consilio Wealth Advisors
Washington
$524K +$94 +1 +0%
SCA
308
Snowden Capital Advisors
New York
$523K -$5.88K -62 -1%
TPWA
309
TRUE Private Wealth Advisors
Oregon
$521K -$68.2K -719 -12%
BFC
310
Bedel Financial Consulting
Indiana
$520K – – –
CWC
311
Carolinas Wealth Consulting
North Carolina
$519K -$237K -2,562 -31%
VA
312
Vident Advisory
Georgia
$517K +$517K +5,455 New
SS
313
Sunbelt Securities
Texas
$516K +$87.1K +919 +20%
MPW
314
Melone Private Wealth
Michigan
$515K – – –
IIM
315
InTrack Investment Management
Vermont
$515K +$85.2K +898 +20%
SW
316
SVB Wealth
Massachusetts
$514K -$948 -10 -0.2%
ASN
317
Advisory Services Network
Georgia
$512K -$246K -2,591 -32%
UWPG
318
Ullmann Wealth Partners Group
Florida
$508K – – –
GAG
319
GM Advisory Group
New York
$506K – – –
CAG
320
Crestwood Advisors Group
Massachusetts
$504K +$504K +5,313 New
HPM
321
Hoxton Planning & Management
West Virginia
$500K +$7.12K +75 +1%
OWA
322
Octavia Wealth Advisors
Ohio
$498K – – –
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$494K -$282K -2,974 -36%
SCA
324
St. Clair Advisors
Ohio
$492K -$2.94K -31 -0.6%
WPP
325
Whalerock Point Partners
Rhode Island
$492K – – –
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