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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$222M
3
Bank of America
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
Corient Private Wealth
Florida
$45.4M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
Osaic Holdings
Arizona
$31.7M
3
AWM
AE Wealth Management
Kansas
$16.1M
4
AAMA
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
301
Eldridge Investment Advisors
New Hampshire
$727K +$416 +4 +0.1%
MMPW
302
Mitchell McLeod Pugh & Williams
Alabama
$723K +$21.3K +205 +3%
WC
303
Weil Company
California
$712K -$75.3K -723 -10%
UWPG
304
Ullmann Wealth Partners Group
Florida
$706K +$148K +1,420 +26%
9WM
305
9258 Wealth Management
Ohio
$703K -$1.77K -17 -0.3%
CFGS
306
Concourse Financial Group Securities
Alabama
$686K -$75.1K -721 -10%
SAG
307
SageView Advisory Group
California
$685K +$212K +1,941 +45%
Franklin Resources
308
Franklin Resources
California
$683K +$24K +231 +4%
VHAM
309
Van Hulzen Asset Management
California
$682K -$7.18K -69 -1%
FHA
310
Flagship Harbor Advisors
Massachusetts
$664K -$140K -1,347 -17%
PJSIMP
311
P.J. Schmidt Investment Management (PJS)
Wisconsin
$651K – – –
DSA
312
Droms Strauss Advisors
Missouri
$650K +$4.48K +43 +0.7%
WANY
313
Wealthspire Advisors (New York)
New York
$639K -$135K -1,297 -17%
VWA
314
Visionary Wealth Advisors
Illinois
$636K -$9.27K -89 -1%
ACG
315
Allen Capital Group
Nebraska
$632K -$45.2K -434 -7%
GAG
316
GM Advisory Group
New York
$628K +$72.8K +699 +13%
IC
317
IEQ Capital
California
$627K +$4.27K +41 +0.7%
OCPWS
318
One Charles Private Wealth Services
Massachusetts
$621K +$621K +5,970 New
FA
319
FC Advisory
Pennsylvania
$620K +$3.33K +32 +0.5%
MCM
320
MAI Capital Management
Ohio
$613K -$19.5K -187 -3%
IWS
321
Insight Wealth Strategies
California
$612K +$833 +8 +0.1%
WFAG
322
Wescott Financial Advisory Group
Pennsylvania
$611K +$4.16K +40 +0.7%
EAM
323
Empirical Asset Management
Massachusetts
$606K +$5.93K +57 +1%
NFG
324
Nations Financial Group
Iowa
$604K -$12.1K -116 -2%
TW
325
TritonPoint Wealth
Maryland
$601K +$601K +5,772 New
11 12
13
14 15