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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
301
Weil Company
California
$802K – – –
UWPG
302
Ullmann Wealth Partners Group
Florida
$795K +$234 +2 +0%
9WM
303
9258 Wealth Management
Ohio
$781K -$11.1K -95 -1%
Franklin Resources
304
Franklin Resources
California
$768K -$703 -6 -0.1%
ClearBridge Investments
305
ClearBridge Investments
New York
$734K -$38.1M -324,915 -98%
DSA
306
Droms Strauss Advisors
Missouri
$733K +$938 +8 +0.1%
SFMG
307
Sage Financial Management Group
Virginia
$725K -$112K -958 -13%
WANY
308
Wealthspire Advisors (New York)
New York
$724K +$5.27K +45 +0.7%
GIA
309
Gladstone Institutional Advisory
Florida
$718K -$110K -939 -13%
IC
310
IEQ Capital
California
$711K +$4.57K +39 +0.6%
PAS
311
Park Avenue Securities
New York
$709K +$345K +2,948 +95%
CAG
312
Crestwood Advisors Group
Massachusetts
$708K +$62.5K +533 +10%
VWA
313
Visionary Wealth Advisors
Illinois
$705K -$11.3K -96 -2%
PJSIMP
314
P.J. Schmidt Investment Management (PJS)
Wisconsin
$703K – – –
ODIJL
315
One Day In July LLC
Vermont
$703K +$74.4K +635 +12%
OCPWS
316
One Charles Private Wealth Services
Massachusetts
$700K – – –
ACG
317
Allen Capital Group
Nebraska
$700K -$12.3K -105 -2%
BIA
318
Biondo Investment Advisors
Pennsylvania
$696K +$25.2K +215 +4%
IWS
319
Insight Wealth Strategies
California
$690K +$469 +4 +0.1%
WFAG
320
Wescott Financial Advisory Group
Pennsylvania
$689K +$938 +8 +0.1%
EAM
321
Empirical Asset Management
Massachusetts
$683K +$586 +5 +0.1%
FHA
322
Flagship Harbor Advisors
Massachusetts
$681K -$65.8K -561 -9%
LOIM
323
Liberty One Investment Management
Illinois
$670K +$670K +5,714 New
SCA
324
St. Clair Advisors
Ohio
$669K – – –
TH
325
TCTC Holdings
Texas
$668K – – –
11 12
13
14 15