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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
301
Sunbelt Securities
Texas
$965K +$224K +1,698 +30%
EWM
302
Empirical Wealth Management
Washington
$953K +$2.9K +22 +0.3%
VHAM
303
Van Hulzen Asset Management
California
$937K +$5.14K +39 +0.6%
DWT
304
Dorsey & Whitney Trust
South Dakota
$937K +$937K +7,100 New
IC
305
Inscription Capital
Texas
$923K – – –
EIA
306
Eldridge Investment Advisors
New Hampshire
$922K – – –
UIA
307
Ulland Investment Advisors
Minnesota
$913K +$7.92K +60 +0.9%
CFGS
308
Concourse Financial Group Securities
Alabama
$911K – – –
TPW
309
TL Private Wealth
Texas
$910K +$1.83K +14 +0.2%
WC
310
Weil Company
California
$903K – – –
WT
311
Whittier Trust
California
$890K – – –
WC
312
Waterloo Capital
Texas
$886K +$41K +311 +5%
Franklin Resources
313
Franklin Resources
California
$883K – – –
9WM
314
9258 Wealth Management
Ohio
$868K -$8.57K -65 -1%
TCBWMS
315
Texas Capital Bank Wealth Management Services
Texas
$862K -$278K -2,110 -24%
MFC
316
Morris Financial Concepts
South Carolina
$852K +$388K +2,942 +84%
Citigroup
317
Citigroup
New York
$835K -$24.9K -189 -3%
CAG
318
Crestwood Advisors Group
Massachusetts
$831K -$7.12K -54 -0.8%
IRC
319
Investors Research Corp
Georgia
$830K +$41.7K +316 +5%
MCM
320
Mitchell Capital Management
Kansas
$830K -$152K -1,150 -15%
DSA
321
Droms Strauss Advisors
Missouri
$828K +$1.58K +12 +0.2%
IWS
322
Insight Wealth Strategies
California
$811K +$34.7K +263 +4%
VWA
323
Visionary Wealth Advisors
Illinois
$806K +$13.3K +101 +2%
BIA
324
Biondo Investment Advisors
Pennsylvania
$806K +$27.8K +211 +4%
GIA
325
Gladstone Institutional Advisory
Florida
$793K -$39.6K -300 -5%
11 12
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