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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$160M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$53.4M
3
LPL Financial
LPL Financial
California
+$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
+$23.9M
5
Wells Fargo
Wells Fargo
California
+$23.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$75.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.2M
3
GSWM
Golden State Wealth Management
California
-$3.99M
4
EWA
ERTS Wealth Advisors
Michigan
-$3.81M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
326
Realta Investment Advisors
Delaware
$14K -$2.39K -35 -15%
CAW
327
Cornerstone Advisors (Washington)
Washington
$14K – – –
CA
328
CXI Advisors
Indiana
$14K +$14K +206 New
AC
329
AlphaCore Capital
California
$13K +$13K +187 New
VCP
330
Verus Capital Partners
Arizona
$13K +$13K +190 New
FRA
331
Front Row Advisors
California
$12K – – –
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$20.4K -302 -65%
RCA
333
Ranch Capital Advisors
Florida
$11K +$11K +163 New
JCM
334
Jacobi Capital Management
Pennsylvania
$10K +$1.87K +29 +23%
BAM
335
Barrett Asset Management
New York
$9K – – –
MWP
336
MYCIO Wealth Partners
Pennsylvania
$9K – – –
TCM
337
TD Capital Management
Tennessee
$9K +$66 +1 +0.7%
SAM
338
S.A. Mason
Michigan
$9K +$9K +132 New
HWA
339
HCR Wealth Advisors
California
$8K +$8K +115 New
IFWM
340
Institute for Wealth Management
Colorado
$8K +$8K +120 New
LPWM
341
Lake Point Wealth Management
Texas
$8K +$8K +120 New
ADL
342
Asset Dedication LLC
California
$7K – – –
CCA
343
Column Capital Advisors
Indiana
$7K +$7K +117 New
AIM
344
Anchor Investment Management
South Carolina
$6.76K -$2.03K -30 -23%
WTC
345
WhitTier Trust Company
Nevada
$5K – – –
CFD
346
Creative Financial Designs
Indiana
$5K – – –
PCA
347
Providence Capital Advisors
North Carolina
$5K – – –
RAM
348
Riggs Asset Management
Pennsylvania
$5K – – –
SBL
349
Sargent Bickham Lagudis
Colorado
$5K – – –
QCG
350
Quadrant Capital Group
Ohio
$5K +$5K +81 New
12 13
14
15 16