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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
326
TD Capital Management
Tennessee
$8K – – –
SAM
327
S.A. Mason
Michigan
$8K +$60 +1 +0.8%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$7K -$1.72M -29,512 -100%
SW
329
SVB Wealth
Massachusetts
$7K -$236K -4,452 -97%
JCM
330
Jacobi Capital Management
Pennsylvania
$7K -$1.61K -29 -19%
HWA
331
HCR Wealth Advisors
California
$7K – – –
CCA
332
Column Capital Advisors
Indiana
$7K +$59 +1 +0.9%
AA
333
Advisory Alpha
Michigan
$6.57K +$6.57K +105 New
Deutsche Bank
334
Deutsche Bank
Germany
$6K +$6K +100 New
RIA
335
RPG Investment Advisory
California
$6K +$6K +100 New
AIM
336
Anchor Investment Management
South Carolina
$5.71K – – –
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$5.19K -83 -51%
WTC
338
WhitTier Trust Company
Nevada
$5K – – –
QCG
339
Quadrant Capital Group
Ohio
$5K – – –
CFD
340
Creative Financial Designs
Indiana
$4K – – –
RAM
341
Riggs Asset Management
Pennsylvania
$4K – – –
SBL
342
Sargent Bickham Lagudis
Colorado
$4K – – –
BW
343
Bison Wealth
Georgia
$4K – – –
1W
344
1776 Wealth
Georgia
$4K +$2K +38 +100%
IRC
345
Investors Research Corp
Georgia
$4K +$2.86K +45 +250%
SSWG
346
Seven Springs Wealth Group
Tennessee
$3K +$3K +59 New
KFS
347
Kelly Financial Services
Massachusetts
$2.54K – – –
JFA
348
JNBA Financial Advisors
Minnesota
$2K – – –
WLPWM
349
Walled Lake Planning & Wealth Management
Illinois
$2K +$2K +27 New
MWM
350
MBE Wealth Management
Wisconsin
$2K +$2K +45 New
12 13
14
15 16