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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

456 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
7.96%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
138
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.14B
2
LPL Financial
2
LPL Financial
California
$1.28B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$138M
4
DA
4
Doliver Advisors
Texas
$71.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$220M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$13K
2
PPA
2
Parametric Portfolio Associates
Washington
$351K
3
AWM
3
AE Wealth Management
Kansas
$10.1M
4
VC
4
Veracity Capital
Georgia
$18.1M
5
FP
5
Financial Perspectives
Minnesota
$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
NNP
326
Nachman Norwood & Parrott
South Carolina
$218K +$218K +2,154 New
AWM
327
Aprio Wealth Management
Georgia
$217K +$217K +2,150 New
CRWM
328
Castle Rock Wealth Management
California
$211K +$211K +2,005 New
SW
329
SteelPeak Wealth
California
$210K -$1.74M -17,193 -89%
SF
330
Synovus Financial
Georgia
$210K +$210K +2,086 New
DP
331
Denver PWM
Colorado
$209K -$156K -1,546 -43%
DY
332
Dowling & Yahnke
California
$209K -$89.7K -890 -30%
Fisher Asset Management
333
Fisher Asset Management
Washington
$208K +$208K +2,056 New
EPA
334
Element Pointe Advisors
Florida
$207K +$207K +2,000 New
BWP
335
Bernardo Wealth Planning
Pennsylvania
$206K +$206K +2,044 New
SDWIA
336
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$205K +$205K +2,026 New
SGI
337
Summit Global Investments
Utah
$204K +$204K +2,017 New
NEGWA
338
New England Guild Wealth Advisors
Connecticut
$202K +$202K +2,000 New
KLI
339
Kelman-Lazarov Inc
Tennessee
$201K +$201K +1,990 New
CYG
340
Clean Yield Group
Vermont
$193K +$193K +1,916 New
CFB
341
Cullen/Frost Bankers
Texas
$191K – – –
CA
342
Clearstead Advisors
Ohio
$186K – – –
AWM
343
Avior Wealth Management
Nebraska
$184K +$34.2K +340 +23%
PCG
344
Private Capital Group
Connecticut
$167K – – –
SMA
345
Sage Mountain Advisors
Georgia
$167K +$63.1K +623 +61%
BA
346
Ballast Advisors
Minnesota
$163K +$101 +1 +0.1%
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$162K – – –
MMG
348
Monetary Management Group
Missouri
$162K – – –
TFGT
349
TS Financial Group (TSFG)
Illinois
$141K +$85.5K +845 +154%
FCA
350
FinTrust Capital Advisors
South Carolina
$139K -$62K -613 -31%
12 13
14
15 16