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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
2
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
4
LPL Financial
California
$1.32B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.15B
2
DA
2
Doliver Advisors
Texas
$58M
3
BlackRock
3
BlackRock
New York
$50.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
326
Alesco Advisors
New York
$246K – – –
BCA
327
Bay Colony Advisors
Massachusetts
$246K +$205 +2 +0.1%
DP
328
Denver PWM
Colorado
$246K +$33.6K +328 +16%
BO
329
Bank OZK
Arkansas
$239K -$22.2K -217 -8%
FA
330
Flagstar Advisors
New York
$236K +$236K +2,306 New
TAM
331
Trillium Asset Management
Massachusetts
$234K +$234K +2,281 New
ClearBridge Investments
332
ClearBridge Investments
New York
$233K -$14.9K -146 -6%
FMN
333
Financial Management Network
California
$232K – – –
CRWM
334
Castle Rock Wealth Management
California
$230K +$229 +2 +0.1%
HHGA
335
Halbert Hargrove Global Advisors
California
$230K +$513 +5 +0.2%
DC
336
Davenport & Co
Virginia
$230K +$4.2K +41 +2%
FFA
337
Freedman Financial Associates
Massachusetts
$227K – – –
LA
338
Latitude Advisors
Florida
$226K +$226K +2,210 New
GWSG
339
GPS Wealth Strategies Group
Colorado
$218K -$13K -127 -6%
SF
340
Synovus Financial
Georgia
$215K +$309 +3 +0.1%
CS
341
Comerica Securities
Michigan
$213K -$33.3K -325 -14%
DY
342
Dowling & Yahnke
California
$212K – – –
AA
343
Advisory Alpha
Michigan
$211K +$211K +2,063 New
BWP
344
Bernardo Wealth Planning
Pennsylvania
$209K – – –
ODIJL
345
One Day In July LLC
Vermont
$209K +$209K +2,038 New
SGI
346
Summit Global Investments
Utah
$207K – – –
SDWIA
347
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$207K – – –
NEGWA
348
New England Guild Wealth Advisors
Connecticut
$205K – – –
EPA
349
Element Pointe Advisors
Florida
$205K – – –
KLI
350
Kelman-Lazarov Inc
Tennessee
$204K – – –
12 13
14
15 16