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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
Morgan Stanley
New York
$672M
4
FWI
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
Wells Fargo
California
$123M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$0
2
MAM
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
Ameriprise
Minnesota
$48.6M
5
GWM
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
326
Legacy Financial Advisors
Kentucky
$388K – – –
WCG
327
Weaver Consulting Group
California
$375K -$36.7K -450 -9%
TFA
328
Triad Financial Advisors
North Carolina
$374K -$19.2K -235 -5%
GWCM
329
Godshalk Welsh Capital Management
Pennsylvania
$371K -$53.1K -651 -13%
EWM
330
Endurance Wealth Management
Rhode Island
$359K +$1.22K +15 +0.3%
BIA
331
Biondo Investment Advisors
Pennsylvania
$353K +$7.34K +90 +2%
BF
332
BOK Financial
Oklahoma
$353K +$35.2K +432 +11%
Nomura Asset Management
333
Nomura Asset Management
Japan
$352K – – –
LIM
334
Leavell Investment Management
Alabama
$352K – – –
FCCM
335
First City Capital Management
Georgia
$350K +$82 +1 +0%
CRI
336
Colonial River Investments
Virginia
$340K +$3.75K +46 +1%
SWA
337
Stratos Wealth Advisors
Ohio
$339K +$26.7K +328 +9%
GG
338
GenWealth Group
New Jersey
$338K – – –
PG
339
Patten Group
Tennessee
$337K – – –
MWA
340
Meridian Wealth Advisors
Texas
$332K – – –
AFG
341
AFS Financial Group
Maryland
$331K +$331K +4,061 New
RWP
342
Revolve Wealth Partners
New Jersey
$328K +$328K +4,027 New
KWM
343
Kingsview Wealth Management
Oregon
$326K +$107K +1,317 +49%
BTWM
344
Baker Tilly Wealth Management
Wisconsin
$324K -$2.2K -27 -0.7%
SCM
345
SOL Capital Management
Maryland
$324K +$9.78K +120 +3%
BRWA
346
B. Riley Wealth Advisors
Florida
$322K -$421K -5,159 -57%
GG
347
Greenwood Gearhart
Arkansas
$321K – – –
GWM
348
Geneos Wealth Management
Colorado
$321K +$3.75K +46 +1%
RIA
349
RPG Investment Advisory
California
$319K +$35.5K +435 +13%
PCIA
350
Prime Capital Investment Advisors
Kansas
$318K -$168K -2,057 -34%
12 13
14
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