IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
326
NFP Retirement Inc
California
$448K -$10.9K -123 -2%
FAM
327
Forte Asset Management
New York
$443K – – –
BWA
328
Burt Wealth Advisors
Maryland
$442K +$3.37K +38 +0.8%
RJT
329
Raymond James Trust
Florida
$435K -$41.8K -470 -9%
Cerity Partners
330
Cerity Partners
New York
$429K -$16.2K -183 -4%
BFA
331
Beaumont Financial Advisors
Massachusetts
$426K – – –
VIA
332
Vident Investment Advisory
Georgia
$424K -$320K -3,603 -43%
BIA
333
Biondo Investment Advisors
Pennsylvania
$423K +$37.8K +426 +10%
LFA
334
Legacy Financial Advisors
Kentucky
$422K – – –
WCG
335
Weaver Consulting Group
California
$409K – – –
CAL
336
Capital Analysts LLC
Pennsylvania
$408K -$3.1M -34,975 -88%
RIA
337
RPG Investment Advisory
California
$404K +$57.3K +645 +16%
GWCM
338
Godshalk Welsh Capital Management
Pennsylvania
$403K – – –
EWM
339
Endurance Wealth Management
Rhode Island
$400K +$8.89K +100 +2%
HFA
340
High Falls Advisors
New York
$396K -$83.3K -938 -17%
CL
341
Choreo LLC
Illinois
$387K +$154K +1,734 +66%
FCCM
342
First City Capital Management
Georgia
$386K +$90 +1 +0%
Nomura Asset Management
343
Nomura Asset Management
Japan
$384K – – –
LIM
344
Leavell Investment Management
Alabama
$383K – – –
SCM
345
SOL Capital Management
Maryland
$378K +$25.3K +285 +7%
CIC
346
Cutler Investment Counsel
Oregon
$377K +$377K +4,250 New
SS
347
Sunbelt Securities
Texas
$376K -$94.1K -1,075 -20%
SWA
348
Stratos Wealth Advisors
Ohio
$366K -$3.28K -37 -0.9%
MWA
349
Meridian Wealth Advisors
Texas
$362K – – –
AFG
350
AFS Financial Group
Maryland
$360K – – –
12 13
14
15 16