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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
LPL Financial
LPL Financial
California
+$34.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
AWM
AE Wealth Management
Kansas
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$144M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$27.7M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
326
Benjamin Edwards Inc
Missouri
$490K +$194K +2,042 +65%
ODIJL
327
One Day In July LLC
Vermont
$486K -$13.3K -140 -3%
MFG
328
Merit Financial Group
Georgia
$486K – – –
RCAG
329
Rehmann Capital Advisory Group
Michigan
$484K – – –
NRI
330
NFP Retirement Inc
California
$479K – – –
FAM
331
Forte Asset Management
New York
$475K – – –
BSI
332
Bennett Selby Investments
Maine
$474K – – –
MFA
333
Millington Financial Advisors
Illinois
$473K – – –
Citigroup
334
Citigroup
New York
$472K -$47.2K -498 -9%
IRC
335
Investors Research Corp
Georgia
$464K +$13.6K +143 +3%
PCA
336
Pallas Capital Advisors
Massachusetts
$460K +$218K +2,372 +90%
MAM
337
Madison Asset Management
Wisconsin
$458K -$1.42K -15 -0.3%
GG
338
Greenwood Gearhart
Arkansas
$456K – – –
BFA
339
Beaumont Financial Advisors
Massachusetts
$455K – – –
LFA
340
Legacy Financial Advisors
Kentucky
$451K – – –
RIA
341
RPG Investment Advisory
California
$451K -$4.74K -50 -1%
HI
342
Harbour Investments
Wisconsin
$446K +$60.3K +636 +16%
PP
343
Patten & Patten
Tennessee
$442K -$94.8K -1,000 -18%
AIM
344
Anchor Investment Management
South Carolina
$440K -$45K -475 -9%
GWCM
345
Godshalk Welsh Capital Management
Pennsylvania
$430K -$948 -10 -0.2%
Renaissance Technologies
346
Renaissance Technologies
New York
$427K -$114K -1,200 -21%
HFA
347
High Falls Advisors
New York
$423K – – –
AWM
348
Avior Wealth Management
Nebraska
$419K -$23.7K -250 -5%
DJSG
349
D.J. St. Germain
Massachusetts
$416K -$38.7K -408 -9%
WFAG
350
Worth Financial Advisory Group
North Carolina
$414K -$207K -2,185 -33%
12 13
14
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