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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
3
Bank of America
Bank of America
North Carolina
+$51.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$44.4M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$39.8M

Top Sellers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$47.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$24.7M
3
AWM
AE Wealth Management
Kansas
-$12.6M
4
AAMA
Advanced Asset Management Advisors
Ohio
-$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRIA
326
Leonard Rickey Investment Advisors
Washington
$598K -$10.4K -100 -2%
BIA
327
Biondo Investment Advisors
Pennsylvania
$596K +$9.47K +91 +2%
SCA
328
St. Clair Advisors
Ohio
$595K +$54.9K +527 +10%
TH
329
TCTC Holdings
Texas
$593K – – –
BEI
330
Benjamin Edwards Inc
Missouri
$581K +$43K +413 +8%
CWC
331
Carolinas Wealth Consulting
North Carolina
$580K -$4.89K -47 -0.8%
CWA
332
Consilio Wealth Advisors
Washington
$577K -$3.33K -32 -0.6%
CAG
333
Crestwood Advisors Group
Massachusetts
$574K +$20.5K +197 +4%
WI
334
WrapManager Inc
California
$573K +$573K +5,503 New
IW
335
Imprint Wealth
South Carolina
$572K -$20.2K -194 -3%
BFC
336
Bedel Financial Consulting
Indiana
$570K – – –
FFP
337
FourThought Financial Partners
Florida
$567K -$59.6K -573 -10%
Cerity Partners
338
Cerity Partners
New York
$564K +$564K +5,418 New
MCM
339
MidAtlantic Capital Management
Virginia
$562K +$562K +5,394 New
AT
340
Arden Trust
Delaware
$561K +$561K +5,385 New
ODIJL
341
One Day In July LLC
Vermont
$558K +$24K +231 +5%
CT
342
Colonial Trust
South Carolina
$557K -$23.9K -230 -4%
ASN
343
Advisory Services Network
Georgia
$555K -$7.08K -68 -1%
PFGIA
344
Patriot Financial Group Insurance Agency
Massachusetts
$552K +$9.27K +89 +2%
DI
345
DFPG Investments
Utah
$548K +$134K +1,321 +32%
OWA
346
Octavia Wealth Advisors
Ohio
$545K – – –
SCA
347
Snowden Capital Advisors
New York
$544K -$29.8K -286 -5%
IRC
348
Investors Research Corp
Georgia
$544K +$34.7K +333 +7%
MAM
349
Madison Asset Management
Wisconsin
$544K +$41.1K +395 +8%
WPP
350
Whalerock Point Partners
Rhode Island
$540K – – –
12 13
14
15 16