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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
326
FC Advisory
Pennsylvania
$662K -$36.1K -308 -5%
IW
327
Imprint Wealth
South Carolina
$660K +$15.7K +134 +2%
IRC
328
Investors Research Corp
Georgia
$657K +$44.4K +379 +7%
NFG
329
Nations Financial Group
Iowa
$655K -$25.6K -218 -4%
CWA
330
Consilio Wealth Advisors
Washington
$650K +$586 +5 +0.1%
MCM
331
MAI Capital Management
Ohio
$648K -$41.6K -355 -6%
CWC
332
Carolinas Wealth Consulting
North Carolina
$634K -$18.4K -157 -3%
CFO
333
Collective Family Office
Pennsylvania
$633K -$325K -2,770 -34%
BFC
334
Bedel Financial Consulting
Indiana
$633K -$9.73K -83 -2%
MCM
335
MidAtlantic Capital Management
Virginia
$632K – – –
AT
336
Arden Trust
Delaware
$631K – – –
SS
337
Sunbelt Securities
Texas
$628K +$48.6K +415 +8%
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$628K +$6.56K +56 +1%
CT
339
Colonial Trust
South Carolina
$627K – – –
GAG
340
GM Advisory Group
New York
$625K -$81.9K -699 -12%
Betterment LLC
341
Betterment LLC
New York
$624K +$112K +959 +22%
Brown Advisory
342
Brown Advisory
Maryland
$619K +$344K +2,936 +125%
BEI
343
Benjamin Edwards Inc
Missouri
$619K -$34.7K -296 -5%
ASN
344
Advisory Services Network
Georgia
$616K -$8.56K -73 -1%
OWA
345
Octavia Wealth Advisors
Ohio
$614K +$117 +1 +0%
MAM
346
Madison Asset Management
Wisconsin
$613K – – –
WPP
347
Whalerock Point Partners
Rhode Island
$608K – – –
RCAG
348
Rehmann Capital Advisory Group
Michigan
$599K +$117 +1 +0%
NRI
349
NFP Retirement Inc
California
$597K +$4.69K +40 +0.8%
MFA
350
Millington Financial Advisors
Illinois
$588K +$2.11K +18 +0.4%
12 13
14
15 16