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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
326
P.J. Schmidt Investment Management (PJS)
Wisconsin
$791K – – –
SFMG
327
Sage Financial Management Group
Virginia
$790K +$790K +5,992 New
ODIJL
328
One Day In July LLC
Vermont
$789K -$5.94K -45 -0.7%
OCPWS
329
One Charles Private Wealth Services
Massachusetts
$788K – – –
AMG
330
Asset Management Group
Connecticut
$786K -$244K -1,849 -24%
W
331
Wealthquest
Ohio
$785K -$55.2K -425 -7%
Betterment LLC
332
Betterment LLC
New York
$784K -$51K -387 -6%
WFAG
333
Wescott Financial Advisory Group
Pennsylvania
$778K +$1.45K +11 +0.2%
KFS
334
Kaizen Financial Strategies
California
$768K +$1.32K +10 +0.2%
LIM
335
Leavell Investment Management
Alabama
$765K – – –
SAM
336
Smartleaf Asset Management
Massachusetts
$764K +$1.18K +9 +0.2%
SCA
337
Snowden Capital Advisors
New York
$762K -$42.3K -321 -5%
WANY
338
Wealthspire Advisors (New York)
New York
$748K -$105K -794 -12%
VCP
339
Verus Capital Partners
Arizona
$747K +$55.1K +418 +8%
ACG
340
Allen Capital Group
Nebraska
$746K +$17.5K +133 +2%
DAS
341
Diversify Advisory Services
Utah
$745K +$55K +408 +8%
TPWM
342
Twelve Points Wealth Management
Massachusetts
$742K +$114K +865 +18%
TPWA
343
Twin Peaks Wealth Advisors
California
$739K -$222K -1,681 -23%
TC
344
TownSquare Capital
Utah
$735K -$54.2K -411 -7%
CWA
345
Consilio Wealth Advisors
Washington
$734K +$660 +5 +0.1%
MCM
346
MAI Capital Management
Ohio
$732K -$198K -1,500 -21%
FA
347
FC Advisory
Pennsylvania
$726K +$1.19K +9 +0.2%
BFC
348
Bedel Financial Consulting
Indiana
$712K -$5.67K -43 -0.8%
MCM
349
MidAtlantic Capital Management
Virginia
$712K – – –
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$712K +$15.8K +120 +2%
12 13
14
15 16