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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$160M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$53.4M
3
LPL Financial
LPL Financial
California
+$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
+$23.9M
5
Wells Fargo
Wells Fargo
California
+$23.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$75.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.2M
3
GSWM
Golden State Wealth Management
California
-$3.99M
4
EWA
ERTS Wealth Advisors
Michigan
-$3.81M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
351
Keebeck Wealth Management
Illinois
$5K +$5K +87 New
BW
352
Bison Wealth
Georgia
$4K +$4K +64 New
Chevy Chase Trust
353
Chevy Chase Trust
Maryland
$3K +$3K +50 New
KFS
354
Kelly Financial Services
Massachusetts
$2.99K +$2.99K +44 New
AWA
355
Arkadios Wealth Advisors
Georgia
$2.11K +$2.11K +29 New
JFA
356
JNBA Financial Advisors
Minnesota
$2K – – –
1W
357
1776 Wealth
Georgia
$2K +$2K +38 New
IRC
358
Investors Research Corp
Georgia
$1K +$500 +9 +100%
HF
359
Halpern Financial
Virginia
$706 +$706 +10 New
SHWM
360
Silicon Hills Wealth Management
Texas
$26 +$26 +1 New
GSWM
361
Golden State Wealth Management
California
– -$3.99M -63,400 Closed
Citadel Advisors
362
Citadel Advisors
Florida
– -$1.89M -30,010 Closed
CGL
363
Clarius Group LLC
Washington
– -$1.48M -23,569 Closed
SWM
364
Sequoia Wealth Management
Illinois
– -$978K -15,596 Closed
CCA
365
Clearwater Capital Advisors
Illinois
– -$743K -11,815 Closed
FC
366
Financial Consulate
Maryland
– -$593K -9,435 Closed
TSS
367
Two Sigma Securities
New York
– -$447K -7,108 Closed
PWA
368
Peterson Wealth Advisors
Utah
– -$375K -5,960 Closed
Cerity Partners
369
Cerity Partners
New York
– -$347K -5,516 Closed
I
370
IberiaBank
Louisiana
– -$236K -3,756 Closed
M&T Bank
371
M&T Bank
New York
– -$216K -3,432 Closed
LNC
372
Lincoln National Corp
Pennsylvania
– -$203K -3,217 Closed
UBS AM
373
UBS AM
Illinois
– -$153K -2,434 Closed
EW
374
Evoke Wealth
California
– -$118K -1,877 Closed
GWAG
375
Garrett Wealth Advisory Group
Texas
– -$73K -1,160 Closed
12 13 14
15
16