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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
351
Truvestments Capital
Florida
$2K +$2K +46 New
PS
352
Portfolio Strategies
New York
– -$5.78M -85,492 Closed
PIM
353
Parker Investment Management
California
– -$4.13M -61,020 Closed
TCWM
354
Total Clarity Wealth Management
Illinois
– -$2.34M -34,617 Closed
PD
355
Planning Directions
Pennsylvania
– -$2.09M -30,832 Closed
Millennium Management
356
Millennium Management
New York
– -$1.02M -15,008 Closed
Susquehanna International Group
357
Susquehanna International Group
Pennsylvania
– -$838K -12,391 Closed
Westfield Capital Management
358
Westfield Capital Management
Massachusetts
– -$677K -10,003 Closed
JWCA
359
J.W. Cole Advisors
Florida
– -$517K -7,646 Closed
WI
360
WrapManager Inc
California
– -$377K -5,579 Closed
LFA
361
Legacy Financial Advisors
Kentucky
– -$370K -5,471 Closed
MGAM
362
McGowan Group Asset Management
Texas
– -$330K -4,885 Closed
PPW
363
Pasadena Private Wealth
California
– -$327K -4,838 Closed
NAM
364
NorthCoast Asset Management
Connecticut
– -$322K -4,756 Closed
CFSG
365
Community Financial Services Group
Vermont
– -$276K -4,085 Closed
PCA
366
Personal Capital Advisors
California
– -$274K -4,048 Closed
GP
367
Geneva Partners
Wisconsin
– -$243K -3,592 Closed
CA
368
Claro Advisors
Massachusetts
– -$229K -3,383 Closed
MA
369
MUFG Americas
New York
– -$227K -3,352 Closed
VA
370
Valmark Advisers
Ohio
– -$225K -3,320 Closed
KLI
371
Kelman-Lazarov Inc
Tennessee
– -$222K -3,281 Closed
SI
372
Stephens Inc
Arkansas
– -$218K -3,225 Closed
WBC
373
West Branch Capital
Massachusetts
– -$217K -3,206 Closed
LJAC
374
L.J. Altfest & Co
New York
– -$216K -3,200 Closed
BUB
375
BBVA USA Bancshares
Texas
– -$216K -3,186 Closed
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15
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