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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

362 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
33
Increased
111
Reduced
136
Closed
33
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$19K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$141M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$85.9M
3
RAM
Riggs Asset Management
Pennsylvania
$6.98M
4
DA
Doliver Advisors
Texas
$18.2M
5
UBS Group
UBS Group
Switzerland
$266M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.36B
2
LPL Financial
LPL Financial
California
$1.02B
3
TI
tru Independence
Oregon
$1.04M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$463M
5
Morgan Stanley
Morgan Stanley
New York
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
351
Bison Wealth
Georgia
$5K – – –
SSWG
352
Seven Springs Wealth Group
Tennessee
$5K – – –
CCM
353
Chiron Capital Management
Florida
$5K +$5K +66 New
BCWM
354
Bartlett & Co Wealth Management
Ohio
$4.08K +$4.08K +51 New
PC
355
Permanens Capital
New York
$4K -$8K -92 -67%
BC
356
Bartlett & Co
Ohio
$4K +$4K +51 New
KFS
357
Kelly Financial Services
Massachusetts
$3.57K – – –
JFA
358
JNBA Financial Advisors
Minnesota
$3K – – –
CAGAS
359
Capital Advisory Group Advisory Services
Minnesota
$2K +$2K +26 New
PCWA
360
Pacific Capital Wealth Advisors
California
$1K +$1K +8 New
FP
361
Fiduciary Planning
Florida
$1K +$1K +9 New
FCA
362
FinTrust Capital Advisors
South Carolina
$123 – – –
Jane Street
363
Jane Street
New York
– -$4.5M -62,598 Closed
GP
364
Greenline Partners
New York
– -$2.62M -36,422 Closed
GAG
365
GM Advisory Group
New York
– -$1.44M -20,000 Closed
MCWS
366
McKinley Carter Wealth Services
West Virginia
– -$1.14M -15,861 Closed
EWA
367
EP Wealth Advisors
California
– -$1.04M -14,446 Closed
QCG
368
Quadrant Capital Group
Ohio
– -$837K -11,641 Closed
IF
369
Intrua Financial
Texas
– -$753K -9,484 Closed
NWP
370
Northstar Wealth Partners
Connecticut
– -$538K -7,497 Closed
HFA
371
High Falls Advisors
New York
– -$411K -5,720 Closed
MWC
372
MKD Wealth Coaches
Michigan
– -$335K -4,667 Closed
LFAS
373
Level Four Advisory Services
Texas
– -$314K -4,387 Closed
STB
374
S&T Bank
Pennsylvania
– -$274K -3,812 Closed
CA
375
Claro Advisors
Massachusetts
– -$245K -3,405 Closed
12 13 14
15
16