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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
2
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
4
LPL Financial
California
$1.32B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.15B
2
DA
2
Doliver Advisors
Texas
$58M
3
BlackRock
3
BlackRock
New York
$50.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
351
Financial Perspectives
Minnesota
$201K +$86.1K +841 +75%
HWMA
352
Heritage Wealth Management (Arizona)
Arizona
$201K -$67.6K -659 -25%
Brown Advisory
353
Brown Advisory
Maryland
$200K +$200K +1,953 New
CYG
354
Clean Yield Group
Vermont
$196K – – –
CA
355
Clearstead Advisors
Ohio
$189K – – –
SMA
356
Sage Mountain Advisors
Georgia
$175K +$6.24K +61 +4%
AWM
357
Avior Wealth Management
Nebraska
$173K -$14K -137 -7%
PCG
358
Private Capital Group
Connecticut
$169K – – –
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$164K – – –
MMG
360
Monetary Management Group
Missouri
$164K – – –
TFGT
361
TS Financial Group (TSFG)
Illinois
$162K +$19K +185 +13%
AF
362
Advisornet Financial
Minnesota
$154K +$18K +176 +13%
IRC
363
Investors Research Corp
Georgia
$145K +$38.7K +378 +36%
BA
364
Ballast Advisors
Minnesota
$143K -$22.9K -223 -14%
FCA
365
FinTrust Capital Advisors
South Carolina
$141K – – –
EIP
366
Ellis Investment Partners
Pennsylvania
$133K – – –
ETI
367
Enterprise Trust & Investment
California
$133K – – –
EWM
368
EPG Wealth Management
Georgia
$133K +$133K +1,299 New
AIM
369
Acropolis Investment Management
Missouri
$129K – – –
LWP
370
Laurel Wealth Planning
Minnesota
$120K – – –
S
371
SignatureFD
Georgia
$118K +$51.8K +507 +78%
SFC
372
SYM Financial Corp
Indiana
$117K +$117K +1,141 New
CTC
373
Central Trust Company
Missouri
$116K +$2.25K +22 +2%
CCM
374
Covington Capital Management
California
$111K – – –
TCWM
375
Total Clarity Wealth Management
Illinois
$99K +$99K +962 New
13 14
15
16 17