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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$54.7M
2
Wells Fargo
Wells Fargo
California
+$39.6M
3
RJA
Raymond James & Associates
Florida
+$34.2M
4
Morgan Stanley
Morgan Stanley
New York
+$32M
5
LPL Financial
LPL Financial
California
+$18.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$155M
2
AWM
AE Wealth Management
Kansas
-$52.7M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$14.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
351
MONECO Advisors
Connecticut
$327K – – –
NL
352
NWAM LLC
Washington
$327K +$26.1K +226 +9%
ARC
353
Advisor Resource Council
Texas
$326K +$326K +2,820 New
WIP
354
WealthCare Investment Partners
Rhode Island
$324K +$324K +2,803 New
AP
355
Adero Partners
California
$323K – – –
AA
356
Ancora Advisors
Ohio
$322K +$6.13K +53 +2%
CC
357
Cypress Capital
Tennessee
$318K +$318K +2,749 New
CA
358
Claro Advisors
Massachusetts
$317K -$106K -914 -25%
WPP
359
Whalerock Point Partners
Rhode Island
$316K – – –
FPOC
360
Financial Planners of Cleveland
Ohio
$313K +$313K +2,853 New
FANJ
361
Financial Architects (New Jersey)
New Jersey
$311K +$231 +2 +0.1%
PCIA
362
Prime Capital Investment Advisors
Kansas
$310K – – –
CWM
363
Calamos Wealth Management
Illinois
$309K – – –
KFS
364
Kaizen Financial Strategies
California
$309K +$926 +8 +0.3%
EI
365
Ellevest Inc
New York
$307K – – –
SAM
366
Silvercrest Asset Management
New York
$304K +$462 +4 +0.2%
WBC
367
West Branch Capital
Massachusetts
$304K +$13.5K +117 +5%
BPC
368
Banque Pictet & Cie
Switzerland
$301K – – –
PNAA
369
Pictet North America Advisors
Switzerland
$301K – – –
DG
370
Doman Group
New York
$297K +$297K +2,569 New
CL
371
Choreo LLC
Illinois
$285K +$285K +2,468 New
AA
372
Alesco Advisors
New York
$278K – – –
BCA
373
Bay Colony Advisors
Massachusetts
$278K +$231 +2 +0.1%
SMH
374
Sanders Morris Harris
Texas
$274K -$15.4K -133 -5%
PCA
375
Pallas Capital Advisors
Massachusetts
$272K -$2.75K -27 -1%
13 14
15
16 17