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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.25B
2
Morgan Stanley
Morgan Stanley
New York
$712M
3
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M
4
MWM
Modera Wealth Management
New Jersey
$22.5M
5
PBF
Petix & Botte Financial
California
$24.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$110M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$28.7M
3
ClearBridge Investments
ClearBridge Investments
New York
$9.4M
4
RJA
Raymond James & Associates
Florida
$75.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
351
Ellevest Inc
New York
$280K – – –
SAM
352
Silvercrest Asset Management
New York
$279K +$529 +5 +0.2%
WBC
353
West Branch Capital
Massachusetts
$278K +$422 +4 +0.2%
IA
354
IFP Advisors
Florida
$278K +$266K +4,622 +2,180%
TI
355
Trexquant Investment
Connecticut
$277K -$133K -1,262 -32%
CA
356
Calton & Associates
Florida
$276K -$291K -2,753 -51%
PCA
357
Pallas Capital Advisors
Massachusetts
$275K +$10.2K +103 +4%
BCA
358
Bay Colony Advisors
Massachusetts
$274K +$20.4K +193 +8%
FA
359
Flagstar Advisors
New York
$274K +$30.6K +290 +13%
SMH
360
Sanders Morris Harris
Texas
$265K +$15K +142 +6%
BBHC
361
Brown Brothers Harriman & Co
New York
$264K – – –
PPP
362
Private Portfolio Partners
New Jersey
$262K -$73K -691 -22%
CL
363
Choreo LLC
Illinois
$261K – – –
AA
364
Alesco Advisors
New York
$254K – – –
PMFA
365
Plante Moran Financial Advisors
Michigan
$250K +$9.4K +89 +4%
LA
366
Latitude Advisors
Florida
$248K +$16.5K +156 +7%
APWA
367
Atlas Private Wealth Advisors
New Jersey
$247K +$247K +2,333 New
FMN
368
Financial Management Network
California
$246K – – –
HHGA
369
Halbert Hargrove Global Advisors
California
$238K +$423 +4 +0.2%
WI
370
WBI Investments
New Jersey
$232K +$232K +2,293 New
FFA
371
Freedman Financial Associates
Massachusetts
$225K -$12.6K -117 -5%
GWSG
372
GPS Wealth Strategies Group
Colorado
$225K -$423 -4 -0.2%
BSSFA
373
Baron Silver Stevens Financial Advisors
Florida
$225K +$225K +2,131 New
SI
374
Stephens Inc
Arkansas
$224K -$10.7K -101 -5%
PFC
375
Phocas Financial Corp
California
$222K -$13.2K -125 -6%
13 14
15
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