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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$272M
2
Morgan Stanley
Morgan Stanley
New York
+$40.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$18.7M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$118M
2
IWS
Insight Wealth Strategies
California
-$17.1M
3
CG
Colony Group
Massachusetts
-$15.7M
4
MAM
Madison Asset Management
Wisconsin
-$14.1M
5
GM
GeoWealth Management
Illinois
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
351
Adero Partners
California
$237K – – –
KPWG
352
KFA Private Wealth Group
Virginia
$236K -$17.2K -205 -7%
FZCM
353
Flynn Zito Capital Management
New York
$236K +$236K +2,821 New
SDWMA
354
Schneider Downs Wealth Management Advisors
Pennsylvania
$234K +$234K +2,794 New
RIA
355
Regal Investment Advisors
Michigan
$232K -$5.7K -68 -2%
SC
356
Stephens Consulting
Michigan
$231K – – –
CC
357
Cypress Capital
Tennessee
$230K – – –
KPW
358
Kore Private Wealth
New York
$228K +$228K +2,721 New
CA
359
Claro Advisors
Massachusetts
$226K -$3.34K -40 -1%
BBHC
360
Brown Brothers Harriman & Co
New York
$226K +$16.7K +200 +8%
CWM
361
Calamos Wealth Management
Illinois
$223K – – –
EI
362
Ellevest Inc
New York
$222K – – –
KFS
363
Kaizen Financial Strategies
California
$221K -$2.42K -29 -1%
WBC
364
West Branch Capital
Massachusetts
$221K +$335 +4 +0.2%
SAM
365
Silvercrest Asset Management
New York
$221K +$418 +5 +0.2%
AA
366
Alesco Advisors
New York
$212K +$10.9K +130 +5%
CL
367
Choreo LLC
Illinois
$207K – – –
CPIG
368
Chicago Partners Investment Group
Illinois
$205K +$205K +2,174 New
CTC
369
Central Trust Company
Missouri
$186K +$99.7K +1,190 +116%
BAM
370
Belpointe Asset Management
Nevada
$183K +$183K +2,194 New
GWSG
371
GPS Wealth Strategies Group
Colorado
$177K -$751 -9 -0.4%
FP
372
Financial Perspectives
Minnesota
$169K +$2.34K +28 +1%
AW
373
ACG Wealth
Georgia
$168K – – –
HWMA
374
Heritage Wealth Management (Arizona)
Arizona
$160K -$4.94K -59 -3%
PA
375
Parallel Advisors
California
$155K -$96.9K -1,159 -38%
13 14
15
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