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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
351
Patten Group
Tennessee
$360K -$6.04K -68 -2%
BRWA
352
B. Riley Wealth Advisors
Florida
$357K +$6.39K +72 +2%
RIS
353
Retirement Income Solutions
Michigan
$355K +$355K +4,000 New
BTWM
354
Baker Tilly Wealth Management
Wisconsin
$353K – – –
GG
355
Greenwood Gearhart
Arkansas
$348K -$1.33K -15 -0.4%
GWM
356
Geneos Wealth Management
Colorado
$347K -$1.86K -21 -0.5%
CRI
357
Colonial River Investments
Virginia
$345K -$24.5K -276 -7%
GG
358
GenWealth Group
New Jersey
$342K -$25.3K -285 -7%
SWM
359
SeaCrest Wealth Management
New York
$333K +$21.1K +238 +7%
KWM
360
Kingsview Wealth Management
Oregon
$331K -$24.4K -275 -7%
FFA
361
Farther Finance Advisors
California
$330K +$121K +1,366 +58%
National Bank of Canada
362
National Bank of Canada
Quebec, Canada
$327K -$5.42K -61 -2%
VWA
363
V Wealth Advisors
Kansas
$314K -$1.86K -21 -0.6%
MAM
364
Madison Asset Management
Wisconsin
$311K -$3.95M -44,441 -93%
IW
365
Imprint Wealth
South Carolina
$302K +$302K +3,398 New
Betterment LLC
366
Betterment LLC
New York
$300K +$300K +3,377 New
Corient Private Wealth
367
Corient Private Wealth
Florida
$299K -$9.59K -108 -3%
PCIA
368
Prime Capital Investment Advisors
Kansas
$298K -$48.6K -547 -14%
MFG
369
Magnus Financial Group
New York
$297K -$31.4K -354 -10%
PWA
370
Peterson Wealth Advisors
Utah
$297K – – –
WSFS
371
Wilmington Savings Fund Society
Delaware
$293K – – –
Financial Engines Advisors
372
Financial Engines Advisors
California
$289K -$401K -4,522 -58%
KW
373
KWB Wealth
California
$285K – – –
Wealth Enhancement Advisory Services
374
Wealth Enhancement Advisory Services
Minnesota
$284K +$284K +3,203 New
LJAC
375
L.J. Altfest & Co
New York
$284K – – –
13 14
15
16 17