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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
LPL Financial
LPL Financial
California
+$34.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
AWM
AE Wealth Management
Kansas
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$144M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$27.7M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
351
Choreo LLC
Illinois
$413K – – –
SAG
352
SageView Advisory Group
California
$411K -$52.3K -552 -11%
LIM
353
Leavell Investment Management
Alabama
$410K – – –
CAL
354
Capital Analysts LLC
Pennsylvania
$410K +$7.02K +74 +2%
Nomura Asset Management
355
Nomura Asset Management
Japan
$410K – – –
TI
356
Trexquant Investment
Connecticut
$409K -$31.4K -331 -7%
PG
357
Patten Group
Tennessee
$405K -$26.8K -283 -6%
SCM
358
SOL Capital Management
Maryland
$404K – – –
Betterment LLC
359
Betterment LLC
New York
$403K +$59.9K +631 +17%
TBWA
360
Three Bridge Wealth Advisors
California
$403K +$14.7K +154 +4%
NW
361
NewEdge Wealth
Pennsylvania
$402K -$94.8K -1,000 -19%
WCG
362
Weaver Consulting Group
California
$396K – – –
DAS
363
Dynamic Advisor Solutions
Arizona
$395K -$24.6K -259 -6%
Millennium Management
364
Millennium Management
New York
$394K -$569K -6,000 -59%
DI
365
DFPG Investments
Utah
$392K -$28.1K -292 -7%
SWA
366
Stratos Wealth Advisors
Ohio
$391K – – –
ME
367
McIlrath & Eck
Washington
$390K +$390K +4,112 New
FCCM
368
First City Capital Management
Georgia
$387K – – –
MWA
369
Meridian Wealth Advisors
Texas
$386K – – –
SWM
370
SeaCrest Wealth Management
New York
$383K – – –
RIS
371
Retirement Income Solutions
Michigan
$379K – – –
GWM
372
Geneos Wealth Management
Colorado
$374K +$3.32K +35 +0.9%
RWP
373
Revolve Wealth Partners
New Jersey
$360K +$17.8K +188 +5%
FFA
374
Farther Finance Advisors
California
$357K -$2.28M -24,027 -86%
GG
375
GenWealth Group
New Jersey
$351K – – –
13 14
15
16 17