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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
3
Bank of America
Bank of America
North Carolina
+$51.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$44.4M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$39.8M

Top Sellers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$47.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$24.7M
3
AWM
AE Wealth Management
Kansas
-$12.6M
4
AAMA
Advanced Asset Management Advisors
Ohio
-$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
351
Merit Financial Group
Georgia
$534K +$416 +4 +0.1%
RCAG
352
Rehmann Capital Advisory Group
Michigan
$532K +$416 +4 +0.1%
HI
353
Harbour Investments
Wisconsin
$531K +$41.3K +397 +8%
Citigroup
354
Citigroup
New York
$527K +$9.27K +89 +2%
NRI
355
NFP Retirement Inc
California
$526K -$208 -2 -0%
BSI
356
Bennett Selby Investments
Maine
$521K – – –
MFA
357
Millington Financial Advisors
Illinois
$520K +$1.15K +11 +0.2%
TPWA
358
TRUE Private Wealth Advisors
Oregon
$520K -$52K -500 -9%
FAM
359
Forte Asset Management
New York
$520K – – –
HPM
360
Hoxton Planning & Management
West Virginia
$519K -$29K -279 -5%
MPW
361
Melone Private Wealth
Michigan
$516K -$50.1K -481 -9%
SS
362
Sunbelt Securities
Texas
$515K -$52.1K -500 -9%
CAL
363
Capital Analysts LLC
Pennsylvania
$511K +$61K +586 +14%
BFA
364
Beaumont Financial Advisors
Massachusetts
$500K – – –
LFA
365
Legacy Financial Advisors
Kentucky
$500K +$4.58K +44 +0.9%
AIM
366
Anchor Investment Management
South Carolina
$483K – – –
GWCM
367
Godshalk Welsh Capital Management
Pennsylvania
$474K +$2.08K +20 +0.4%
HFA
368
High Falls Advisors
New York
$465K – – –
AWM
369
Avior Wealth Management
Nebraska
$463K +$3.12K +30 +0.7%
CL
370
Choreo LLC
Illinois
$458K +$4.37K +42 +1%
DJSG
371
D.J. St. Germain
Massachusetts
$457K – – –
WFAG
372
Worth Financial Advisory Group
North Carolina
$454K – – –
Betterment LLC
373
Betterment LLC
New York
$454K +$12.2K +117 +3%
GG
374
Greenwood Gearhart
Arkansas
$453K -$47.2K -453 -9%
SCM
375
Seascape Capital Management
New Hampshire
$452K -$238K -2,284 -34%
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15
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