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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRIA
351
Leonard Rickey Investment Advisors
Washington
$587K -$86.3K -736 -13%
VCP
352
Verus Capital Partners
Arizona
$586K +$338K +2,880 +136%
BSI
353
Bennett Selby Investments
Maine
$586K – – –
TPWA
354
TRUE Private Wealth Advisors
Oregon
$586K +$117 +1 +0%
FAM
355
Forte Asset Management
New York
$585K – – –
FFP
356
FourThought Financial Partners
Florida
$583K -$56.3K -480 -9%
PCIA
357
Prime Capital Investment Advisors
Kansas
$576K -$968K -8,262 -63%
HPM
358
Hoxton Planning & Management
West Virginia
$574K -$10.4K -89 -2%
MPW
359
Melone Private Wealth
Michigan
$568K -$12.2K -104 -2%
SA
360
SpiderRock Advisors
Delaware
$567K +$567K +4,900 New
MWS
361
Maxwell Wealth Strategies
California
$566K +$89.3K +747 +19%
KFS
362
Kaizen Financial Strategies
California
$566K +$566K +4,825 New
BFA
363
Beaumont Financial Advisors
Massachusetts
$563K – – –
LFA
364
Legacy Financial Advisors
Kentucky
$563K – – –
VPIM
365
Vanguard Personalized Indexing Management
California
$559K +$559K +4,770 New
SCA
366
Snowden Capital Advisors
New York
$551K -$61.8K -527 -10%
HI
367
Harbour Investments
Wisconsin
$543K -$54K -461 -9%
GWCM
368
Godshalk Welsh Capital Management
Pennsylvania
$541K +$7.03K +60 +1%
BFWM
369
Bright Futures Wealth Management
New York
$539K +$539K +4,196 New
AWM
370
AE Wealth Management
Kansas
$534K -$16.9M -143,789 -97%
SCM
371
SOL Capital Management
Maryland
$534K +$35.7K +305 +7%
TW
372
TritonPoint Wealth
Maryland
$532K -$154K -1,295 -22%
Empower Advisory Group
373
Empower Advisory Group
Colorado
$527K +$527K +4,500 New
HFA
374
High Falls Advisors
New York
$523K – – –
AWM
375
Avior Wealth Management
Nebraska
$523K +$821 +7 +0.2%
13 14
15
16 17