IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
351
Carolinas Wealth Consulting
North Carolina
$708K -$19K -144 -3%
CT
352
Colonial Trust
South Carolina
$705K – – –
CL
353
Choreo LLC
Illinois
$704K +$49.6K +382 +8%
GWM
354
GDS Wealth Management
Texas
$704K -$9.02M -68,371 -93%
GAG
355
GM Advisory Group
New York
$703K – – –
OP
356
ORG Partners
Indiana
$692K -$697K -5,278 -50%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$686K +$132 +1 +0%
SWM
358
SeaCrest Wealth Management
New York
$685K – – –
WPP
359
Whalerock Point Partners
Rhode Island
$684K – – –
MFA
360
Millington Financial Advisors
Illinois
$663K +$791 +6 +0.1%
BSI
361
Bennett Selby Investments
Maine
$659K -$264 -2 -0%
FAM
362
Forte Asset Management
New York
$659K – – –
Allspring Global Investments
363
Allspring Global Investments
North Carolina
$658K -$139K -1,051 -17%
HPM
364
Hoxton Planning & Management
West Virginia
$651K -$22.8K -173 -3%
LRIA
365
Leonard Rickey Investment Advisors
Washington
$642K +$3.96K +30 +0.6%
CFO
366
Collective Family Office
Pennsylvania
$640K -$39.6K -300 -6%
BFA
367
Beaumont Financial Advisors
Massachusetts
$633K – – –
LFA
368
Legacy Financial Advisors
Kentucky
$633K – – –
MWS
369
Maxwell Wealth Strategies
California
$632K – – –
SCA
370
St. Clair Advisors
Ohio
$627K – – –
FFP
371
FourThought Financial Partners
Florida
$622K – – –
SCM
372
SOL Capital Management
Maryland
$621K +$19.8K +150 +3%
OWA
373
Octavia Wealth Advisors
Ohio
$619K -$132 -1 -0%
MAM
374
Madison Asset Management
Wisconsin
$614K – – –
EI
375
Ellevest Inc
New York
$611K +$261K +1,979 +75%
13 14
15
16 17