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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.83B
2
BL
Balentine LLC
Georgia
$108M
3
PPA
Parametric Portfolio Associates
Washington
$108M
4
Morgan Stanley
Morgan Stanley
New York
$246M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$58.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$56M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$350M
3
UBS Group
UBS Group
Switzerland
$238M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.08M
5
ClearBridge Investments
ClearBridge Investments
New York
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
376
Oarsman Capital
Wisconsin
– -$215K -3,176 Closed
Cetera Investment Advisers
377
Cetera Investment Advisers
Illinois
– -$211K -3,119 Closed
GWCM
378
Godshalk Welsh Capital Management
Pennsylvania
– -$210K -3,100 Closed
KPWG
379
KFA Private Wealth Group
Virginia
– -$208K -3,075 Closed
SS
380
Sunbelt Securities
Texas
– -$205K -3,038 Closed
TI
381
tru Independence
Oregon
– -$88K -1,536 Closed
ZB
382
Zions Bancorporation
Utah
– -$68K -1,009 Closed
CB
383
CNB Bank
Pennsylvania
– -$65K -963 Closed
RMAM
384
Raab & Moskowitz Asset Management
New Jersey
– -$29K -431 Closed
DY
385
Dowling & Yahnke
California
– -$26K -387 Closed
CL
386
Cabana LLC
Arkansas
– -$23K -341 Closed
SIC
387
Samalin Investment Counsel
New York
– -$15K -229 Closed
RIA
388
Realta Investment Advisors
Delaware
– -$14K -205 Closed
AC
389
AlphaCore Capital
California
– -$13K -187 Closed
BAM
390
Barrett Asset Management
New York
– -$9K -136 Closed
MWP
391
MYCIO Wealth Partners
Pennsylvania
– -$9K -130 Closed
IFWM
392
Institute for Wealth Management
Colorado
– -$8K -120 Closed
KWM
393
Keebeck Wealth Management
Illinois
– -$5K -87 Closed
PCA
394
Providence Capital Advisors
North Carolina
– -$5K -68 Closed
Chevy Chase Trust
395
Chevy Chase Trust
Maryland
– -$3K -50 Closed
AWA
396
Arkadios Wealth Advisors
Georgia
– -$2.11K -29 Closed
HF
397
Halpern Financial
Virginia
– -$706 -10 Closed
SHWM
398
Silicon Hills Wealth Management
Texas
– -$26 -1 Closed
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