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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

456 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
7.96%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
138
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.14B
2
LPL Financial
2
LPL Financial
California
$1.28B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$138M
4
DA
4
Doliver Advisors
Texas
$71.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$220M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$13K
2
PPA
2
Parametric Portfolio Associates
Washington
$351K
3
AWM
3
AE Wealth Management
Kansas
$10.1M
4
VC
4
Veracity Capital
Georgia
$18.1M
5
FP
5
Financial Perspectives
Minnesota
$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
376
Eaton Vance Management
Massachusetts
$55K – – –
FFA
377
Founders Financial Alliance
North Carolina
$55K – – –
HWA
378
Heritage Wealth Advisors
Virginia
$53K -$210K -2,075 -80%
PGWM
379
Parisi Gray Wealth Management
New Jersey
$46K +$46K +454 New
KFS
380
Kelly Financial Services
Massachusetts
$45K +$44.6K +4,491 +9,980%
KTC
381
Kistler-Tiffany Companies
Pennsylvania
$43K – – –
NFSG
382
Newbridge Financial Services Group
Florida
$42K +$102 +1 +0.2%
FRA
383
Front Row Advisors
California
$40K – – –
GWMIA
384
Global Wealth Management Investment Advisory
Florida
$40K – – –
AWM
385
Accel Wealth Management
Iowa
$40K – – –
HCP
386
Hexagon Capital Partners
Arkansas
$39K – – –
VRM
387
Vectors Research Management
New York
$38K – – –
GEA
388
Glen Eagle Advisors
New Jersey
$35.3K – – –
SC
389
SouthState Corp
Florida
$35K – – –
MPCG
390
Matrix Private Capital Group
New York
$35K – – –
TVAMP
391
Tennessee Valley Asset Management Partners
Tennessee
$33K -$33.8K -338,196 -51%
CAAS
392
Capital Asset Advisory Services
Michigan
$33K -$4.38K -43 -12%
LAS
393
Lloyd Advisory Services
Georgia
$32K -$2.84M -28,085 -99%
HS
394
Horan Securities
United States
$30K +$30K +297 New
PCA
395
Providence Capital Advisors
North Carolina
$30K +$30K +300 New
LPWM
396
Lake Point Wealth Management
Texas
$29K +$29K +290 New
AssetMark Inc
397
AssetMark Inc
California
$28K +$16.2K +163 +137%
BWA
398
BDO Wealth Advisors
Florida
$28K +$26.8K +267 +2,225%
BAM
399
Barrett Asset Management
New York
$27K – – –
AA
400
Addison Advisors
Vermont
$27K +$27K +270 New
14 15
16
17 18