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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
2
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
4
LPL Financial
California
$1.32B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.15B
2
DA
2
Doliver Advisors
Texas
$58M
3
BlackRock
3
BlackRock
New York
$50.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
376
Arax Advisory Partners
Colorado
$98K – – –
CHA
377
Carmichael Hill & Associates
Maryland
$92K – – –
JGIA
378
Jackson Grant Investment Advisers
Connecticut
$86K – – –
IWP
379
IAG Wealth Partners
Wisconsin
$80K -$16.2K -157 -17%
FHA
380
First Horizon Advisors
Tennessee
$77K +$77K +751 New
KFI
381
Key Financial Inc
Pennsylvania
$71K – – –
EW
382
Element Wealth
Mississippi
$68K +$102 +1 +0.2%
CIAS
383
Capital Investment Advisory Services
North Carolina
$61K – – –
RFA
384
Reilly Financial Advisors
California
$60K – – –
ADL
385
Asset Dedication LLC
California
$58K -$8.98K -87 -13%
GAM
386
Gemmer Asset Management
California
$58K – – –
FFA
387
Founders Financial Alliance
North Carolina
$55K -$2.72K -26 -5%
MAM
388
Meeder Asset Management
Ohio
$55K – – –
HWA
389
Heritage Wealth Advisors
Virginia
$53.8K – – –
AWA
390
Arkadios Wealth Advisors
Georgia
$48K +$35.7K +350 +292%
KTC
391
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
GWMIA
392
Global Wealth Management Investment Advisory
Florida
$43K +$2.67K +26 +7%
TLFA
393
True Link Financial Advisors
California
$43K +$43K +421 New
NFSG
394
Newbridge Financial Services Group
Florida
$42K – – –
CFD
395
Creative Financial Designs
Indiana
$42K +$28.5K +276 +211%
AWM
396
Accel Wealth Management
Iowa
$41K +$920 +9 +2%
CFB
397
Cullen/Frost Bankers
Texas
$40K -$155K -1,500 -79%
CPFP
398
Clear Perspectives Financial Planning
Ohio
$40K +$40K +389 New
FRA
399
Front Row Advisors
California
$39K – – –
VRM
400
Vectors Research Management
New York
$39K – – –
14 15
16
17 18