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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$54.7M
2
Wells Fargo
Wells Fargo
California
+$39.6M
3
RJA
Raymond James & Associates
Florida
+$34.2M
4
Morgan Stanley
Morgan Stanley
New York
+$32M
5
LPL Financial
LPL Financial
California
+$18.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$155M
2
AWM
AE Wealth Management
Kansas
-$52.7M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$14.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
376
Flagstar Advisors
New York
$267K +$231 +2 +0.1%
FMN
377
Financial Management Network
California
$264K – – –
PMFA
378
Plante Moran Financial Advisors
Michigan
$263K -$21.9K -190 -8%
KWM
379
Kingsview Wealth Management
Oregon
$261K -$105K -913 -29%
HHGA
380
Halbert Hargrove Global Advisors
California
$260K +$347 +3 +0.1%
TSS
381
Two Sigma Securities
New York
$259K -$949K -8,200 -79%
PFC
382
Phocas Financial Corp
California
$258K +$258K +2,228 New
SI
383
Stephens Inc
Arkansas
$257K +$257K +2,219 New
FFA
384
Freedman Financial Associates
Massachusetts
$256K – – –
LA
385
Latitude Advisors
Florida
$254K -$2.09K -18 -0.8%
DC
386
Davenport & Co
Virginia
$252K -$7.51K -65 -3%
GWSG
387
GPS Wealth Strategies Group
Colorado
$247K +$232 +2 +0.1%
DP
388
Denver PWM
Colorado
$241K -$38.1K -327 -14%
SF
389
Synovus Financial
Georgia
$241K -$926 -8 -0.4%
CS
390
Comerica Securities
Michigan
$241K – – –
DY
391
Dowling & Yahnke
California
$240K – – –
BWM
392
Baystate Wealth Management
Massachusetts
$239K +$239K +2,070 New
Brown Advisory
393
Brown Advisory
Maryland
$238K +$11.8K +102 +5%
IRC
394
Investors Research Corp
Georgia
$237K +$73.1K +632 +45%
BWP
395
Bernardo Wealth Planning
Pennsylvania
$236K – – –
SDWIA
396
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K – – –
SGI
397
Summit Global Investments
Utah
$233K – – –
E
398
ETFidea
New York
$231K +$231K +2,000 New
NEGWA
399
New England Guild Wealth Advisors
Connecticut
$231K – – –
EPA
400
Element Pointe Advisors
Florida
$231K – – –
14 15
16
17 18