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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
376
Albion Financial Group
Utah
$255K -$54.9K -674 -18%
CCA
377
Cobblestone Capital Advisors
New York
$255K – – –
WIP
378
WealthCare Investment Partners
Rhode Island
$254K +$82 +1 +0%
PFC
379
Phocas Financial Corp
California
$253K -$28.5K -350 -10%
LW
380
Linscomb Wealth
Texas
$252K -$93.3K -1,144 -27%
BWM
381
Brickley Wealth Management
California
$245K -$379K -4,646 -61%
HL
382
HeadInvest LLC
Maine
$240K – – –
IA
383
IFP Advisors
Florida
$238K -$57.5K -996 -19%
SF
384
Safeguard Financial
Wisconsin
$237K +$237K +2,909 New
OPS
385
Orion Portfolio Solutions
Nebraska
$236K -$301K -3,693 -56%
ACM
386
Armbruster Capital Management
New York
$236K – – –
Brown Advisory
387
Brown Advisory
Maryland
$236K -$135K -1,651 -36%
BBHC
388
Brown Brothers Harriman & Co
New York
$233K – – –
AFC
389
AFT Forsyth & Company
Florida
$233K +$1.06K +13 +0.5%
GA
390
Goldstein Advisors
Wisconsin
$232K +$232K +2,842 New
MA
391
MONECO Advisors
Connecticut
$232K – – –
AP
392
Adero Partners
California
$227K – – –
SC
393
Stephens Consulting
Michigan
$225K – – –
AA
394
Ancora Advisors
Ohio
$224K -$7.56K -93 -3%
PCA
395
Pallas Capital Advisors
Massachusetts
$222K – – –
DAS
396
Dynamic Advisor Solutions
Arizona
$220K +$220K +2,697 New
CWM
397
Calamos Wealth Management
Illinois
$218K – – –
BAMCO Inc
398
BAMCO Inc
New York
$217K +$217K +2,663 New
SAM
399
Silvercrest Asset Management
New York
$217K +$571 +7 +0.3%
EI
400
Ellevest Inc
New York
$216K -$40.7K -499 -16%
14 15
16
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