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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
376
Revolve Wealth Partners
New Jersey
$281K -$76.2K -858 -21%
WA
377
Wealth Alliance
New York
$280K -$3.64K -41 -1%
BEI
378
Benjamin Edwards Inc
Missouri
$278K -$15.4K -174 -5%
CCA
379
Cobblestone Capital Advisors
New York
$278K – – –
FANJ
380
Financial Architects (New Jersey)
New Jersey
$277K -$34.9K -393 -11%
AFG
381
Albion Financial Group
Utah
$275K -$3.11K -35 -1%
TSS
382
Two Sigma Securities
New York
$273K +$273K +3,075 New
LW
383
Linscomb Wealth
Texas
$267K -$7.28K -82 -3%
CGA
384
Crescent Grove Advisors
Illinois
$266K -$3.22M -36,316 -92%
HL
385
HeadInvest LLC
Maine
$262K – – –
AWM
386
Apollon Wealth Management
South Carolina
$260K +$260K +2,926 New
ACM
387
Armbruster Capital Management
New York
$257K – – –
AFC
388
AFT Forsyth & Company
Florida
$255K +$621 +7 +0.2%
BBHC
389
Brown Brothers Harriman & Co
New York
$254K – – –
MA
390
MONECO Advisors
Connecticut
$252K – – –
SB
391
Strategic Blueprint
Georgia
$251K +$251K +2,827 New
KPWG
392
KFA Private Wealth Group
Virginia
$250K +$250K +2,821 New
RIA
393
Regal Investment Advisors
Michigan
$249K -$56.7K -639 -19%
MA
394
Mutual Advisors
Nebraska
$248K -$69.9K -787 -22%
SC
395
Stephens Consulting
Michigan
$247K +$2.49K +28 +1%
OC
396
Oarsman Capital
Wisconsin
$246K -$35.5K -400 -13%
WIP
397
WealthCare Investment Partners
Rhode Island
$241K -$35.6K -401 -13%
AA
398
Ancora Advisors
Ohio
$239K -$6.04K -68 -2%
RWA
399
Rooted Wealth Advisors
Illinois
$238K +$238K +2,651 New
SCI
400
Stableford Capital II
Arizona
$237K +$237K +2,909 New
14 15
16
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