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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
LPL Financial
LPL Financial
California
$1.31B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$688M
4
Osaic Holdings
Osaic Holdings
Arizona
$51.4M
5
AWM
AE Wealth Management
Kansas
$25.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.39B
2
Fidelity International
Fidelity International
Bermuda
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.44M
4
UBS Group
UBS Group
Switzerland
$128M
5
FAIM
Financial Advocates Investment Management
Washington
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
376
Two Sigma Securities
New York
$344K +$344K +3,632 New
BTWM
377
Baker Tilly Wealth Management
Wisconsin
$327K -$50.1K -528 -13%
KW
378
KWB Wealth
California
$323K -$4.78K -49 -1%
PWA
379
Peterson Wealth Advisors
Utah
$318K – – –
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$316K +$175K +1,843 +124%
GBWM
381
Granite Bay Wealth Management
New Hampshire
$315K +$315K +3,213 New
MFG
382
Magnus Financial Group
New York
$314K -$3.89K -41 -1%
PAS
383
Park Avenue Securities
New York
$313K +$313K +3,300 New
WSFS
384
Wilmington Savings Fund Society
Delaware
$313K – – –
VP
385
Verum Partners
North Carolina
$312K +$312K +3,293 New
TFA
386
Teamwork Financial Advisors
Texas
$310K +$310K +3,268 New
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$306K +$306K +3,229 New
LJAC
388
L.J. Altfest & Co
New York
$303K – – –
SWP
389
Summit Wealth Partners
Florida
$302K +$302K +3,181 New
CCA
390
Cobblestone Capital Advisors
New York
$297K – – –
BRWA
391
B. Riley Wealth Advisors
Florida
$295K -$12.4K -130 -4%
KPWG
392
KFA Private Wealth Group
Virginia
$295K +$27K +285 +10%
VV
393
Verity & Verity
South Carolina
$291K – – –
LW
394
Linscomb Wealth
Texas
$291K +$5.5K +58 +2%
BWM
395
Boyd Wealth Management
California
$288K +$288K +3,040 New
CWM
396
Cornerstone Wealth Management
Missouri
$284K +$284K +2,999 New
HL
397
HeadInvest LLC
Maine
$281K – – –
APWA
398
Atlas Private Wealth Advisors
New Jersey
$280K -$9.11K -96 -3%
PWM
399
PRW Wealth Management
Massachusetts
$278K +$278K +3,029 New
OC
400
Oarsman Capital
Wisconsin
$277K +$13.5K +142 +5%
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16
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