IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$222M
3
Bank of America
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
Corient Private Wealth
Florida
$45.4M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
Osaic Holdings
Arizona
$31.7M
3
AWM
AE Wealth Management
Kansas
$16.1M
4
AAMA
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
376
Nomura Asset Management
Japan
$450K – – –
LIM
377
Leavell Investment Management
Alabama
$449K – – –
SCM
378
SOL Capital Management
Maryland
$443K – – –
WCG
379
Weaver Consulting Group
California
$442K +$7.6K +73 +2%
NW
380
NewEdge Wealth
Pennsylvania
$441K – – –
PP
381
Patten & Patten
Tennessee
$433K -$52.1K -500 -11%
KWA
382
Kingswood Wealth Advisors
California
$433K +$433K +4,161 New
PPWP
383
Premier Path Wealth Partners
New Jersey
$430K +$430K +4,135 New
SWA
384
Stratos Wealth Advisors
Ohio
$430K +$312 +3 +0.1%
TBWA
385
Three Bridge Wealth Advisors
California
$425K -$16K -154 -4%
MWA
386
Meridian Wealth Advisors
Texas
$424K – – –
GWM
387
Geneos Wealth Management
Colorado
$423K +$12.4K +119 +3%
EFG
388
Embree Financial Group
Illinois
$423K +$423K +4,060 New
RIS
389
Retirement Income Solutions
Michigan
$416K – – –
MWS
390
Maxwell Wealth Strategies
California
$415K +$415K +3,991 New
FCG
391
Fielder Capital Group
Tennessee
$407K +$407K +3,908 New
SWM
392
SeaCrest Wealth Management
New York
$398K -$10.1K -100 -2%
RIA
393
RPG Investment Advisory
California
$396K -$99.4K -955 -20%
TI
394
Trexquant Investment
Connecticut
$392K -$57.3K -550 -13%
MW
395
Marcum Wealth
Ohio
$374K +$374K +3,592 New
EWA
396
Exencial Wealth Advisors
Oklahoma
$372K +$372K +3,571 New
VFA
397
Valeo Financial Advisors
Indiana
$367K -$1.04M -10,013 -74%
MWM
398
Mission Wealth Management
California
$359K +$96.7K +929 +37%
BTWM
399
Baker Tilly Wealth Management
Wisconsin
$359K – – –
FCCM
400
First City Capital Management
Georgia
$358K -$67K -644 -16%
14 15
16
17 18