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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
376
&Partners
Tennessee
$519K +$519K +4,425 New
SC
377
Sapient Capital
Indiana
$516K +$516K +4,403 New
CL
378
Choreo LLC
Illinois
$516K – – –
WFAG
379
Worth Financial Advisory Group
North Carolina
$512K – – –
Nomura Asset Management
380
Nomura Asset Management
Japan
$506K – – –
LIM
381
Leavell Investment Management
Alabama
$505K – – –
GG
382
Greenwood Gearhart
Arkansas
$503K -$7.38K -63 -1%
VFG
383
Victory Financial Group
Texas
$501K -$475K -4,050 -49%
Cerity Partners
384
Cerity Partners
New York
$500K -$135K -1,151 -21%
LW
385
Linscomb Wealth
Texas
$499K +$140K +1,192 +39%
WCG
386
Weaver Consulting Group
California
$498K – – –
KWA
387
Kingswood Wealth Advisors
California
$496K +$8.44K +72 +2%
PP
388
Patten & Patten
Tennessee
$488K – – –
AIM
389
Anchor Investment Management
South Carolina
$485K -$58.8K -502 -11%
SWA
390
Stratos Wealth Advisors
Ohio
$483K -$938 -8 -0.2%
NW
391
NewEdge Wealth
Pennsylvania
$481K +$113 +1 +0%
TBWA
392
Three Bridge Wealth Advisors
California
$478K – – –
SCM
393
Seascape Capital Management
New Hampshire
$478K -$30.3K -259 -6%
ES
394
Eagle Strategies
New York
$478K -$1.72M -14,681 -78%
MWA
395
Meridian Wealth Advisors
Texas
$478K – – –
EFG
396
Embree Financial Group
Illinois
$477K +$703 +6 +0.1%
PPWP
397
Premier Path Wealth Partners
New Jersey
$474K -$10.7K -91 -2%
GWM
398
Geneos Wealth Management
Colorado
$471K -$5.16K -44 -1%
TC
399
TownSquare Capital
Utah
$470K +$470K +4,008 New
RIS
400
Retirement Income Solutions
Michigan
$469K – – –
14 15
16
17 18