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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
376
Melone Private Wealth
Michigan
$610K -$29.4K -223 -5%
GWCM
377
Godshalk Welsh Capital Management
Pennsylvania
$609K – – –
ASN
378
Advisory Services Network
Georgia
$608K – – –
FHA
379
Flagship Harbor Advisors
Massachusetts
$601K +$601K +4,555 New
NRI
380
NFP Retirement Inc
California
$600K -$64.5K -489 -10%
RIA
381
RPG Investment Advisory
California
$598K +$92.3K +700 +18%
AWM
382
Avior Wealth Management
Nebraska
$593K +$1.06K +8 +0.2%
OWP
383
ORG Wealth Partners
Texas
$590K +$590K +4,471 New
HFA
384
High Falls Advisors
New York
$589K – – –
SC
385
Sapient Capital
Indiana
$581K – – –
WFAG
386
Worth Financial Advisory Group
North Carolina
$576K – – –
SWA
387
Stratos Wealth Advisors
Ohio
$575K +$26K +197 +5%
TW
388
TritonPoint Wealth
Maryland
$572K – – –
ORI
389
Oak Ridge Investments
Illinois
$570K -$122K -927 -18%
Nomura Asset Management
390
Nomura Asset Management
Japan
$570K – – –
GG
391
Greenwood Gearhart
Arkansas
$566K – – –
Empower Advisory Group
392
Empower Advisory Group
Colorado
$566K -$113K -860 -17%
RFA
393
RTD Financial Advisors
Pennsylvania
$564K +$1.06K +8 +0.2%
LW
394
Linscomb Wealth
Texas
$562K – – –
WCG
395
Weaver Consulting Group
California
$560K – – –
BFG
396
Bleakley Financial Group
New Jersey
$558K – – –
SCM
397
Seascape Capital Management
New Hampshire
$555K +$13K +99 +2%
DCM
398
DGS Capital Management
New Jersey
$549K -$12.9K -98 -2%
AIM
399
Anchor Investment Management
South Carolina
$545K – – –
CWM
400
Calamos Wealth Management
Illinois
$543K +$191K +1,450 +54%
14 15
16
17 18