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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

768 hedge funds and large institutions have $15.8B invested in iShares Core S&P US Growth ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 233 increasing their positions, 227 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+79
Holders Change %
+11.47%
% of All Funds
10.22%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
127
Increased
233
Reduced
227
Closed
34
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
-$35K

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$66.2M
2
LPL Financial
LPL Financial
California
+$59.3M
3
Bank of America
Bank of America
North Carolina
+$40.1M
4
Fidelity International
Fidelity International
Bermuda
+$28.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$16.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$110M
2
FWI
Facet Wealth Inc
Maryland
-$53.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$52.8M
4
Two Sigma Investments
Two Sigma Investments
New York
-$27.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSI
376
Bennett Selby Investments
Maine
$696K – – –
LRIA
377
Leonard Rickey Investment Advisors
Washington
$696K +$18.1K +130 +3%
FAM
378
Forte Asset Management
New York
$690K -$6.27K -45 -0.9%
PCH
379
PGIM Custom Harvest
New Jersey
$687K +$687K +4,930 New
WFAG
380
Wescott Financial Advisory Group
Pennsylvania
$681K -$141K -1,010 -17%
HPM
381
Hoxton Planning & Management
West Virginia
$674K -$13.9K -100 -2%
Jane Street
382
Jane Street
New York
$674K +$271K +1,946 +67%
WT
383
Whittier Trust
California
$669K -$271K -1,948 -29%
LFA
384
Legacy Financial Advisors
Kentucky
$669K – – –
SCA
385
St. Clair Advisors
Ohio
$663K – – –
AAS
386
Annex Advisory Services
Wisconsin
$662K +$662K +4,750 New
MWS
387
Maxwell Wealth Strategies
California
$660K – – –
PWM
388
Parkworth Wealth Management
California
$660K +$660K +4,736 New
SCM
389
Sterling Capital Management
North Carolina
$659K -$520K -3,730 -44%
SCM
390
SOL Capital Management
Maryland
$656K – – –
BFA
391
Beaumont Financial Advisors
Massachusetts
$652K -$17K -122 -3%
OWA
392
Octavia Wealth Advisors
Ohio
$652K -$1.95K -14 -0.3%
MPW
393
Melone Private Wealth
Michigan
$645K – – –
FIA
394
Foundations Investment Advisors
Arizona
$643K +$350K +2,511 +119%
GWCM
395
Godshalk Welsh Capital Management
Pennsylvania
$643K – – –
NRI
396
NFP Retirement Inc
California
$633K – – –
AWM
397
Avior Wealth Management
Nebraska
$632K +$5.44K +39 +0.9%
ISFAN
398
Investor's Fiduciary Advisor Network
Washington
$630K +$630K +4,526 New
OP
399
ORG Partners
Indiana
$628K -$103K -740 -14%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$626K +$234K +1,660 +59%
14 15
16
17 18