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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
2
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
4
LPL Financial
California
$1.32B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.15B
2
DA
2
Doliver Advisors
Texas
$58M
3
BlackRock
3
BlackRock
New York
$50.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
401
Hexagon Capital Partners
Arkansas
$39K – – –
Koshinski Asset Management
402
Koshinski Asset Management
Illinois
$38.2K +$38.2K +373 New
AFS
403
Annapolis Financial Services
Maryland
$38K +$38K +375 New
MPCG
404
Matrix Private Capital Group
New York
$36K – – –
GEA
405
Glen Eagle Advisors
New Jersey
$35.8K – – –
MA
406
MCF Advisors
Kentucky
$34K +$34K +331 New
SC
407
SouthState Corp
Florida
$31K -$5.17K -50 -14%
PCA
408
Providence Capital Advisors
North Carolina
$31K – – –
LPWM
409
Lake Point Wealth Management
Texas
$30K – – –
AA
410
Addison Advisors
Vermont
$28K – – –
BAM
411
Barrett Asset Management
New York
$27K – – –
BWA
412
BDO Wealth Advisors
Florida
$26K -$2.12K -21 -8%
AIC
413
Archer Investment Corporation
Indiana
$25.4K – – –
JCM
414
Jacobi Capital Management
Pennsylvania
$25K – – –
JHCP
415
Jackson Hole Capital Partners
Oklahoma
$25K – – –
PFBT
416
Parkside Financial Bank & Trust
Missouri
$24K – – –
IF
417
Ironwood Financial
Arizona
$24K – – –
LWP
418
Lumature Wealth Partners
Georgia
$24K +$24K +233 New
FWP
419
FAS Wealth Partners
Kansas
$23K – – –
SL
420
Savior LLC
Massachusetts
$22K -$598K -5,787 -96%
IA
421
IFP Advisors
Florida
$22K – – –
LWA
422
Lenox Wealth Advisors
New York
$22K +$4.3K +42 +24%
TCWA
423
Ten Capital Wealth Advisors
Washington
$22K +$22K +216 New
EVM
424
Eaton Vance Management
Massachusetts
$20K – – –
GI
425
Gradient Investments
Minnesota
$18K – – –
15 16
17
18 19