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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
401
Pallas Capital Advisors
Massachusetts
$237K – – –
CWM
402
Calamos Wealth Management
Illinois
$237K – – –
SAM
403
Silvercrest Asset Management
New York
$237K +$888 +10 +0.4%
TFA
404
Triad Financial Advisors
North Carolina
$236K -$171K -1,930 -42%
WBC
405
West Branch Capital
Massachusetts
$236K +$710 +8 +0.3%
EI
406
Ellevest Inc
New York
$236K – – –
GA
407
Goldstein Advisors
Wisconsin
$234K -$18K -203 -7%
Qube Research & Technologies (QRT)
408
Qube Research & Technologies (QRT)
United Kingdom
$233K +$153K +1,718 +188%
ML
409
McAdam LLC
Pennsylvania
$232K +$232K +2,615 New
SG
410
StoneX Group
New York
$229K +$229K +2,581 New
CA
411
Claro Advisors
Massachusetts
$229K +$444 +5 +0.2%
CC
412
Cypress Capital
Tennessee
$228K – – –
MWM
413
Mission Wealth Management
California
$220K -$69.8K -786 -24%
CFG
414
Citizens Financial Group
Rhode Island
$219K +$219K +2,465 New
AA
415
Alesco Advisors
New York
$213K +$213K +2,400 New
Renaissance Technologies
416
Renaissance Technologies
New York
$213K +$213K +2,400 New
AP
417
Adero Partners
California
$212K -$35.2K -397 -14%
MM
418
Meridian Management
Arkansas
$208K +$208K +2,342 New
NL
419
NWAM LLC
Washington
$207K +$207K +2,328 New
DAS
420
Dynamic Advisor Solutions
Arizona
$204K -$35.4K -399 -15%
FMN
421
Financial Management Network
California
$203K +$203K +2,286 New
Brown Advisory
422
Brown Advisory
Maryland
$203K -$54.1K -609 -21%
SWM
423
SFG Wealth Management
Maryland
$202K +$202K +2,280 New
FP
424
Financial Perspectives
Minnesota
$181K +$533 +6 +0.3%
CTC
425
Central Trust Company
Missouri
$178K +$7.1K +80 +4%
15 16
17
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