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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
LPL Financial
LPL Financial
California
+$34.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
AWM
AE Wealth Management
Kansas
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$144M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$27.7M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
401
Wealth Alliance
New York
$276K -$14.4K -152 -5%
ACM
402
Armbruster Capital Management
New York
$275K – – –
National Bank of Canada
403
National Bank of Canada
Quebec, Canada
$273K -$50.9K -535 -16%
SF
404
Summit Financial
New Jersey
$273K +$273K +2,864 New
AFC
405
AFT Forsyth & Company
Florida
$273K – – –
BBHC
406
Brown Brothers Harriman & Co
New York
$271K – – –
WWP
407
Waypoint Wealth Partners
California
$268K +$268K +2,827 New
MA
408
MONECO Advisors
Connecticut
$268K – – –
SC
409
Stephens Consulting
Michigan
$261K -$2.66K -28 -1%
AA
410
Ancora Advisors
Ohio
$260K – – –
RIA
411
Regal Investment Advisors
Michigan
$257K -$9.29K -98 -3%
CGA
412
Crescent Grove Advisors
Illinois
$256K -$28.8K -303 -10%
SWM
413
SFG Wealth Management
Maryland
$255K – – –
SAM
414
Silvercrest Asset Management
New York
$253K – – –
CWM
415
Calamos Wealth Management
Illinois
$253K – – –
DC
416
Davenport & Co
Virginia
$253K +$50.6K +534 +25%
WBC
417
West Branch Capital
Massachusetts
$253K – – –
EI
418
Ellevest Inc
New York
$252K -$29K -306 -10%
DCM
419
DGS Capital Management
New Jersey
$248K +$13.3K +140 +6%
WIP
420
WealthCare Investment Partners
Rhode Island
$246K -$12.9K -136 -5%
KWM
421
KFG Wealth Management
Indiana
$246K +$246K +2,591 New
GA
422
Goldstein Advisors
Wisconsin
$244K -$5.79K -61 -2%
VCP
423
Verus Capital Partners
Arizona
$242K +$242K +2,550 New
CA
424
Claro Advisors
Massachusetts
$240K +$190 +2 +0.1%
MWM
425
Mission Wealth Management
California
$239K – – –
15 16
17
18 19