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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$222M
3
Bank of America
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
Corient Private Wealth
Florida
$45.4M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
Osaic Holdings
Arizona
$31.7M
3
AWM
AE Wealth Management
Kansas
$16.1M
4
AAMA
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJWM
401
Philip James Wealth Mangement
Georgia
$357K +$357K +3,433 New
SWM
402
SFG Wealth Management
Maryland
$354K +$73.8K +709 +26%
PWA
403
Peterson Wealth Advisors
Utah
$351K +$2.39K +23 +0.7%
MFG
404
Magnus Financial Group
New York
$344K – – –
SWP
405
Summit Wealth Partners
Florida
$341K +$10.3K +99 +3%
KW
406
KWB Wealth
California
$338K -$5.93K -57 -2%
LJAC
407
L.J. Altfest & Co
New York
$333K – – –
AWM
408
Apollon Wealth Management
South Carolina
$329K -$326K -3,127 -50%
EWS
409
Eagle Wealth Strategies
New Jersey
$328K +$328K +3,154 New
AWM
410
Angeles Wealth Management
California
$327K +$327K +3,146 New
EGM
411
Engineers Gate Manager
New York
$327K +$327K +3,145 New
KPWG
412
KFA Private Wealth Group
Virginia
$324K +$312 +3 +0.1%
PAS
413
Park Avenue Securities
New York
$323K -$20.3K -195 -6%
VV
414
Verity & Verity
South Carolina
$319K – – –
LW
415
Linscomb Wealth
Texas
$319K – – –
GBWM
416
Granite Bay Wealth Management
New Hampshire
$317K – – –
VP
417
Verum Partners
North Carolina
$317K -$25.9K -249 -8%
DAS
418
Dynamic Advisor Solutions
Arizona
$317K -$104K -1,029 -25%
CVA
419
Central Valley Advisors
California
$316K +$316K +3,033 New
AA
420
Ancora Advisors
Ohio
$314K +$29.3K +281 +10%
HL
421
HeadInvest LLC
Maine
$307K – – –
APWA
422
Atlas Private Wealth Advisors
New Jersey
$307K – – –
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$305K -$31.3K -301 -9%
OC
424
Oarsman Capital
Wisconsin
$304K – – –
ACM
425
Armbruster Capital Management
New York
$302K – – –
15 16
17
18 19