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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
401
AlTi Global
New York
$465K -$484K -4,128 -51%
FCG
402
Fielder Capital Group
Tennessee
$458K – – –
AWM
403
Apollon Wealth Management
South Carolina
$446K +$75.8K +647 +20%
CGA
404
Crescent Grove Advisors
Illinois
$443K +$128K +1,089 +40%
RIA
405
RPG Investment Advisory
California
$441K -$4.1K -35 -0.9%
DAS
406
Diversify Advisory Services
Utah
$435K +$435K +3,710 New
GCP
407
GSA Capital Partners
United Kingdom
$434K +$434K +3,707 New
SWM
408
SeaCrest Wealth Management
New York
$434K -$27.4K -234 -6%
DJSG
409
D.J. St. Germain
Massachusetts
$432K -$82.6K -705 -16%
MFG
410
Magnus Financial Group
New York
$409K +$21.4K +183 +6%
VFA
411
Valeo Financial Advisors
Indiana
$408K +$9.59K +85 +2%
ACM
412
Armbruster Capital Management
New York
$406K +$66.6K +568 +20%
BTWM
413
Baker Tilly Wealth Management
Wisconsin
$404K – – –
FCCM
414
First City Capital Management
Georgia
$403K – – –
ORI
415
Oak Ridge Investments
Illinois
$400K -$798K -6,805 -67%
PWA
416
Peterson Wealth Advisors
Utah
$396K +$469 +4 +0.1%
EWA
417
Exencial Wealth Advisors
Oklahoma
$395K -$23.4K -200 -6%
AA
418
Ancora Advisors
Ohio
$393K +$38.9K +332 +11%
AWA
419
Adapt Wealth Advisors
Georgia
$391K +$391K +3,338 New
HNB
420
Huntington National Bank
Ohio
$390K -$295K – –
SWP
421
Summit Wealth Partners
Florida
$376K -$8.79K -75 -2%
LJAC
422
L.J. Altfest & Co
New York
$375K – – –
KW
423
KWB Wealth
California
$375K -$5.51K -47 -1%
DAS
424
Dynamic Advisor Solutions
Arizona
$369K +$2.11K +18 +0.6%
KPWG
425
KFA Private Wealth Group
Virginia
$364K – – –
15 16
17
18 19