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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

678 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+40
Holders Change %
+6.27%
% of All Funds
9.86%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
88
Increased
226
Reduced
203
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$213M
2
Morgan Stanley
Morgan Stanley
New York
+$171M
3
LPL Financial
LPL Financial
California
+$91.8M
4
CFG
Citizens Financial Group
Rhode Island
+$81.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$26.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$113M
2
CP
Coho Partners
Pennsylvania
-$21.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.3M
4
HighTower Advisors
HighTower Advisors
Illinois
-$9.94M
5
BlackRock
BlackRock
New York
-$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
401
Harbour Investments
Wisconsin
$499K -$92.3K -724 -16%
KWA
402
Kingswood Wealth Advisors
California
$491K -$48.8K -383 -9%
RIA
403
RPG Investment Advisory
California
$488K +$8.29K +65 +2%
AUB
404
Atlantic Union Bankshares
Virginia
$488K +$488K +3,830 New
BFWM
405
Bright Futures Wealth Management
New York
$482K -$25.1K -208 -5%
GWAG
406
Garrett Wealth Advisory Group
Texas
$478K +$478K +3,747 New
FCG
407
Fielder Capital Group
Tennessee
$478K -$20.7K -162 -4%
DJSG
408
D.J. St. Germain
Massachusetts
$474K +$5.1K +40 +1%
CGA
409
Crescent Grove Advisors
Illinois
$466K -$15.4K -121 -3%
AA
410
Ancora Advisors
Ohio
$460K +$32.9K +258 +8%
ClearBridge Investments
411
ClearBridge Investments
New York
$452K -$347K -2,719 -43%
MFC
412
Morris Financial Concepts
South Carolina
$448K +$448K +3,514 New
VFA
413
Valeo Financial Advisors
Indiana
$448K -$13K -102 -3%
FCCM
414
First City Capital Management
Georgia
$438K +$127 +1 +0%
PWA
415
Peterson Wealth Advisors
Utah
$431K +$510 +4 +0.1%
EWA
416
Exencial Wealth Advisors
Oklahoma
$430K – – –
CC
417
Cypress Capital
Tennessee
$429K +$429K +3,362 New
ACM
418
Armbruster Capital Management
New York
$427K -$15K -118 -3%
AWA
419
Adapt Wealth Advisors
Georgia
$426K – – –
PCIA
420
Prime Capital Investment Advisors
Kansas
$423K -$204K -1,599 -33%
LJAC
421
L.J. Altfest & Co
New York
$413K +$5.48K +43 +1%
SWP
422
Summit Wealth Partners
Florida
$409K – – –
MFG
423
Magnus Financial Group
New York
$405K -$39.4K -309 -9%
KPWG
424
KFA Private Wealth Group
Virginia
$396K +$127 +1 +0%
PJWM
425
Philip James Wealth Mangement
Georgia
$392K -$2.04K -16 -0.5%
15 16
17
18 19