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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBWA
401
Three Bridge Wealth Advisors
California
$539K +$264 +2 +0%
BFWM
402
Bright Futures Wealth Management
New York
$538K +$270 +2 +0.1%
MWA
403
Meridian Wealth Advisors
Texas
$538K – – –
GWM
404
Geneos Wealth Management
Colorado
$533K -$26.6K -202 -5%
RIS
405
Retirement Income Solutions
Michigan
$528K – – –
AG
406
AlTi Global
New York
$524K – – –
AUB
407
Atlantic Union Bankshares
Virginia
$505K – – –
MCM
408
Monument Capital Management
Virginia
$504K -$67K -508 -12%
PP
409
Patten & Patten
Tennessee
$503K -$46.2K -350 -8%
FCG
410
Fielder Capital Group
Tennessee
$494K – – –
DJSG
411
D.J. St. Germain
Massachusetts
$486K -$5.28K -40 -1%
KWA
412
Kingswood Wealth Advisors
California
$483K -$25.2K -191 -5%
WSFS
413
Wilmington Savings Fund Society
Delaware
$482K +$152K +1,155 +46%
FCCM
414
First City Capital Management
Georgia
$454K – – –
VFA
415
Valeo Financial Advisors
Indiana
$451K -$12.5K -95 -3%
PWA
416
Peterson Wealth Advisors
Utah
$447K +$923 +7 +0.2%
EWA
417
Exencial Wealth Advisors
Oklahoma
$445K – – –
NG
418
Norden Group
Utah
$443K +$443K +3,360 New
AA
419
Ancora Advisors
Ohio
$442K -$33.9K -257 -7%
AWA
420
Adapt Wealth Advisors
Georgia
$439K -$923 -7 -0.2%
HNB
421
Huntington National Bank
Ohio
$439K -$378K – –
CGA
422
Crescent Grove Advisors
Illinois
$430K -$53K -402 -11%
LJAC
423
L.J. Altfest & Co
New York
$428K – – –
PCIA
424
Prime Capital Investment Advisors
Kansas
$425K -$12.3K -93 -3%
SWP
425
Summit Wealth Partners
Florida
$423K – – –
15 16
17
18 19