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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
426
TS Financial Group (TSFG)
Illinois
$179K -$3.12K -27 -2%
RIA
427
Richwood Investment Advisors
Ohio
$169K +$169K +1,460 New
CYG
428
Clean Yield Group
Vermont
$164K -$57.9K -500 -26%
BA
429
Ballast Advisors
Minnesota
$161K – – –
FCA
430
FinTrust Capital Advisors
South Carolina
$159K – – –
AF
431
Advisornet Financial
Minnesota
$153K -$21K -182 -12%
EWM
432
EPG Wealth Management
Georgia
$150K – – –
EIP
433
Ellis Investment Partners
Pennsylvania
$150K – – –
AIM
434
Acropolis Investment Management
Missouri
$146K – – –
ETI
435
Enterprise Trust & Investment
California
$139K -$11.6K -100 -8%
LWP
436
Laurel Wealth Planning
Minnesota
$135K – – –
CCM
437
Covington Capital Management
California
$125K – – –
CTC
438
Central Trust Company
Missouri
$121K -$9.2K -80 -7%
AAP
439
Arax Advisory Partners
Colorado
$115K +$4.29K +37 +4%
MBFW
440
Morton Brown Family Wealth
Pennsylvania
$115K +$115K +993 New
CWS
441
Confluence Wealth Services
Pennsylvania
$110K +$110K +954 New
CHA
442
Carmichael Hill & Associates
Maryland
$104K – – –
JGIA
443
Jackson Grant Investment Advisers
Connecticut
$97K +$115 +1 +0.1%
IWP
444
IAG Wealth Partners
Wisconsin
$90K – – –
FHA
445
First Horizon Advisors
Tennessee
$87K – – –
KFI
446
Key Financial Inc
Pennsylvania
$85K +$4.18K +36 +5%
EW
447
Element Wealth
Mississippi
$77K +$115 +1 +0.1%
AWM
448
Accel Wealth Management
Iowa
$76K +$29.8K +258 +64%
EWA
449
EverSource Wealth Advisors
Alabama
$73K +$73K +627 New
CWP
450
Concord Wealth Partners
Virginia
$70K +$67.4K +585 +2,543%
16 17
18
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