IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.84B
2
Morgan Stanley
Morgan Stanley
New York
$605M
3
CCMG
Clark Capital Management Group
Pennsylvania
$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$125M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$462M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.41M
2
IWS
Insight Wealth Strategies
California
$623K
3
CG
Colony Group
Massachusetts
$0
4
MAM
Madison Asset Management
Wisconsin
$2.72M
5
GM
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
426
Cullen/Frost Bankers
Texas
$32K – – –
AFS
427
Annapolis Financial Services
Maryland
$31K – – –
FRA
428
Front Row Advisors
California
$29K – – –
MFC
429
Mechanics Financial Corp
Ohio
$28K – – –
HS
430
Horan Securities
United States
$26K – – –
PCA
431
Providence Capital Advisors
North Carolina
$25K – – –
LPWM
432
Lake Point Wealth Management
Texas
$24K – – –
NSB
433
Norway Savings Bank
Maine
$24K – – –
CPFP
434
Clear Perspectives Financial Planning
Ohio
$24K – – –
SC
435
SouthState Corp
Florida
$24K +$2.78K +33 +13%
AssetMark Inc
436
AssetMark Inc
California
$23K -$32.6K -394 -59%
AA
437
Addison Advisors
Vermont
$23K – – –
BWA
438
BDO Wealth Advisors
Florida
$22K -$1.54K -18 -7%
MSFP
439
Mark Sheptoff Financial Planning
Connecticut
$22K +$9.23K +112 +72%
AIC
440
Archer Investment Corporation
Indiana
$21.9K – – –
AWM
441
Accel Wealth Management
Iowa
$21K -$1.61K -19 -7%
BCMLT
442
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K – – –
1IA
443
1834 Investment Advisors
Wisconsin
$21K +$21K +245 New
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.1K – – –
LWP
445
Lumature Wealth Partners
Georgia
$20K – – –
JHCP
446
Jackson Hole Capital Partners
Oklahoma
$20K – – –
TCWA
447
Ten Capital Wealth Advisors
Washington
$20K +$1.85K +22 +10%
Franklin Resources
448
Franklin Resources
California
$20K +$20K +234 New
FWP
449
FAS Wealth Partners
Kansas
$19K +$83 +1 +0.4%
FSWA
450
Financial Synergies Wealth Advisors
Texas
$18.9K +$18.9K +226 New
16 17
18
19 20