IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
426
WealthPLAN Partners
Nebraska
$169K -$1.15M -12,904 -87%
BFPW
427
BOK Financial Private Wealth
Colorado
$164K – – –
RFA
428
Resurgent Financial Advisors
Georgia
$158K -$19.7K -222 -11%
AWM
429
Avior Wealth Management
Nebraska
$147K +$444 +5 +0.3%
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$142K – – –
DIP
431
DT Investment Partners
Pennsylvania
$138K – – –
AF
432
Advisornet Financial
Minnesota
$137K +$20.6K +232 +18%
BC
433
Barrett & Company
Rhode Island
$133K -$2.4K -27 -2%
CA
434
Centerpoint Advisors
Massachusetts
$133K +$5.78K +65 +5%
SMA
435
Sage Mountain Advisors
Georgia
$131K – – –
BA
436
Ballast Advisors
Minnesota
$124K – – –
IFAM
437
Institutional & Family Asset Management
Colorado
$114K -$218K -2,459 -66%
TFGT
438
TS Financial Group (TSFG)
Illinois
$113K -$88 -1 -0.1%
AIM
439
Acropolis Investment Management
Missouri
$112K – – –
AA
440
Addison Advisors
Vermont
$112K +$70.6K +795 +171%
Commonwealth Equity Services
441
Commonwealth Equity Services
Massachusetts
$111K +$5.56K +62,656 +5%
IWP
442
IAG Wealth Partners
Wisconsin
$109K -$1.6K -18 -1%
EWA
443
EverSource Wealth Advisors
Alabama
$109K +$32.1K +362 +42%
NFSG
444
Newbridge Financial Services Group
Florida
$101K +$266 +3 +0.3%
HNB
445
Huntington National Bank
Ohio
$97K -$75.2K – –
LOIP
446
Live Oak Investment Partners
Texas
$94K -$86.3K – –
KFI
447
Key Financial Inc
Pennsylvania
$93.6K – – –
JMF
448
Johnson Midwest Financial
Iowa
$92.9K – – –
AAP
449
Arax Advisory Partners
Colorado
$89.3K +$266 +3 +0.3%
MBFW
450
Morton Brown Family Wealth
Pennsylvania
$88.1K – – –
16 17
18
19 20