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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$222M
3
Bank of America
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
Corient Private Wealth
Florida
$45.4M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
Osaic Holdings
Arizona
$31.7M
3
AWM
AE Wealth Management
Kansas
$16.1M
4
AAMA
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
426
Pallas Capital Advisors
Massachusetts
$301K -$220K -2,111 -42%
AFC
427
AFT Forsyth & Company
Florida
$301K +$1.67K +16 +0.6%
WA
428
Wealth Alliance
New York
$299K -$4.16K -40 -1%
GWMR
429
GC Wealth Management RIA
Massachusetts
$298K +$298K +2,867 New
BBHC
430
Brown Brothers Harriman & Co
New York
$298K – – –
MA
431
MONECO Advisors
Connecticut
$297K +$2.81K +27 +1%
WFA
432
WMG Financial Advisors
Tennessee
$295K +$295K +2,836 New
HNB
433
Huntington National Bank
Ohio
$295K -$173K – –
GG
434
GenWealth Group
New Jersey
$293K -$92.5K -889 -24%
ZF
435
Zhang Financial
Michigan
$290K +$290K +2,781 New
SC
436
Stephens Consulting
Michigan
$287K – – –
RIA
437
Regal Investment Advisors
Michigan
$283K +$520 +5 +0.2%
CGA
438
Crescent Grove Advisors
Illinois
$280K – – –
SAM
439
Silvercrest Asset Management
New York
$280K +$1.87K +18 +0.7%
WBC
440
West Branch Capital
Massachusetts
$279K +$1.46K +14 +0.5%
KWM
441
KFG Wealth Management
Indiana
$279K +$8.85K +85 +3%
DC
442
Davenport & Co
Virginia
$278K +$416 +4 +0.2%
CWM
443
Calamos Wealth Management
Illinois
$278K – – –
EI
444
Ellevest Inc
New York
$276K – – –
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$268K -$78.6K -755 -23%
EW
446
Evoke Wealth
California
$268K -$1.83M -17,617 -87%
NCM
447
Northside Capital Management
Oregon
$268K +$268K +2,570 New
DWM
448
Defined Wealth Management
Oregon
$266K +$266K +2,555 New
RWP
449
Revolve Wealth Partners
New Jersey
$265K -$130K -1,251 -33%
CFG
450
Citizens Financial Group
Rhode Island
$264K +$1.87K +18 +0.7%
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