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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJWM
426
Philip James Wealth Mangement
Georgia
$362K -$40.4K -345 -10%
SWM
427
SFG Wealth Management
Maryland
$356K -$42.7K -364 -11%
CVA
428
Central Valley Advisors
California
$356K +$469 +4 +0.1%
RWP
429
Revolve Wealth Partners
New Jersey
$350K +$51.6K +440 +17%
HL
430
HeadInvest LLC
Maine
$346K – – –
OC
431
Oarsman Capital
Wisconsin
$342K – – –
AFC
432
AFT Forsyth & Company
Florida
$339K +$352 +3 +0.1%
PCA
433
Pallas Capital Advisors
Massachusetts
$339K – – –
GWMR
434
GC Wealth Management RIA
Massachusetts
$336K – – –
MA
435
MONECO Advisors
Connecticut
$334K – – –
WA
436
Wealth Alliance
New York
$333K -$3.87K -33 -1%
WFA
437
WMG Financial Advisors
Tennessee
$332K – – –
GG
438
GenWealth Group
New Jersey
$330K – – –
TPWM
439
Twelve Points Wealth Management
Massachusetts
$324K +$68.2K +582 +27%
SC
440
Stephens Consulting
Michigan
$323K – – –
DCM
441
DGS Capital Management
New Jersey
$322K +$30.1K +257 +10%
VV
442
Verity & Verity
South Carolina
$317K -$42.5K -363 -12%
SAM
443
Silvercrest Asset Management
New York
$316K +$469 +4 +0.1%
CWM
444
Calamos Wealth Management
Illinois
$313K – – –
EI
445
Ellevest Inc
New York
$311K – – –
CIBC Private Wealth Group
446
CIBC Private Wealth Group
Georgia
$311K -$32.9K -280 -10%
WB
447
WesBanco Bank
West Virginia
$305K +$305K +2,600 New
DC
448
Davenport & Co
Virginia
$304K -$8.44K -72 -3%
NCM
449
Northside Capital Management
Oregon
$301K – – –
WBC
450
West Branch Capital
Massachusetts
$300K -$13.5K -115 -4%
16 17
18
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