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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
2
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
4
LPL Financial
California
$1.32B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.15B
2
DA
2
Doliver Advisors
Texas
$58M
3
BlackRock
3
BlackRock
New York
$50.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
451
Wolff Wiese Magana
California
$8K – – –
AssetMark Inc
452
AssetMark Inc
California
$7K -$21.2K -212 -75%
AF
453
Arrow Financial
New York
$7K – – –
BW
454
Bison Wealth
Georgia
$7K – – –
TFM
455
TFC Financial Management
Massachusetts
$7K – – –
MIM
456
MTM Investment Management
South Carolina
$6K – – –
TFS
457
TrustCore Financial Services
Tennessee
$6K – – –
RG
458
Retirement Group
California
$5K – – –
TC
459
Truvestments Capital
Florida
$5K – – –
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$5K +$5K +48 New
KFS
461
Kelly Financial Services
Massachusetts
$4.61K -$460K -4,491 -99%
WQ
462
Wealth Quarterback
New Jersey
$4K – – –
JFA
463
JNBA Financial Advisors
Minnesota
$4K – – –
CAGAS
464
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
BCM
465
Bourgeon Capital Management
Connecticut
$3K +$3K +27 New
HIA
466
Harbor Investment Advisory
Maryland
$2K -$267 -2 -12%
CWP
467
Concord Wealth Partners
Virginia
$2K – – –
VNA
468
Valley National Advisers
Pennsylvania
$2K – – –
WT
469
Washington Trust
Rhode Island
$2K – – –
MA
470
Montag & Associates
Georgia
$1K – – –
DWMG
471
DB Wealth Management Group
California
$1K – – –
GKWIM
472
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +1 New
BBHC
473
Brown Brothers Harriman & Co
New York
$256 – – –
SFA
474
Sequoia Financial Advisors
Ohio
– -$2.28M -22,558 Closed
Nomura Asset Management
475
Nomura Asset Management
Japan
– -$1.71M -16,891 Closed
16 17 18
19
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