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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
451
Capital Investment Advisory Services
North Carolina
$69K – – –
RFA
452
Reilly Financial Advisors
California
$68K – – –
WTA
453
Washington Trust Advisors
Massachusetts
$68K +$68K +585 New
GAM
454
Gemmer Asset Management
California
$65K – – –
S
455
SignatureFD
Georgia
$63K -$70.6K -611 -53%
TCWM
456
Total Clarity Wealth Management
Illinois
$63K -$47.6K -414 -43%
EVM
457
Eaton Vance Management
Massachusetts
$63K – – –
MAM
458
Meeder Asset Management
Ohio
$63K – – –
ADL
459
Asset Dedication LLC
California
$61K -$3.93K -34 -6%
HWA
460
Heritage Wealth Advisors
Virginia
$61K – – –
FFA
461
Founders Financial Alliance
North Carolina
$61K – – –
SL
462
Savior LLC
Massachusetts
$59K +$34.2K +294 +138%
MCC
463
Money Concepts Capital
Florida
$58K +$58K +500 New
FAG
464
Fortitude Advisory Group
Washington
$58K +$58K +500 New
CA
465
CoreCap Advisors
Michigan
$53K +$53K +455 New
KTC
466
Kistler-Tiffany Companies
Pennsylvania
$50K – – –
NFSG
467
Newbridge Financial Services Group
Florida
$48K +$232 +2 +0.5%
CFD
468
Creative Financial Designs
Indiana
$47K – – –
GWMIA
469
Global Wealth Management Investment Advisory
Florida
$45K -$2.98K -26 -6%
CFB
470
Cullen/Frost Bankers
Texas
$45K – – –
CPFP
471
Clear Perspectives Financial Planning
Ohio
$45K – – –
PCA
472
Providence Capital Advisors
North Carolina
$45K +$9.94K +85 +28%
VRM
473
Vectors Research Management
New York
$44K – – –
HCP
474
Hexagon Capital Partners
Arkansas
$44K – – –
AIP
475
Ahrens Investment Partners
Louisiana
$44K +$44K +378 New
17 18
19
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