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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 %
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$87.1K +$44.2K +498 +103%
PA
452
PSI Advisors
Florida
$85K +$2.57K +29 +3%
FCA
453
FinTrust Capital Advisors
South Carolina
$81.5K – – –
CHA
454
Carmichael Hill & Associates
Maryland
$80K – – –
EW
455
Element Wealth
Mississippi
$79K +$178 +2 +0.2%
PPC
456
Park Place Capital
Alabama
$77.8K +$266 +3 +0.3%
JGIA
457
Jackson Grant Investment Advisers
Connecticut
$74.7K – – –
BONH
458
Bank of New Hampshire
New Hampshire
$66.7K -$5.5K -62 -8%
FHA
459
First Horizon Advisors
Tennessee
$64.4K -$2.22K -25 -3%
SIS
460
Sound Income Strategies
Florida
$62.6K – – –
ADL
461
Asset Dedication LLC
California
$62K -$7.09K -81 -10%
TIM
462
Tortoise Investment Management
New York
$61.9K +$2.31K +26 +4%
CA
463
Crewe Advisors
Utah
$57.4K +$57.4K +647 New
CWP
464
Concord Wealth Partners
Virginia
$54.7K -$30K -338 -35%
SWA
465
SOA Wealth Advisors
New York
$53.9K -$6.3K -71 -10%
GWSG
466
GPS Wealth Strategies Group
Colorado
$52.1K +$52.1K +587 New
BF
467
BOK Financial
Oklahoma
$47.5K -$337K -3,795 -88%
HWA
468
Heritage Wealth Advisors
Virginia
$46.6K – – –
TCWA
469
Ten Capital Wealth Advisors
Washington
$45.5K +$24.4K +275 +116%
FWM
470
Focused Wealth Management
New York
$44.4K -$4.76M -53,574 -99%
2L
471
25 LLC
Missouri
$41.5K +$41.5K +462 New
IA
472
IFP Advisors
Florida
$40.7K -$198K -3,422 -83%
KTC
473
Kistler-Tiffany Companies
Pennsylvania
$38.2K – – –
BAAM
474
Baker Avenue Asset Management
California
$36.9K -$3.46K -39 -9%
CFD
475
Creative Financial Designs
Indiana
$36.4K -$5.06K -57 -12%
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