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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 %
WIP
451
WealthCare Investment Partners
Rhode Island
$260K -$6.4K -62 -2%
DCM
452
DGS Capital Management
New Jersey
$259K -$13.2K -127 -5%
GA
453
Goldstein Advisors
Wisconsin
$256K -$12.6K -121 -5%
CF
454
Convergence Financial
Missouri
$255K +$255K +2,453 New
VF
455
VitalStone Financial
Texas
$250K – – –
AA
456
Alesco Advisors
New York
$250K – – –
AP
457
Adero Partners
California
$249K – – –
Brown Advisory
458
Brown Advisory
Maryland
$244K +$6.66K +64 +3%
Qube Research & Technologies (QRT)
459
Qube Research & Technologies (QRT)
United Kingdom
$242K +$54K +519 +29%
CA
460
Claro Advisors
Massachusetts
$238K -$25.5K -245 -10%
AFG
461
Albion Financial Group
Utah
$237K -$3.54K -34 -1%
IIM
462
InTrack Investment Management
Vermont
$237K -$329K -3,157 -58%
National Bank of Canada
463
National Bank of Canada
Quebec, Canada
$234K -$59.8K -584 -20%
FMN
464
Financial Management Network
California
$231K – – –
WP
465
Westmount Partners
California
$230K +$1.04K +10 +0.5%
TPWM
466
Twelve Points Wealth Management
Massachusetts
$227K +$227K +2,185 New
PPP
467
Private Portfolio Partners
New Jersey
$226K +$226K +2,172 New
Luther King Capital Management (LKCM)
468
Luther King Capital Management (LKCM)
Texas
$224K -$204K – –
SW
469
SteelPeak Wealth
California
$224K +$224K +2,147 New
VCP
470
Verus Capital Partners
Arizona
$221K -$44.6K -428 -17%
HWP
471
Hibernia Wealth Partners
Louisiana
$221K -$3.02K -29 -1%
EPA
472
Element Pointe Advisors
Florida
$219K +$219K +2,099 New
FP
473
Financial Perspectives
Minnesota
$217K +$5.1K +49 +2%
VCA
474
Verdence Capital Advisors
Maryland
$216K +$216K +2,072 New
BWP
475
Bernardo Wealth Planning
Pennsylvania
$213K +$213K +2,044 New
17 18
19
20 21