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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 %
CFG
451
Citizens Financial Group
Rhode Island
$297K +$352 +3 +0.1%
CA
452
Claro Advisors
Massachusetts
$296K +$27.9K +238 +10%
BRWA
453
B. Riley Wealth Advisors
Florida
$295K +$295K +3,097 New
TI
454
Trexquant Investment
Connecticut
$294K -$148K -1,261 -33%
WSFS
455
Wilmington Savings Fund Society
Delaware
$293K +$293K +2,500 New
EFG
456
Ehrlich Financial Group
California
$290K -$622K -5,307 -68%
WIP
457
WealthCare Investment Partners
Rhode Island
$290K -$6.33K -54 -2%
GA
458
Goldstein Advisors
Wisconsin
$287K -$1.17K -10 -0.4%
VF
459
VitalStone Financial
Texas
$282K – – –
AA
460
Alesco Advisors
New York
$281K – – –
AP
461
Adero Partners
California
$280K – – –
SF
462
Synovus Financial
Georgia
$277K +$277K +2,365 New
BFA
463
Bragg Financial Advisors
North Carolina
$277K +$277K +2,360 New
WGC
464
Watts Gwilliam & Co
Arizona
$274K +$274K +2,316 New
BBHC
465
Brown Brothers Harriman & Co
New York
$273K -$62.5K -533 -19%
FMN
466
Financial Management Network
California
$263K – – –
WP
467
Westmount Partners
California
$259K +$234 +2 +0.1%
PPP
468
Private Portfolio Partners
New Jersey
$254K -$821 -7 -0.3%
SFC
469
Strategic Financial Concepts
Texas
$252K +$252K +2,154 New
BONH
470
Bank of New Hampshire
New Hampshire
$252K +$76.2K +650 +43%
RWM
471
Revisor Wealth Management
Ohio
$252K +$252K +2,280 New
Luther King Capital Management (LKCM)
472
Luther King Capital Management (LKCM)
Texas
$252K -$224K – –
SW
473
SteelPeak Wealth
California
$252K +$234 +2 +0.1%
FA
474
Flagstar Advisors
New York
$252K +$252K +2,146 New
FP
475
Financial Perspectives
Minnesota
$250K +$5.04K +43 +2%
17 18
19
20 21