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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
451
Silvercrest Asset Management
New York
$356K +$660 +5 +0.2%
WIP
452
WealthCare Investment Partners
Rhode Island
$355K -$9.78K -75 -3%
PPWP
453
Premier Path Wealth Partners
New Jersey
$354K -$31K -235 -8%
WP
454
Westmount Partners
California
$354K +$5.28K +40 +2%
ACM
455
Advisors Capital Management
New Jersey
$344K +$137K +1,038 +66%
WB
456
WesBanco Bank
West Virginia
$343K – – –
NCM
457
Northside Capital Management
Oregon
$339K – – –
TCM
458
Traynor Capital Management
Pennsylvania
$335K +$28.6K +217 +9%
RWP
459
Revolve Wealth Partners
New Jersey
$334K – – –
OC
460
Opinicus Capital
Florida
$331K +$331K +2,511 New
WBC
461
West Branch Capital
Massachusetts
$330K -$14.8K -112 -4%
FTDI
462
First Trust Direct Indexing
Massachusetts
$327K +$28.6K +217 +10%
FPCG
463
Fort Pitt Capital Group
Pennsylvania
$326K +$326K +2,470 New
SWM
464
SFG Wealth Management
Maryland
$319K +$132 +1 +0%
VF
465
VitalStone Financial
Texas
$317K -$396 -3 -0.1%
AA
466
Alesco Advisors
New York
$317K – – –
AP
467
Adero Partners
California
$316K – – –
CWMS
468
Cannon Wealth Management Services
North Carolina
$312K +$312K +2,364 New
BFA
469
Bragg Financial Advisors
North Carolina
$311K – – –
Brown Advisory
470
Brown Advisory
Maryland
$309K – – –
CF
471
Convergence Financial
Missouri
$308K -$11.5K -87 -4%
BBHC
472
Brown Brothers Harriman & Co
New York
$307K – – –
WGC
473
Watts Gwilliam & Co
Arizona
$306K +$306K +2,316 New
BHWA
474
Beacon Harbor Wealth Advisors
Virginia
$305K +$305K +2,314 New
Neuberger Berman Group
475
Neuberger Berman Group
New York
$303K +$303K +2,299 New
17 18
19
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