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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

59 hedge funds and large institutions have $149M invested in iShares Core S&P US Growth ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
10
Increased
20
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.92M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$17.6M
3
PI
3
Placemark Investments
Illinois
$1.12M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.04M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$1.04M

Top Sellers

1
DS
1
DRW Securities
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
U
3
UBS
Switzerland
$508K
4
TH
4
Timber Hill
Connecticut
$1.42M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$75K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIG
26
FundX Investment Group
California
$809K +$809K +25,200 New
V
27
Veritable
Delaware
$772K +$194K +6,052 +34%
William Blair & Company
28
William Blair & Company
Illinois
$766K -$14.5K -450 -2%
Barclays
29
Barclays
United Kingdom
$690K +$164K +5,130 +31%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$678K -$12.1K -378 -2%
CWM
31
Cabot Wealth Management
Massachusetts
$596K +$8.22K +256 +1%
WT
32
Whittier Trust
California
$574K – – –
Natixis Advisors
33
Natixis Advisors
Massachusetts
$524K +$293K +9,136 +127%
U
34
UBS
Switzerland
$508K -$3.04M -94,742 -86%
CL
35
CIM LLC
New York
$466K -$54.6K -1,700 -10%
AMG
36
Asset Management Group
Connecticut
$426K +$1.54K +48 +0.4%
MAA
37
Managed Account Advisors
New Jersey
$382K -$71K -2,212 -16%
Citigroup
38
Citigroup
New York
$375K +$134K +4,168 +56%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$303K +$110K +3,420 +57%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$289K – – –
AI
41
Atria Investments
North Carolina
$263K -$104K -3,240 -28%
AEPG
42
American Economic Planning Group
New Jersey
$263K -$104K -3,240 -28%
Canada Life
43
Canada Life
Manitoba, Canada
$253K -$43.6K -1,358 -15%
NPC
44
National Planning Corporation
California
$233K +$233K +7,184 New
WHI
45
William Harris Investors
Illinois
$231K – – –
ClearBridge Investments
46
ClearBridge Investments
New York
$228K +$228K +7,106 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$219K – – –
HighTower Advisors
48
HighTower Advisors
Illinois
$217K +$217K +6,754 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$214K +$214K +6,666 New
Kayne Anderson Rudnick Investment Management
50
Kayne Anderson Rudnick Investment Management
California
$205K +$205K +6,390 New
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2
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