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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

66 hedge funds and large institutions have $192M invested in iShares Core S&P US Growth ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
25
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$11.5M
2
Wells Fargo
Wells Fargo
California
$14.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.31M
4
MAA
Managed Account Advisors
New Jersey
$4.43M
5
DS
DRW Securities
Illinois
$1.93M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$0
2
CS
Credit Suisse
Switzerland
$661K
3
FIG
FundX Investment Group
California
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$37.6M
5
TH
Timber Hill
Connecticut
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
26
Placemark Investments
Illinois
$1.11M -$119K -3,376 -10%
William Blair & Company
27
William Blair & Company
Illinois
$1.08M +$237K +6,714 +28%
WSTAM
28
Wilbanks Smith & Thomas Asset Management
Virginia
$1.04M -$99.5K -2,820 -9%
TH
29
Timber Hill
Connecticut
$1.01M -$560K -15,852 -36%
Barclays
30
Barclays
United Kingdom
$843K +$86.8K +2,478 +11%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$843K +$97.7K +2,768 +13%
U
32
UBS
Switzerland
$704K +$145K +4,106 +26%
V
33
Veritable
Delaware
$677K -$172K -4,876 -20%
CS
34
Credit Suisse
Switzerland
$661K -$1.05M -29,650 -61%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$579K +$2.9K +82 +0.5%
CWM
36
Cabot Wealth Management
Massachusetts
$569K -$86.1K -2,440 -13%
WT
37
Whittier Trust
California
$560K -$70.6K -2,000 -11%
CL
38
CIM LLC
New York
$510K -$2.26K -64 -0.4%
AMG
39
Asset Management Group
Connecticut
$467K -$635 -18 -0.1%
Citigroup
40
Citigroup
New York
$448K +$36.6K +1,036 +9%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$440K +$358K +10,140 +436%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$356K +$23.4K +662 +7%
HighTower Advisors
43
HighTower Advisors
Illinois
$342K +$103K +2,930 +43%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$318K – – –
AEPG
45
American Economic Planning Group
New Jersey
$289K – – –
AI
46
Atria Investments
North Carolina
$289K – – –
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$271K +$45.3K +1,284 +20%
FAM
48
Fred Alger Management
New York
$270K +$270K +7,664 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$266K +$25.6K +726 +11%
WHI
50
William Harris Investors
Illinois
$254K – – –
1
2
3