IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

93 hedge funds and large institutions have $687M invested in iShares Core S&P US Growth ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
37
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$110M
3
Wells Fargo
3
Wells Fargo
California
$101M
4
RJA
4
Raymond James & Associates
Florida
$15.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$3.96M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.59M
5
LPT
5
Legacy Private Trust
Wisconsin
$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$3.23M -$39.4K -970 -1%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.22M +$999K +24,614 +45%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.21M +$437K +10,772 +16%
CWM
29
Calamos Wealth Management
Illinois
$3M +$3M +73,974 New
HighTower Advisors
30
HighTower Advisors
Illinois
$2.59M -$1.4M -34,450 -35%
William Blair & Company
31
William Blair & Company
Illinois
$2.49M +$1.43M +35,320 +135%
ORI
32
Oak Ridge Investments
Illinois
$2.49M +$2.2M +54,306 +783%
US Bancorp
33
US Bancorp
Minnesota
$2.35M +$130K +3,196 +6%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$2.11M +$696K +17,154 +49%
FSA
35
Financial Sense Advisors
California
$1.98M -$271K -6,678 -12%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$1.93M +$1.93M +47,502 New
NCM
37
Neumann Capital Management
California
$1.82M -$81.2K -2,000 -4%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$1.72M +$274K +6,754 +19%
GF
39
Gerstein Fisher
New York
$1.71M +$1.18M +29,144 +225%
MFS
40
MSI Financial Services
Massachusetts
$1.34M +$460K +11,318 +52%
PJSIMP
41
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.24M +$1.24M +30,538 New
IA
42
IFP Advisors
Florida
$1.14M +$1.14M +28,168 New
SLF
43
Sun Life Financial
Ontario, Canada
$1.01M +$1.01M +24,970 New
M&T Bank
44
M&T Bank
New York
$946K +$395K +9,722 +72%
Calamos Advisors
45
Calamos Advisors
Illinois
$932K +$932K +22,960 New
Truist Financial
46
Truist Financial
North Carolina
$920K – – –
CA
47
Cetera Advisors
Colorado
$882K -$35.2K -870 -4%
WIM
48
Waverton Investment Management
United Kingdom
$834K +$834K +20,538 New
TCT
49
TIAA CREF Trust
Missouri
$816K -$68.6K -1,690 -8%
NPC
50
National Planning Corporation
California
$809K +$342K +9,332 +73%
1
2
3 4 5