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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

272 hedge funds and large institutions have $4.45B invested in iShares Core S&P US Growth ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
5.92%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
37
Increased
108
Reduced
67
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.46B
2
LPL Financial
LPL Financial
California
$808M
3
Wells Fargo
Wells Fargo
California
$95.3M
4
ECM
ETrade Capital Management
Virginia
$67.2M
5
BlackRock
BlackRock
New York
$20.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$3.27M
2
PAG
Private Advisor Group
New Jersey
$32.4M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$389M
4
UBS Group
UBS Group
Switzerland
$290M
5
FPGK
Financial Partners Group (Kansas)
Kansas
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
26
Westwood Holdings Group
Texas
$15.3M -$1.05M -16,706 -6%
AG
27
Advisor Group
Arizona
$15.2M +$1.22M +19,466 +9%
AAMA
28
Advanced Asset Management Advisors
Ohio
$15M – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$14.2M +$1.72M +27,495 +14%
MCM
30
Mitchell Capital Management
Kansas
$14.2M +$4.15M +66,178 +41%
OIA
31
OneDigital Investment Advisors
Kansas
$13.1M +$6.03M +96,160 +85%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$12.7M +$1.18M +18,777 +10%
GSIS
33
Global Strategic Investment Solutions
Arizona
$12.5M +$426K +6,794 +4%
UCFA
34
United Capital Financial Advisors
Texas
$12.5M +$4.46M +71,114 +55%
CG
35
Colony Group
Massachusetts
$12.2M +$11.9M +190,077 +4,739%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$12.1M +$1.98M +31,579 +20%
MWM
37
Mascoma Wealth Management
New Hampshire
$11.9M -$1.87M -29,884 -14%
IWC
38
Integrated Wealth Concepts
Massachusetts
$11.3M -$60.2K -961 -0.5%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$11M +$11M +140,582 New
EWA
40
ERTS Wealth Advisors
Michigan
$10.9M +$322K +5,132 +3%
IWM
41
IHT Wealth Management
Illinois
$10.1M +$1.03M +16,510 +11%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$9.51M +$42.4K +677 +0.4%
William Blair & Company
43
William Blair & Company
Illinois
$8.14M -$1.66M -22,492 -17%
TF
44
TIAA FSB
Florida
$7.61M -$337K -5,383 -4%
NA
45
NewEdge Advisors
Louisiana
$6.54M -$600K -9,572 -8%
LFAS
46
Level Four Advisory Services
Texas
$6.5M +$743K +11,849 +13%
ClearBridge Investments
47
ClearBridge Investments
New York
$6.47M +$6.1M +97,304 +1,630%
US Bancorp
48
US Bancorp
Minnesota
$6.24M -$148K -2,357 -2%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$5.94M +$201K +3,210 +4%
GRP
50
Global Retirement Partners
California
$5.62M +$2.39M +38,104 +74%
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