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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.81B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$460M
3
LPL Financial
LPL Financial
California
$928M
4
ClearBridge Investments
ClearBridge Investments
New York
$30M
5
Wells Fargo
Wells Fargo
California
$128M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$82.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$71M
3
GSWM
Golden State Wealth Management
California
$0
4
EWA
ERTS Wealth Advisors
Michigan
$10.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$22.4M -$3.23M -47,810 -13%
SSB
27
Sandy Spring Bank
Maryland
$21.7M +$986K +14,584 +5%
GSIS
28
Global Strategic Investment Solutions
Arizona
$18.6M +$468K +6,919 +3%
UCFA
29
United Capital Financial Advisors
Texas
$18.5M +$1.92M +28,422 +12%
DA
30
Doliver Advisors
Texas
$17.9M -$1.63M -24,092 -8%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$17.1M +$1.7M +25,146 +11%
IWM
32
IHT Wealth Management
Illinois
$16.3M +$1.76M +26,015 +12%
AAMA
33
Advanced Asset Management Advisors
Ohio
$16.2M – – –
WHG
34
Westwood Holdings Group
Texas
$15.3M +$536K +7,931 +4%
MML Investors Services
35
MML Investors Services
Massachusetts
$15.2M +$162K +2,388 +1%
MCM
36
Mitchell Capital Management
Kansas
$14.6M -$1.52M -22,436 -9%
VC
37
Veracity Capital
Georgia
$14.4M +$14.4M +213,475 New
TPWA
38
TRUE Private Wealth Advisors
Oregon
$14.3M +$1.27M +18,735 +10%
AG
39
Advisor Group
Arizona
$14.1M -$2.15M -31,764 -13%
CG
40
Colony Group
Massachusetts
$12.9M +$48.5K +717 +0.4%
IWC
41
Integrated Wealth Concepts
Massachusetts
$12.6M +$71.2K +1,052 +0.6%
Allianz Asset Management
42
Allianz Asset Management
Germany
$12.3M +$6.1M +90,119 +98%
EWA
43
ERTS Wealth Advisors
Michigan
$10.8M -$3.81M -56,289 -26%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$10.2M +$173K +2,551 +2%
LFAS
45
Level Four Advisory Services
Texas
$8.09M +$671K +9,927 +9%
TF
46
TIAA FSB
Florida
$7.93M -$200K -2,955 -2%
CAN
47
Cetera Advisor Networks
California
$7.64M +$1.49M +22,076 +24%
William Blair & Company
48
William Blair & Company
Illinois
$7.54M +$1.21M +17,857 +19%
OIA
49
OneDigital Investment Advisors
Kansas
$6.99M -$77.8K -1,150 -1%
NA
50
NewEdge Advisors
Louisiana
$6.53M -$426K -6,303 -6%
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