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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

364 hedge funds and large institutions have $6.31B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+14
Holders Change %
+4%
% of All Funds
7.48%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
122
Reduced
131
Closed
30
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$14K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.47B
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$40.8M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.7M
4
AWM
AE Wealth Management
Kansas
$16.3M
5
SS
Simplicity Solutions
Minnesota
$14M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$235M
2
PPA
Parametric Portfolio Associates
Washington
$97.2M
3
BL
Balentine LLC
Georgia
$97.3M
4
LPL Financial
LPL Financial
California
$961M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$26.5M +$844K +11,735 +3%
TVAMP
27
Tennessee Valley Asset Management Partners
Tennessee
$26.1M -$1.82M -25,271 -7%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$23.2M +$2.98M +41,496 +15%
UCFA
29
United Capital Financial Advisors
Texas
$22.8M +$1.85M +25,765 +9%
Osaic Holdings
30
Osaic Holdings
Arizona
$18.8M -$7.14M -99,252 -27%
AAS
31
Avantax Advisory Services
Texas
$18.8M +$5.07M +70,518 +37%
GSIS
32
Global Strategic Investment Solutions
Arizona
$18.7M +$1.26M +17,572 +7%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$17.8M +$4.01M +55,836 +29%
AAMA
34
Advanced Asset Management Advisors
Ohio
$17.2M – – –
PAG
35
Private Advisor Group
New Jersey
$17M -$50.1K -697 -0.3%
AWM
36
AE Wealth Management
Kansas
$16.3M +$9.83M +136,755 +152%
IWS
37
Insight Wealth Strategies
California
$15.5M +$1.25M +17,442 +9%
MML Investors Services
38
MML Investors Services
Massachusetts
$15.2M +$1.79M +24,899 +13%
WR
39
Watson Rebecca
$14.7M +$902K +12,551 +7%
SS
40
Simplicity Solutions
Minnesota
$14M +$9.49M +132,054 +210%
TPWA
41
TRUE Private Wealth Advisors
Oregon
$13.7M -$2.74M -38,057 -17%
VC
42
Veracity Capital
Georgia
$12.9M -$2.5M -34,845 -16%
CG
43
Colony Group
Massachusetts
$12.6M -$95.7K -1,332 -0.8%
WHG
44
Westwood Holdings Group
Texas
$11.9M -$1.68M -23,398 -12%
IWC
45
Integrated Wealth Concepts
Massachusetts
$11.7M -$949K -13,201 -7%
WWM
46
Windsor Wealth Management
Indiana
$11.4M +$4.27M +59,451 +60%
Stifel Financial
47
Stifel Financial
Missouri
$11.1M -$2.55M -35,542 -19%
DA
48
Doliver Advisors
Texas
$11.1M +$1.79M +24,944 +19%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$10.7M +$10.6M +145,577 +7,243%
CAN
50
Cetera Advisor Networks
California
$9.42M +$989K +13,755 +12%
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