IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

362 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
33
Increased
111
Reduced
136
Closed
33
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$19K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$141M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$85.9M
3
RAM
Riggs Asset Management
Pennsylvania
$6.98M
4
DA
Doliver Advisors
Texas
$18.2M
5
UBS Group
UBS Group
Switzerland
$266M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.36B
2
LPL Financial
LPL Financial
California
$1.02B
3
TI
tru Independence
Oregon
$1.04M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$463M
5
Morgan Stanley
Morgan Stanley
New York
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$27.1M -$2.36M -29,492 -8%
UCFA
27
United Capital Financial Advisors
Texas
$25.8M +$357K +4,468 +1%
Osaic Holdings
28
Osaic Holdings
Arizona
$24.9M +$3.91M +48,966 +19%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$23.3M -$2.51M -31,405 -10%
GSIS
30
Global Strategic Investment Solutions
Arizona
$21M +$111K +1,391 +0.5%
IWS
31
Insight Wealth Strategies
California
$20.8M +$3.6M +45,061 +21%
AAS
32
Avantax Advisory Services
Texas
$20.6M -$305K -3,811 -1%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$20M +$230K +2,870 +1%
AAMA
34
Advanced Asset Management Advisors
Ohio
$19.2M – – –
DA
35
Doliver Advisors
Texas
$18.2M +$5.87M +73,453 +48%
PAG
36
Private Advisor Group
New Jersey
$17.5M -$1.29M -16,230 -7%
WR
37
Watson Rebecca
$17.5M +$1.15M +14,420 +7%
MML Investors Services
38
MML Investors Services
Massachusetts
$17.1M +$173K +2,161 +1%
KAS
39
Kestra Advisory Services
Texas
$14.8M +$14.8M +184,456 New
CG
40
Colony Group
Massachusetts
$13.8M -$263K -3,288 -2%
TPWA
41
TRUE Private Wealth Advisors
Oregon
$13.4M -$1.9M -23,708 -12%
IWC
42
Integrated Wealth Concepts
Massachusetts
$12.7M -$313K -3,916 -2%
WWM
43
Windsor Wealth Management
Indiana
$12.4M -$472K -5,837 -4%
WHG
44
Westwood Holdings Group
Texas
$12.3M -$885K -11,065 -7%
Stifel Financial
45
Stifel Financial
Missouri
$12.2M -$207K -2,583 -2%
VC
46
Veracity Capital
Georgia
$11.6M -$2.81M -35,072 -19%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$10.8M -$1.15M -14,195 -10%
CAN
48
Cetera Advisor Networks
California
$10.3M -$159K -1,992 -2%
RWA
49
Redhawk Wealth Advisors
Minnesota
$9.29M -$415K -5,193 -4%
EWA
50
ERTS Wealth Advisors
Michigan
$8.2M -$1.65M -20,685 -17%
1
2
3 4 5