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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

429 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
7.55%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.41%
New
47
Increased
123
Reduced
157
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$498M
2
AWM
AE Wealth Management
Kansas
$44M
3
LPL Financial
LPL Financial
California
$1.12B
4
CI
CX Institutional
Indiana
$16.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$185M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.66B
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16M
3
F
F3Logic
Minnesota
$874K
4
ClearBridge Investments
ClearBridge Investments
New York
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$482M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
26
Veracity Capital
Georgia
$37.4M +$7.52M +82,790 +25%
Osaic Holdings
27
Osaic Holdings
Arizona
$35M +$808K +8,898 +2%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$31.4M +$3.66M +40,343 +13%
UCFA
29
United Capital Financial Advisors
Texas
$28.4M +$107K +1,177 +0.4%
SSB
30
Sandy Spring Bank
Maryland
$28M -$2.58M -28,454 -8%
PSUF
31
People's United Financial
Connecticut
$27.6M -$1.09M -11,964 -4%
GSIS
32
Global Strategic Investment Solutions
Arizona
$23.9M -$100K -1,101 -0.4%
MWM
33
Mascoma Wealth Management
New Hampshire
$23.2M -$80K -881 -0.3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$22.5M -$14.2K -156 -0.1%
MWP
35
Madison Wealth Partners
Wisconsin
$22.4M -$117K -1,322 -0.5%
IWS
36
Insight Wealth Strategies
California
$22.2M +$3.25M +35,778 +17%
AAMA
37
Advanced Asset Management Advisors
Ohio
$21.8M – – –
AAS
38
Avantax Advisory Services
Texas
$20.2M -$777K -8,551 -4%
PAG
39
Private Advisor Group
New Jersey
$19.3M -$187K -2,060 -1%
MML Investors Services
40
MML Investors Services
Massachusetts
$17.9M -$1.64M -18,115 -8%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$17.3M +$5.53M +60,960 +47%
FWM
42
ForthRight Wealth Management
Georgia
$16.7M -$1.17M -12,886 -7%
CI
43
CX Institutional
Indiana
$16.1M +$10.4M +114,387 +182%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$16M -$30.5M -336,301 -66%
CG
45
Colony Group
Massachusetts
$15.9M +$508K +5,592 +3%
KAS
46
Kestra Advisory Services
Texas
$15.1M -$2.14M -23,571 -12%
WWM
47
Windsor Wealth Management
Indiana
$13.7M +$27K +297 +0.2%
IWC
48
Integrated Wealth Concepts
Massachusetts
$13.4M -$256K -2,818 -2%
CAN
49
Cetera Advisor Networks
California
$13.3M +$70.2K +773 +0.5%
WHG
50
Westwood Holdings Group
Texas
$12.7M -$1.14M -12,529 -8%
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