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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

456 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
7.96%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
138
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.14B
2
LPL Financial
2
LPL Financial
California
$1.28B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$138M
4
DA
4
Doliver Advisors
Texas
$71.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$220M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$13K
2
PPA
2
Parametric Portfolio Associates
Washington
$351K
3
AWM
3
AE Wealth Management
Kansas
$10.1M
4
VC
4
Veracity Capital
Georgia
$18.1M
5
FP
5
Financial Perspectives
Minnesota
$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
26
People's United Financial
Connecticut
$30.1M -$599K -5,930 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$28M +$10.2M +101,110 +57%
MWP
28
Madison Wealth Partners
Wisconsin
$26.5M +$1.05M +10,413 +4%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$25.3M +$241K +2,382 +1%
GSIS
30
Global Strategic Investment Solutions
Arizona
$24.7M -$1.89M -18,684 -7%
MWM
31
Mascoma Wealth Management
New Hampshire
$24.4M -$1.43M -14,187 -6%
AAMA
32
Advanced Asset Management Advisors
Ohio
$24.2M – – –
AAS
33
Avantax Advisory Services
Texas
$22.6M +$166K +1,639 +0.7%
IWS
34
Insight Wealth Strategies
California
$21.8M -$2.9M -28,752 -12%
PAG
35
Private Advisor Group
New Jersey
$21.6M +$50.1K +496 +0.2%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$20.9M +$1.59M +15,763 +8%
MML Investors Services
37
MML Investors Services
Massachusetts
$19.9M -$18.2K -180 -0.1%
FWM
38
ForthRight Wealth Management
Georgia
$18.8M +$231K +2,292 +1%
VC
39
Veracity Capital
Georgia
$18.1M -$23.6M -233,504 -57%
CG
40
Colony Group
Massachusetts
$17.9M +$184K +1,826 +1%
KAS
41
Kestra Advisory Services
Texas
$17.2M +$440K +4,353 +3%
WWM
42
Windsor Wealth Management
Indiana
$16.9M +$1.71M +16,972 +11%
CI
43
CX Institutional
Indiana
$16.3M -$1.57M -15,501 -9%
CAN
44
Cetera Advisor Networks
California
$16M +$1.22M +12,043 +8%
EWA
45
ERTS Wealth Advisors
Michigan
$15.4M +$3.26M +32,301 +27%
IWC
46
Integrated Wealth Concepts
Massachusetts
$14.9M +$66.3K +657 +0.4%
SWM
47
Spire Wealth Management
Virginia
$13.2M +$57.6K +566 +0.4%
IWMWV
48
Ironwood Wealth Management (West Virginia)
West Virginia
$13M +$92.4K +915 +0.7%
WHG
49
Westwood Holdings Group
Texas
$12.6M -$1.55M -15,325 -11%
AF
50
Allworth Financial
California
$12.3M +$763K +7,558 +7%
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