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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
2
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
4
LPL Financial
California
$1.32B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.15B
2
DA
2
Doliver Advisors
Texas
$58M
3
BlackRock
3
BlackRock
New York
$50.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$39M +$2.2M +21,454 +6%
TVAMP
27
Tennessee Valley Asset Management Partners
Tennessee
$34M +$169K +1,650 +0.5%
PSUF
28
People's United Financial
Connecticut
$29.9M -$665K -6,490 -2%
SSB
29
Sandy Spring Bank
Maryland
$29.5M -$2.86M -27,901 -9%
UCFA
30
United Capital Financial Advisors
Texas
$29.1M -$1.97M -19,212 -6%
MWP
31
Madison Wealth Partners
Wisconsin
$27.7M +$857K +8,367 +3%
MWM
32
Mascoma Wealth Management
New Hampshire
$25.4M +$600K +5,857 +2%
AAMA
33
Advanced Asset Management Advisors
Ohio
$24.5M – – –
Baird Financial Group
34
Baird Financial Group
Wisconsin
$24.4M -$1.19M -11,597 -5%
AAS
35
Avantax Advisory Services
Texas
$23.8M +$844K +8,232 +4%
GSIS
36
Global Strategic Investment Solutions
Arizona
$21.9M -$3.21M -31,358 -13%
PBF
37
Petix & Botte Financial
California
$21M +$11.4M +111,237 +119%
IWS
38
Insight Wealth Strategies
California
$20.9M -$1.2M -11,749 -5%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$20.8M -$326K -3,184 -2%
WWM
40
Windsor Wealth Management
Indiana
$19.9M +$2.53M +24,478 +15%
MML Investors Services
41
MML Investors Services
Massachusetts
$19.8M -$386K -3,767 -2%
FWM
42
ForthRight Wealth Management
Georgia
$19.4M +$353K +3,444 +2%
VC
43
Veracity Capital
Georgia
$19.2M +$891K +8,704 +5%
Truist Financial
44
Truist Financial
North Carolina
$19.2M +$8.03M +78,435 +72%
Goldman Sachs
45
Goldman Sachs
New York
$19.2M +$7.86M +76,746 +70%
CI
46
CX Institutional
Indiana
$18.9M +$2.4M +23,432 +15%
CAN
47
Cetera Advisor Networks
California
$17.8M +$1.57M +15,299 +10%
PAG
48
Private Advisor Group
New Jersey
$17.5M -$4.41M -43,095 -20%
IWC
49
Integrated Wealth Concepts
Massachusetts
$17.1M +$1.96M +19,143 +13%
CG
50
Colony Group
Massachusetts
$16.2M -$2M -19,492 -11%
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