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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
2
Wells Fargo
California
$176M
3
RJA
3
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$669M
5
LPL Financial
5
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.41B
2
AWM
2
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$40.5M +$2.21M +19,112 +6%
Legacy Financial Group (Iowa)
27
Legacy Financial Group (Iowa)
Iowa
$37.6M -$14.7M -131,736 -28%
SSB
28
Sandy Spring Bank
Maryland
$33.8M +$539K +4,659 +2%
MWP
29
Madison Wealth Partners
Wisconsin
$32.9M +$1.6M +13,851 +5%
UCFA
30
United Capital Financial Advisors
Texas
$31.3M -$1.54M -13,316 -5%
VFPW
31
Vantage Financial Partners (Wisconsin)
Wisconsin
$29.1M +$29.1M +251,397 New
MWM
32
Mascoma Wealth Management
New Hampshire
$28.8M +$134K +1,162 +0.5%
PSUF
33
People's United Financial
Connecticut
$28.6M -$5.11M -44,213 -15%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$27.8M +$238K +2,061 +0.9%
AWA
35
Amplius Wealth Advisors
Pennsylvania
$27.7M +$27.7M +239,639 New
AAMA
36
Advanced Asset Management Advisors
Ohio
$27.7M – – –
IWS
37
Insight Wealth Strategies
California
$24.2M +$666K +5,760 +3%
WWM
38
Windsor Wealth Management
Indiana
$23.4M +$1.27M +11,026 +6%
WA
39
Win Advisors
Florida
$23.2M +$23.2M +200,697 New
Truist Financial
40
Truist Financial
North Carolina
$23M +$1.28M +11,026 +6%
VC
41
Veracity Capital
Georgia
$22.8M +$1.09M +9,440 +5%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$22.5M -$994K -8,592 -4%
CI
43
CX Institutional
Indiana
$22.5M +$1.14M +9,864 +5%
GSIS
44
Global Strategic Investment Solutions
Arizona
$22.2M -$2.47M -21,382 -10%
MML Investors Services
45
MML Investors Services
Massachusetts
$21.4M -$902K -7,801 -4%
MAM
46
Madison Asset Management
Wisconsin
$21.4M +$17.8M +153,770 +492%
FWM
47
ForthRight Wealth Management
Georgia
$21.1M -$748K -6,472 -3%
Stifel Financial
48
Stifel Financial
Missouri
$20.7M +$7.86M +67,965 +61%
CAN
49
Cetera Advisor Networks
California
$20.3M +$283K +2,448 +1%
IWC
50
Integrated Wealth Concepts
Massachusetts
$18.8M -$457K -3,955 -2%
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