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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.25B
2
Morgan Stanley
2
Morgan Stanley
New York
$712M
3
VFPW
3
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M
4
MWM
4
Modera Wealth Management
New Jersey
$22.5M
5
PBF
5
Petix & Botte Financial
California
$24.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$110M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$28.7M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$9.4M
4
RJA
4
Raymond James & Associates
Florida
$75.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$37M -$7.34M -68,490 -17%
MWP
27
Madison Wealth Partners
Wisconsin
$31.6M +$1.48M +14,032 +5%
SSB
28
Sandy Spring Bank
Maryland
$30.7M -$197K -1,867 -0.6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$28.7M -$44.7M -422,977 -61%
UCFA
30
United Capital Financial Advisors
Texas
$26.9M -$1.67M -15,763 -6%
MWM
31
Mascoma Wealth Management
New Hampshire
$26.4M +$129K +1,222 +0.5%
AAMA
32
Advanced Asset Management Advisors
Ohio
$25.3M – – –
PBF
33
Petix & Botte Financial
California
$24.2M +$12.6M +119,386 +109%
PSUF
34
People's United Financial
Connecticut
$24.1M -$2.05M -19,364 -8%
AWA
35
Amplius Wealth Advisors
Pennsylvania
$24M -$1.3M -12,314 -5%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$23.6M -$1.82M -17,231 -7%
CI
37
CX Institutional
Indiana
$23.3M +$2.69M +25,420 +13%
VC
38
Veracity Capital
Georgia
$22.7M +$1.86M +17,562 +9%
MWM
39
Modera Wealth Management
New Jersey
$22.5M +$21.3M +201,285 +1,757%
IWS
40
Insight Wealth Strategies
California
$22.4M +$250K +2,364 +1%
FWM
41
ForthRight Wealth Management
Georgia
$21.9M +$2.58M +24,461 +13%
Truist Financial
42
Truist Financial
North Carolina
$21.7M +$756K +7,156 +4%
WWM
43
Windsor Wealth Management
Indiana
$21.5M +$627K +6,106 +3%
MAM
44
Madison Asset Management
Wisconsin
$21.2M +$1.68M +15,917 +9%
MML Investors Services
45
MML Investors Services
Massachusetts
$20.7M +$1.17M +11,113 +6%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$19.4M -$1.2M -11,355 -6%
AAS
47
Avantax Advisory Services
Texas
$18.7M +$2.47M +23,395 +15%
PAG
48
Private Advisor Group
New Jersey
$18.2M +$1.46M +13,823 +9%
AF
49
Allworth Financial
California
$17.8M +$4.43M +41,962 +33%
CAN
50
Cetera Advisor Networks
California
$17.1M -$1.49M -14,060 -8%
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