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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.84B
2
Morgan Stanley
Morgan Stanley
New York
$605M
3
CCMG
Clark Capital Management Group
Pennsylvania
$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$125M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$462M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.41M
2
IWS
Insight Wealth Strategies
California
$623K
3
CG
Colony Group
Massachusetts
$0
4
MAM
Madison Asset Management
Wisconsin
$2.72M
5
GM
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$31.6M +$1.09M +13,014 +4%
DA
27
Doliver Advisors
Texas
$29.5M -$2.16M -25,858 -7%
MWP
28
Madison Wealth Partners
Wisconsin
$27.4M +$2.35M +28,057 +9%
SSB
29
Sandy Spring Bank
Maryland
$24.9M +$545K +6,509 +2%
MWM
30
Mascoma Wealth Management
New Hampshire
$20.1M -$811K -9,690 -4%
AAMA
31
Advanced Asset Management Advisors
Ohio
$20.1M – – –
WWM
32
Windsor Wealth Management
Indiana
$19.9M +$1.94M +22,566 +11%
UCFA
33
United Capital Financial Advisors
Texas
$19.8M -$1.57M -18,760 -7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$18.9M +$213K +2,541 +1%
CI
35
CX Institutional
Indiana
$18.8M +$400K +4,779 +2%
MML Investors Services
36
MML Investors Services
Massachusetts
$18.3M +$1.85M +22,159 +11%
AWA
37
Amplius Wealth Advisors
Pennsylvania
$18.1M -$969K -11,581 -5%
VC
38
Veracity Capital
Georgia
$18M +$15.8K +189 +0.1%
HWA
39
Hilltop Wealth Advisors
North Carolina
$17.6M +$17.6M +210,626 New
MWM
40
Modera Wealth Management
New Jersey
$17.3M -$502K -6,000 -3%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$17.1M +$15M +179,621 +719%
PAG
42
Private Advisor Group
New Jersey
$17M +$2.61M +31,136 +18%
FWM
43
ForthRight Wealth Management
Georgia
$16.5M -$832K -9,945 -5%
AAS
44
Avantax Advisory Services
Texas
$14.9M +$49K +586 +0.3%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$14.4M -$919K -10,984 -6%
CAN
46
Cetera Advisor Networks
California
$14.2M +$663K +7,924 +5%
ClearBridge Investments
47
ClearBridge Investments
New York
$14M +$6.57M +78,477 +88%
Truist Financial
48
Truist Financial
North Carolina
$13.9M -$3.27M -39,073 -19%
AF
49
Allworth Financial
California
$13.8M -$287K -3,423 -2%
EWA
50
ERTS Wealth Advisors
Michigan
$13.2M +$254K +3,037 +2%
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