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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

510 hedge funds and large institutions have $7.33B invested in iShares Core S&P US Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+12
Holders Change %
+2.41%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
58
Increased
183
Reduced
141
Closed
40
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$63K

Top Buyers

1
MAM
1
Madison Asset Management
Wisconsin
$37.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$602M
3
Ameriprise
3
Ameriprise
Minnesota
$62.6M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$442M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$32.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.67B
2
VFPW
2
Vantage Financial Partners (Wisconsin)
Wisconsin
$9.09M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.96M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$0
5
LPL Financial
5
LPL Financial
California
$1.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$32.7M +$2.42M +30,196 +8%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$32.5M +$14.4M +179,098 +79%
CI
28
CX Institutional
Indiana
$29.6M +$11.6M +144,589 +64%
DA
29
Doliver Advisors
Texas
$29M +$776K +9,672 +3%
MWP
30
Madison Wealth Partners
Wisconsin
$27.5M +$1.27M +15,835 +5%
SSB
31
Sandy Spring Bank
Maryland
$24.8M +$1M +12,498 +4%
MWM
32
Mascoma Wealth Management
New Hampshire
$20.1M +$816K +10,172 +4%
WWM
33
Windsor Wealth Management
Indiana
$20M +$1.17M +14,360 +6%
M&T Bank
34
M&T Bank
New York
$19.5M -$1.54M -19,254 -7%
AAMA
35
Advanced Asset Management Advisors
Ohio
$19.2M – – –
VC
36
Veracity Capital
Georgia
$19M +$1.74M +21,702 +10%
ClearBridge Investments
37
ClearBridge Investments
New York
$18.3M +$4.91M +61,175 +37%
UCFA
38
United Capital Financial Advisors
Texas
$18.1M -$827K -10,312 -4%
MWM
39
Modera Wealth Management
New Jersey
$17.8M +$1.24M +15,458 +7%
HWA
40
Hilltop Wealth Advisors
North Carolina
$17.8M +$872K +10,882 +5%
AWA
41
Amplius Wealth Advisors
Pennsylvania
$17.5M +$233K +2,901 +1%
MML Investors Services
42
MML Investors Services
Massachusetts
$16.2M -$1.33M -16,624 -8%
FWM
43
ForthRight Wealth Management
Georgia
$16.1M +$257K +3,211 +2%
PAG
44
Private Advisor Group
New Jersey
$15.9M -$421K -5,255 -3%
CAN
45
Cetera Advisor Networks
California
$14.9M +$1.31M +16,397 +10%
AAS
46
Avantax Advisory Services
Texas
$14.8M +$519K +6,479 +4%
AF
47
Allworth Financial
California
$14.3M +$1.04M +12,950 +8%
GWM
48
GDS Wealth Management
Texas
$14M +$3.87M +48,299 +38%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$13.8M +$1.53M +19,142 +13%
EWA
50
ERTS Wealth Advisors
Michigan
$13.1M +$443K +5,526 +4%
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