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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$32.9M -$87.2K -1,070 -0.3%
MWM
27
Modera Wealth Management
New Jersey
$30.2M +$12.1M +148,600 +67%
WWM
28
Windsor Wealth Management
Indiana
$29.7M +$9.67M +118,557 +48%
DA
29
Doliver Advisors
Texas
$28.4M -$1.09M -13,310 -4%
Charles Schwab
30
Charles Schwab
California
$28.3M -$7.29M -89,486 -20%
MWP
31
Madison Wealth Partners
Wisconsin
$28.3M +$338K +4,148 +1%
CI
32
CX Institutional
Indiana
$27M -$3.14M -38,539 -10%
SSB
33
Sandy Spring Bank
Maryland
$25.3M +$87K +1,067 +0.3%
DI
34
DDFG Inc
California
$25M +$25M +306,266 New
AF
35
Allworth Financial
California
$24.1M +$9.64M +118,212 +66%
TLA
36
Tanglewood Legacy Advisors
Texas
$23.4M +$23.4M +286,911 New
Osaic Holdings
37
Osaic Holdings
Arizona
$22.9M -$11.5M -140,537 -33%
Kayne Anderson Rudnick Investment Management
38
Kayne Anderson Rudnick Investment Management
California
$22.4M +$17.5M +214,705 +354%
SWA
39
Strategies Wealth Advisors
Michigan
$21.8M +$21.8M +267,449 New
William Blair & Company
40
William Blair & Company
Illinois
$20.9M +$11.1M +135,558 +112%
VC
41
Veracity Capital
Georgia
$20.3M +$1.01M +12,346 +5%
AAMA
42
Advanced Asset Management Advisors
Ohio
$19.5M – – –
MWM
43
Mascoma Wealth Management
New Hampshire
$19.3M -$1.11M -13,595 -5%
RWP
44
RWA Wealth Partners
Massachusetts
$19M +$19M +228,880 New
HWA
45
Hilltop Wealth Advisors
North Carolina
$18.9M +$809K +9,926 +4%
AllianceBernstein
46
AllianceBernstein
Tennessee
$18.8M +$13.8M +169,247 +277%
ECG
47
Edge Capital Group
Georgia
$17.8M +$7.29M +89,475 +70%
Stifel Financial
48
Stifel Financial
Missouri
$17.5M +$8.15M +99,942 +87%
CAN
49
Cetera Advisor Networks
California
$17.5M +$2.29M +28,074 +15%
UCFA
50
United Capital Financial Advisors
Texas
$17.3M -$1.17M -14,319 -6%
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