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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$804M
2
LPL Financial
LPL Financial
California
$1.2B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$609M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$166M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$491K
2
Wells Fargo
Wells Fargo
California
$88M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$579K
4
RJA
Raymond James & Associates
Florida
$58.6M
5
CI
CX Institutional
Indiana
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$30.6M +$18.2M +205,197 +148%
DA
27
Doliver Advisors
Texas
$30.5M -$457K -5,143 -1%
SSB
28
Sandy Spring Bank
Maryland
$27.9M +$351K +3,959 +1%
DI
29
DDFG Inc
California
$27.7M +$474K +5,336 +2%
AF
30
Allworth Financial
California
$26.4M +$121K +1,366 +0.5%
TLA
31
Tanglewood Legacy Advisors
Texas
$25.6M +$166K +1,875 +0.7%
CST
32
Charles Schwab Trust
Nevada
$25.4M +$6.94M +78,216 +38%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$24.1M -$11.8M -132,771 -33%
Charles Schwab
34
Charles Schwab
California
$23.3M -$7.52M -84,684 -24%
SWA
35
Strategies Wealth Advisors
Michigan
$22.8M -$896K -10,089 -4%
CAN
36
Cetera Advisor Networks
California
$21.8M +$2.83M +31,840 +15%
HWA
37
Hilltop Wealth Advisors
North Carolina
$21.6M +$1.06M +11,976 +5%
VC
38
Veracity Capital
Georgia
$21.5M -$615K -6,931 -3%
AAMA
39
Advanced Asset Management Advisors
Ohio
$21.3M – – –
RWP
40
RWA Wealth Partners
Massachusetts
$20.6M +$240K +2,708 +1%
AllianceBernstein
41
AllianceBernstein
Tennessee
$20.5M +$32.2K +363 +0.2%
MWM
42
Mascoma Wealth Management
New Hampshire
$20.1M -$1.24M -13,782 -6%
ECG
43
Edge Capital Group
Georgia
$19.5M +$175K +1,968 +0.9%
FWM
44
ForthRight Wealth Management
Georgia
$18.5M +$470K +5,297 +3%
CSWG
45
Cardinal Strategic Wealth Guidance
Kentucky
$18.3M +$5.78M +65,162 +46%
SC
46
Savant Capital
Illinois
$17.8M -$957K -10,777 -5%
UCFA
47
United Capital Financial Advisors
Texas
$17.6M -$1.21M -13,613 -6%
MWM
48
Modera Wealth Management
New Jersey
$17.6M -$15.4M -173,072 -47%
William Blair & Company
49
William Blair & Company
Illinois
$17.5M -$5.27M -59,314 -23%
PAG
50
Private Advisor Group
New Jersey
$17M -$388K -4,376 -2%
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