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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$949M
2
Fidelity International
Fidelity International
Bermuda
$60.8M
3
Bank of America
Bank of America
North Carolina
$3.64B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$692M
5
FWI
Facet Wealth Inc
Maryland
$77.3M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$169M
2
Amundi
Amundi
France
$0
3
RWP
RWA Wealth Partners
Massachusetts
$14.8M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$0
5
CFA
Cahill Financial Advisors
Minnesota
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$36.6M +$1.44M +14,728 +4%
AF
27
Allworth Financial
California
$36M +$6.93M +71,002 +24%
MWP
28
Madison Wealth Partners
Wisconsin
$35.5M -$582K -5,956 -2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$34.1M +$517K +5,294 +2%
DA
30
Doliver Advisors
Texas
$33.3M -$266K -2,725 -0.8%
DI
31
DDFG Inc
California
$30.8M +$382K +3,909 +1%
SSB
32
Sandy Spring Bank
Maryland
$30.5M -$240K -2,456 -0.8%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$29.8M +$11.9M +122,280 +67%
TLA
34
Tanglewood Legacy Advisors
Texas
$28.5M +$297K +3,037 +1%
PBF
35
Petix & Botte Financial
California
$25.8M +$13.5M +138,615 +110%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$25.6M -$877K -8,986 -3%
CST
37
Charles Schwab Trust
Nevada
$25.4M -$943K -10,244 -4%
CAN
38
Cetera Advisor Networks
California
$24.7M +$634K +6,492 +3%
Charles Schwab
39
Charles Schwab
California
$24.5M -$1.16M -11,858 -5%
HWA
40
Hilltop Wealth Advisors
North Carolina
$24.4M +$597K +6,115 +3%
VC
41
Veracity Capital
Georgia
$24.1M +$442K +4,530 +2%
SWA
42
Strategies Wealth Advisors
Michigan
$24M -$1.11M -11,379 -4%
AAMA
43
Advanced Asset Management Advisors
Ohio
$23.4M – – –
EH
44
Equitable Holdings
New York
$23.2M +$5.54M +56,747 +31%
MWM
45
Modera Wealth Management
New Jersey
$22.7M +$3.35M +34,292 +17%
AllianceBernstein
46
AllianceBernstein
Tennessee
$21.6M -$985K -10,087 -4%
ECG
47
Edge Capital Group
Georgia
$21.3M -$149K -1,525 -0.7%
CSWG
48
Cardinal Strategic Wealth Guidance
Kentucky
$20.9M +$784K +8,035 +4%
William Blair & Company
49
William Blair & Company
Illinois
$20.8M +$1.52M +15,525 +8%
FWM
50
ForthRight Wealth Management
Georgia
$20M -$321K -3,287 -2%
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