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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
LPL Financial
LPL Financial
California
$1.31B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$688M
4
Osaic Holdings
Osaic Holdings
Arizona
$51.4M
5
AWM
AE Wealth Management
Kansas
$25.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.39B
2
Fidelity International
Fidelity International
Bermuda
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.44M
4
UBS Group
UBS Group
Switzerland
$128M
5
FAIM
Financial Advocates Investment Management
Washington
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$34.4M -$520K -5,480 -1%
Charles Schwab
27
Charles Schwab
California
$33.4M +$9.55M +100,699 +40%
DA
28
Doliver Advisors
Texas
$31.8M -$462K -4,871 -1%
MWP
29
Madison Wealth Partners
Wisconsin
$31M -$3.39M -35,760 -10%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$28.8M -$125K -1,322 -0.4%
SSB
31
Sandy Spring Bank
Maryland
$27.7M -$1.85M -19,501 -6%
TLA
32
Tanglewood Legacy Advisors
Texas
$27.7M +$60.1K +634 +0.2%
CST
33
Charles Schwab Trust
Nevada
$25.8M -$397K -4,187 -2%
DI
34
DDFG Inc
California
$25.7M -$4.2M -44,315 -14%
PBF
35
Petix & Botte Financial
California
$25.6M +$563K +5,932 +2%
AWM
36
AE Wealth Management
Kansas
$25.1M +$12.4M +130,289 +97%
VC
37
Veracity Capital
Georgia
$24.7M +$1.39M +14,640 +6%
CAN
38
Cetera Advisor Networks
California
$24.5M +$526K +5,548 +2%
SWA
39
Strategies Wealth Advisors
Michigan
$23.4M +$92.3K +973 +0.4%
HWA
40
Hilltop Wealth Advisors
North Carolina
$23M -$632K -6,668 -3%
EH
41
Equitable Holdings
New York
$22.8M +$318K +3,352 +1%
AAMA
42
Advanced Asset Management Advisors
Ohio
$22.7M – – –
MWM
43
Modera Wealth Management
New Jersey
$21.7M -$254K -2,674 -1%
CSWG
44
Cardinal Strategic Wealth Guidance
Kentucky
$21.7M +$1.45M +15,248 +7%
AllianceBernstein
45
AllianceBernstein
Tennessee
$21.1M +$158K +1,661 +0.8%
ECG
46
Edge Capital Group
Georgia
$20.7M -$39.5K -417 -0.2%
William Blair & Company
47
William Blair & Company
Illinois
$20.2M +$759 +8 +0%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$20.1M -$4.78M -50,442 -19%
FWM
49
ForthRight Wealth Management
Georgia
$19.2M -$214K -2,258 -1%
MWM
50
Mascoma Wealth Management
New Hampshire
$19M +$101K +1,060 +0.5%
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