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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$222M
3
Bank of America
3
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$45.4M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
AWM
3
AE Wealth Management
Kansas
$16.1M
4
AAMA
4
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$35.3M -$1.3M -12,486 -4%
DA
27
Doliver Advisors
Texas
$35.1M +$127K +1,216 +0.4%
ClearBridge Investments
28
ClearBridge Investments
New York
$34.5M +$32.3M +310,373 +1,492%
TLA
29
Tanglewood Legacy Advisors
Texas
$31.9M +$1.44M +13,785 +5%
Osaic Holdings
30
Osaic Holdings
Arizona
$31.7M -$24.7M -236,907 -44%
SSB
31
Sandy Spring Bank
Maryland
$29.9M -$542K -5,210 -2%
CST
32
Charles Schwab Trust
Nevada
$29.1M +$843K +8,098 +3%
DI
33
DDFG Inc
California
$28.4M +$121K +1,165 +0.4%
VC
34
Veracity Capital
Georgia
$28.3M +$1.14M +10,940 +4%
PBF
35
Petix & Botte Financial
California
$28.1M -$24.9K -239 -0.1%
CAN
36
Cetera Advisor Networks
California
$28.1M +$1.21M +11,637 +5%
Goldman Sachs
37
Goldman Sachs
New York
$27.1M +$15.2M +146,235 +129%
CSWG
38
Cardinal Strategic Wealth Guidance
Kentucky
$26.6M +$2.75M +26,391 +12%
HWA
39
Hilltop Wealth Advisors
North Carolina
$25.7M +$374K +3,595 +1%
EH
40
Equitable Holdings
New York
$25.5M +$478K +4,588 +2%
AllianceBernstein
41
AllianceBernstein
Tennessee
$24.8M +$1.67M +16,065 +7%
SWA
42
Strategies Wealth Advisors
Michigan
$24.5M -$1.25M -11,975 -5%
MWM
43
Modera Wealth Management
New Jersey
$24.3M +$471K +4,528 +2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$21.5M -$565K -5,430 -3%
FWM
45
ForthRight Wealth Management
Georgia
$21.3M +$275K +2,643 +1%
William Blair & Company
46
William Blair & Company
Illinois
$20.7M -$1.52M -14,582 -7%
ECG
47
Edge Capital Group
Georgia
$20.6M -$2.06M -19,783 -9%
AAS
48
Avantax Advisory Services
Texas
$20.6M -$100K -965 -0.5%
MWM
49
Mascoma Wealth Management
New Hampshire
$20.2M -$700K -6,727 -3%
HR
50
Howe & Rusling
New York
$19.8M +$1.33M +12,786 +7%
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