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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$226M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$71.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$53.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$42.8M
5
Fidelity International
Fidelity International
Bermuda
$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.35B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$45.4M
3
ClearBridge Investments
ClearBridge Investments
New York
$734K
4
Jones Financial Companies
Jones Financial Companies
Missouri
$814M
5
Wells Fargo
Wells Fargo
California
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$44.8M -$1.18M -10,110 -3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$42.8M +$36.4M +310,166 +565%
BlackRock
28
BlackRock
New York
$40.7M -$7.82M -66,744 -16%
MWP
29
Madison Wealth Partners
Wisconsin
$40.1M +$190K +1,618 +0.5%
TLA
30
Tanglewood Legacy Advisors
Texas
$36.8M +$875K +7,468 +2%
Osaic Holdings
31
Osaic Holdings
Arizona
$36.5M +$733K +6,250 +2%
DA
32
Doliver Advisors
Texas
$33.9M -$5.61M -47,873 -14%
Fidelity International
33
Fidelity International
Bermuda
$33.9M +$33.9M +288,401 New
SSB
34
Sandy Spring Bank
Maryland
$32.4M -$1.26M -10,748 -4%
CSWG
35
Cardinal Strategic Wealth Guidance
Kentucky
$31.8M +$1.81M +15,481 +6%
VC
36
Veracity Capital
Georgia
$31.6M -$243K -2,072 -0.8%
CST
37
Charles Schwab Trust
Nevada
$31.5M -$1.25M -10,707 -4%
DI
38
DDFG Inc
California
$31M -$906K -7,731 -3%
AllianceBernstein
39
AllianceBernstein
Tennessee
$29.5M +$1.54M +13,134 +6%
CI
40
CX Institutional
Indiana
$28.9M +$9.1M +77,639 +46%
Charles Schwab
41
Charles Schwab
California
$28.9M -$10.9M -92,650 -27%
HWA
42
Hilltop Wealth Advisors
North Carolina
$28.7M -$177K -1,508 -0.6%
EH
43
Equitable Holdings
New York
$28.6M -$190K -1,619 -0.7%
MWM
44
Modera Wealth Management
New Jersey
$27.3M -$155K -1,323 -0.6%
MFG
45
Merit Financial Group
Georgia
$27.2M +$26.6M +230,582 +4,491%
CAN
46
Cetera Advisor Networks
California
$26.9M -$4.74M -40,455 -15%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$26.4M +$4.19M +35,714 +19%
MML Investors Services
48
MML Investors Services
Massachusetts
$26.2M +$8.66M +73,873 +49%
SWA
49
Strategies Wealth Advisors
Michigan
$26M -$1.55M -13,238 -6%
KAS
50
Kestra Advisory Services
Texas
$25.7M +$12.5M +106,902 +95%
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