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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

767 hedge funds and large institutions have $15.8B invested in iShares Core S&P US Growth ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 233 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+78
Holders Change %
+11.32%
% of All Funds
10.21%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
127
Increased
233
Reduced
226
Closed
34
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
-$35K

Top Buyers

1
BTI
Blue Trust Inc
Georgia
$269M
2
LPL Financial
LPL Financial
California
$2.13B
3
Bank of America
Bank of America
North Carolina
$5.5B
4
Fidelity International
Fidelity International
Bermuda
$28.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$121M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$877M
2
FWI
Facet Wealth Inc
Maryland
$100M
3
Corient Private Wealth
Corient Private Wealth
Florida
$21.6M
4
Two Sigma Investments
Two Sigma Investments
New York
$5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$54.7M -$2.42M -17,335 -4%
MWP
27
Madison Wealth Partners
Wisconsin
$54.3M +$6.7M +48,108 +14%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$51.9M -$25.5M -183,314 -33%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$51.8M +$361K +2,590 +0.7%
AF
30
Allworth Financial
California
$50.6M -$4M -27,454 -7%
CSWG
31
Cardinal Strategic Wealth Guidance
Kentucky
$48M -$780K -5,599 -2%
TLA
32
Tanglewood Legacy Advisors
Texas
$46.2M -$27.6K -198 -0.1%
William Blair & Company
33
William Blair & Company
Illinois
$44M +$10M +71,824 +29%
CI
34
CX Institutional
Indiana
$41M +$6.45M +46,262 +19%
DI
35
DDFG Inc
California
$37.5M +$418K +2,998 +1%
ACM
36
Aurdan Capital Management
Pennsylvania
$37.3M +$37.3M +267,420 New
VC
37
Veracity Capital
Georgia
$37.1M +$961K +6,899 +3%
EH
38
Equitable Holdings
New York
$36.9M +$2.14M +15,361 +6%
HR
39
Howe & Rusling
New York
$35.1M +$1.66M +11,914 +5%
HWA
40
Hilltop Wealth Advisors
North Carolina
$33.5M -$434K -3,112 -1%
SSB
41
Sandy Spring Bank
Maryland
$32.5M -$1.55M -11,113 -5%
CST
42
Charles Schwab Trust
Nevada
$32.4M -$3.22M -23,107 -9%
MWM
43
Modera Wealth Management
New Jersey
$31.7M -$93.8K -673 -0.3%
ECG
44
Edge Capital Group
Georgia
$31.6M -$628K -4,505 -2%
AllianceBernstein
45
AllianceBernstein
Tennessee
$31.4M -$1.89M -13,562 -6%
SWM
46
Spire Wealth Management
Virginia
$29M +$9.93M +71,291 +52%
MML Investors Services
47
MML Investors Services
Massachusetts
$28.8M -$5.39M -38,644 -16%
Fidelity International
48
Fidelity International
Bermuda
$28.1M +$28.1M +200,614 +36,878%
PAG
49
Private Advisor Group
New Jersey
$28.1M +$563K +4,038 +2%
AAS
50
Avantax Advisory Services
Texas
$27.9M +$313K +2,243 +1%
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