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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
476
Koshinski Asset Management
Illinois
$43.1K – – –
AFS
477
Annapolis Financial Services
Maryland
$43K – – –
CA
478
Centerpoint Advisors
Massachusetts
$43K +$32K +277 +292%
GEA
479
Glen Eagle Advisors
New Jersey
$40.5K – – –
FRA
480
Front Row Advisors
California
$40K -$4.68K -40 -10%
MPCG
481
Matrix Private Capital Group
New York
$40K – – –
BAM
482
Barrett Asset Management
New York
$40K +$9.6K +84 +32%
ZB
483
Zions Bancorporation
Utah
$40K +$40K +349 New
MFC
484
Mechanics Financial Corp
Ohio
$39K +$39K +339 New
HS
485
Horan Securities
United States
$35K +$35K +301 New
LPWM
486
Lake Point Wealth Management
Texas
$34K – – –
BWA
487
BDO Wealth Advisors
Florida
$32K +$2.09K +18 +7%
AA
488
Addison Advisors
Vermont
$31K – – –
SC
489
SouthState Corp
Florida
$29K -$5.52K -48 -16%
AIC
490
Archer Investment Corporation
Indiana
$28.7K – – –
JHCP
491
Jackson Hole Capital Partners
Oklahoma
$28K – – –
DHGWA
492
Dixon Hughes Goodman Wealth Advisors
North Carolina
$28K +$28K +240 New
LWP
493
Lumature Wealth Partners
Georgia
$27K – – –
FWP
494
FAS Wealth Partners
Kansas
$26K – – –
LWA
495
Lenox Wealth Advisors
New York
$25K – – –
TCWA
496
Ten Capital Wealth Advisors
Washington
$25K – – –
MCA
497
Maryland Capital Advisors
Maryland
$25K +$25K +212 New
IA
498
IFP Advisors
Florida
$24K – – –
GI
499
Gradient Investments
Minnesota
$21K – – –
FWA
500
FSC Wealth Advisors
New York
$21K +$21K +185 New
18 19
20
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