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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.84B
2
Morgan Stanley
Morgan Stanley
New York
$605M
3
CCMG
Clark Capital Management Group
Pennsylvania
$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$125M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$462M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.41M
2
IWS
Insight Wealth Strategies
California
$623K
3
CG
Colony Group
Massachusetts
$0
4
MAM
Madison Asset Management
Wisconsin
$2.72M
5
GM
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
476
Operose Advisors
Wisconsin
$5K – – –
TSWM
477
Tyler-Stone Wealth Management
Ohio
$5K – – –
TFA
478
Transamerica Financial Advisors
Florida
$5K +$5K +54 New
GFP
479
Gryphon Financial Partners
Ohio
$5K +$5K +56 New
BWL
480
Bogart Wealth LLC
Virginia
$4K – – –
RG
481
Retirement Group
California
$4K – – –
KFS
482
Kelly Financial Services
Massachusetts
$3.79K – – –
AWM
483
Atticus Wealth Management
Florida
$3K -$26.1K -357 -90%
CSB
484
City State Bank
Iowa
$3K – – –
BL
485
Balentine LLC
Georgia
$3K – – –
OFG
486
Oxford Financial Group
Indiana
$3K – – –
HI
487
Hudock Inc
Pennsylvania
$3K +$3K +47 New
WT
488
Washington Trust
Rhode Island
$2K – – –
BCM
489
Bourgeon Capital Management
Connecticut
$2K – – –
KFAA
490
Klaas Financial Asset Advisors
Illinois
$2K +$2K +19 New
SWM
491
Selective Wealth Management
Virginia
$1K – – –
Simplex Trading
492
Simplex Trading
Illinois
$1K – – –
SFG
493
Steward Financial Group
Texas
$1K – – –
VNA
494
Valley National Advisers
Pennsylvania
$1K – – –
HIA
495
Harbor Investment Advisory
Maryland
$1K +$71 +1 +8%
APW
496
Axim Planning & Wealth
Ohio
$1K +$1K +7 New
HFS
497
Heritage Financial Services
Massachusetts
$1K +$1K +15 New
Bank of Montreal
498
Bank of Montreal
Ontario, Canada
$628 -$94 -1,086 -13%
CG
499
Colony Group
Massachusetts
– -$15.7M -148,234 Closed
GM
500
GeoWealth Management
Illinois
– -$11.6M -109,503 Closed
18 19
20
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