IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
476
EPG Wealth Management
Georgia
$36.3K +$6.84K +77 +23%
MPCG
477
Matrix Private Capital Group
New York
$35.5K – – –
AC
478
AlphaCore Capital
California
$35.5K +$35.5K +400 New
PP
479
PrairieView Partners
Minnesota
$35K +$35K +404 New
CFB
480
Cullen/Frost Bankers
Texas
$34.4K – – –
FRA
481
Front Row Advisors
California
$33K – – –
PB
482
Pinnacle Bancorp
Nebraska
$32.5K – – –
SIC
483
Salem Investment Counselors
North Carolina
$31.4K +$23.4K +264 +293%
GEA
484
Glen Eagle Advisors
New Jersey
$31.1K – – –
DWA
485
Dougherty Wealth Advisers
Minnesota
$30.3K – – –
MFC
486
Mechanics Financial Corp
Ohio
$30.1K – – –
CSPIA
487
Cary Street Partners Investment Advisory
Virginia
$29.5K – – –
FWP
488
FAS Wealth Partners
Kansas
$27.5K +$89 +1 +0.3%
MSFP
489
Mark Sheptoff Financial Planning
Connecticut
$26.9K +$3.11K +35 +13%
HS
490
Horan Securities
United States
$26.7K – – –
PCA
491
Providence Capital Advisors
North Carolina
$26.6K – – –
HGERS
492
Householder Group Estate & Retirement Specialist
Arizona
$26K +$26K +298 New
First Manhattan
493
First Manhattan
New York
$23.4K +$23.4K +264 New
SC
494
SouthState Corp
Florida
$22.4K -$2.93K -33 -12%
AIC
495
Archer Investment Corporation
Indiana
$22K – – –
AWM
496
Accel Wealth Management
Iowa
$22K – – –
JHCP
497
Jackson Hole Capital Partners
Oklahoma
$21.7K – – –
LWP
498
Lumature Wealth Partners
Georgia
$20.7K – – –
QCG
499
Quadrant Capital Group
Ohio
$20.2K – – –
SCA
500
Stonebridge Capital Advisors
Minnesota
$19.7K +$19.7K +222 New
18 19
20
21 22