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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$222M
3
Bank of America
3
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$45.4M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
AWM
3
AE Wealth Management
Kansas
$16.1M
4
AAMA
4
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
476
Summit Global Investments
Utah
$210K +$210K +2,017 New
KeyBank National Association
477
KeyBank National Association
Ohio
$210K +$210K +2,015 New
CWM
478
Connecticut Wealth Management
Connecticut
$208K +$208K +2,000 New
CWM
479
Centurion Wealth Management
Virginia
$207K +$207K +1,984 New
SDWIA
480
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$203K +$203K +1,952 New
FMWA
481
Forvis Mazars Wealth Advisors
Missouri
$202K +$202K +1,942 New
LCM
482
Leisure Capital Management
California
$200K +$200K +1,924 New
ZB
483
Zions Bancorporation
Utah
$196K – – –
BFPW
484
BOK Financial Private Wealth
Colorado
$192K – – –
HGERS
485
Householder Group Estate & Retirement Specialist
Arizona
$172K -$1.25K -12 -0.7%
DIP
486
DT Investment Partners
Pennsylvania
$167K – – –
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$167K – – –
CA
488
Centerpoint Advisors
Massachusetts
$159K – – –
BONH
489
Bank of New Hampshire
New Hampshire
$156K -$17.5K -168 -10%
BC
490
Barrett & Company
Rhode Island
$156K +$312 +3 +0.2%
SMA
491
Sage Mountain Advisors
Georgia
$154K – – –
BA
492
Ballast Advisors
Minnesota
$145K – – –
IFAM
493
Institutional & Family Asset Management
Colorado
$133K – – –
TRCT
494
Tower Research Capital (TRC)
New York
$133K +$97.2K +934 +270%
AIM
495
Acropolis Investment Management
Missouri
$131K – – –
EWA
496
EverSource Wealth Advisors
Alabama
$128K – – –
FHA
497
First Horizon Advisors
Tennessee
$126K -$6.04K -58 -5%
RFA
498
Resurgent Financial Advisors
Georgia
$122K – – –
S
499
SignatureFD
Georgia
$115K +$97.8K +939 +559%
FCA
500
FinTrust Capital Advisors
South Carolina
$114K +$9.79K +94 +9%
18 19
20
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