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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
476
Albion Financial Group
Utah
$249K -$18.1K -154 -7%
CF
477
Convergence Financial
Missouri
$248K -$39.7K -339 -14%
EPA
478
Element Pointe Advisors
Florida
$246K – – –
HWP
479
Hibernia Wealth Partners
Louisiana
$245K -$3.52K -30 -1%
IIM
480
InTrack Investment Management
Vermont
$243K -$23.4K -200 -9%
EI
481
Ethic Inc
New York
$240K +$240K +2,050 New
CWM
482
Connecticut Wealth Management
Connecticut
$240K +$5.39K +46 +2%
BWP
483
Bernardo Wealth Planning
Pennsylvania
$240K – – –
SGI
484
Summit Global Investments
Utah
$236K – – –
S
485
SignatureFD
Georgia
$234K +$104K +888 +80%
RIA
486
Regal Investment Advisors
Michigan
$233K -$85.4K -729 -27%
CWM
487
Centurion Wealth Management
Virginia
$233K – – –
KeyBank National Association
488
KeyBank National Association
Ohio
$232K -$4.22K -36 -2%
SDWIA
489
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$229K – – –
BWM
490
Boyd Wealth Management
California
$229K +$229K +1,951 New
SIA
491
Soltis Investment Advisors
Utah
$226K +$226K +1,926 New
LCM
492
Leisure Capital Management
California
$226K – – –
PA
493
Pinnacle Associates
New York
$222K +$222K +1,895 New
SW
494
Simplicity Wealth
New Jersey
$219K +$219K +1,865 New
BFG
495
Bleakley Financial Group
New Jersey
$219K +$219K +1,865 New
FTDI
496
First Trust Direct Indexing
Massachusetts
$218K +$218K +1,858 New
BFPW
497
BOK Financial Private Wealth
Colorado
$216K – – –
FPGK
498
Financial Partners Group (Kansas)
Kansas
$214K +$214K +1,825 New
IA
499
IFP Advisors
Florida
$212K +$85K +725 +67%
AC
500
AWM Capital
Arizona
$211K +$211K +1,803 New
18 19
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