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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

678 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+40
Holders Change %
+6.27%
% of All Funds
9.86%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
88
Increased
226
Reduced
203
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$213M
2
Morgan Stanley
Morgan Stanley
New York
+$171M
3
LPL Financial
LPL Financial
California
+$91.8M
4
CFG
Citizens Financial Group
Rhode Island
+$81.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$26.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$113M
2
CP
Coho Partners
Pennsylvania
-$21.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.3M
4
HighTower Advisors
HighTower Advisors
Illinois
-$9.94M
5
BlackRock
BlackRock
New York
-$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BONH
476
Bank of New Hampshire
New Hampshire
$274K – – –
OBGC
477
O'Brien Greene & Co
Pennsylvania
$274K +$274K +2,150 New
SW
478
SteelPeak Wealth
California
$272K -$2.04K -16 -0.7%
EPA
479
Element Pointe Advisors
Florida
$268K – – –
AFG
480
Albion Financial Group
Utah
$267K -$3.19K -25 -1%
APWA
481
Atlas Private Wealth Advisors
New Jersey
$267K +$267K +2,093 New
FP
482
Financial Perspectives
Minnesota
$265K -$6.88K -54 -3%
BWP
483
Bernardo Wealth Planning
Pennsylvania
$261K – – –
EFG
484
Embree Financial Group
Illinois
$259K -$259K -2,031 -50%
SIC
485
Salem Investment Counselors
North Carolina
$259K +$134K +1,053 +107%
ITIM
486
Indiana Trust & Investment Management
Indiana
$259K +$259K +2,033 New
SGI
487
Summit Global Investments
Utah
$257K – – –
JIC
488
Joel Isaacson & Co
New York
$255K +$255K +2,000 New
CWM
489
Connecticut Wealth Management
Connecticut
$255K -$5.86K -46 -2%
KW
490
KWB Wealth
California
$254K -$121K -1,032 -32%
AWM
491
Accurate Wealth Management
Florida
$250K +$250K +1,892 New
SDWIA
492
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$250K +$1.15K +9 +0.5%
SOS
493
Silver Oak Securities
Tennessee
$248K -$790K -6,199 -76%
AWA
494
Arkadios Wealth Advisors
Georgia
$246K +$246K +1,932 New
LCM
495
Leisure Capital Management
California
$245K – – –
PA
496
Pinnacle Associates
New York
$242K – – –
KeyBank National Association
497
KeyBank National Association
Ohio
$239K -$13.6K -107 -5%
BFPW
498
BOK Financial Private Wealth
Colorado
$235K – – –
FPGK
499
Financial Partners Group (Kansas)
Kansas
$234K +$1.28K +10 +0.5%
AAM
500
Augustine Asset Management
Florida
$232K +$232K +1,823 New
18 19
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