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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
476
Financial Management Network
California
$301K – – –
FMWA
477
Forvis Mazars Wealth Advisors
Missouri
$292K +$60.2K +456 +26%
CP
478
Coho Partners
Pennsylvania
$292K -$1.62M -12,259 -85%
OBGC
479
O'Brien Greene & Co
Pennsylvania
$284K – – –
S
480
SignatureFD
Georgia
$283K -$17.4K -132 -6%
GA
481
Goldstein Advisors
Wisconsin
$280K -$38.7K -293 -12%
HWP
482
Hibernia Wealth Partners
Louisiana
$279K +$279K +2,118 New
FIA
483
Foundations Investment Advisors
Arizona
$278K +$278K +2,107 New
EPA
484
Element Pointe Advisors
Florida
$277K – – –
APWA
485
Atlas Private Wealth Advisors
New Jersey
$276K – – –
AFG
486
Albion Financial Group
Utah
$275K -$1.72K -13 -0.6%
FP
487
Financial Perspectives
Minnesota
$274K +$396 +3 +0.1%
BWP
488
Bernardo Wealth Planning
Pennsylvania
$273K – – –
SF
489
Synovus Financial
Georgia
$270K -$18.2K -138 -6%
ITIM
490
Indiana Trust & Investment Management
Indiana
$268K – – –
CW
491
CreativeOne Wealth
Kansas
$268K +$268K +2,028 New
PPP
492
Private Portfolio Partners
New Jersey
$267K +$267K +2,021 New
SGI
493
Summit Global Investments
Utah
$266K – – –
JIC
494
Joel Isaacson & Co
New York
$264K +$264 +2 +0.1%
CWM
495
Connecticut Wealth Management
Connecticut
$264K – – –
IIM
496
InTrack Investment Management
Vermont
$263K -$39.6K -300 -13%
SAG
497
SageView Advisory Group
California
$263K -$22.8K -173 -8%
CWM
498
Centurion Wealth Management
Virginia
$262K +$262K +1,983 New
AWA
499
Arkadios Wealth Advisors
Georgia
$262K +$6.73K +51 +3%
SW
500
SteelPeak Wealth
California
$260K -$21.4K -162 -8%
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