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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.25B
2
Morgan Stanley
2
Morgan Stanley
New York
$712M
3
VFPW
3
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M
4
MWM
4
Modera Wealth Management
New Jersey
$22.5M
5
PBF
5
Petix & Botte Financial
California
$24.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$110M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$28.7M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$9.4M
4
RJA
4
Raymond James & Associates
Florida
$75.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
501
Tyler-Stone Wealth Management
Ohio
$7K +$7K +62 New
MIM
502
MTM Investment Management
South Carolina
$6K – – –
TFS
503
TrustCore Financial Services
Tennessee
$6K – – –
OA
504
Operose Advisors
Wisconsin
$6K +$6K +60 New
CI
505
Carroll Investors
South Carolina
$6K +$6K +65 New
BWL
506
Bogart Wealth LLC
Virginia
$5K -$3.2K -32 -39%
RG
507
Retirement Group
California
$5K – – –
TCM
508
Tradewinds Capital Management
Washington
$5K +$5K +44 New
KFS
509
Kelly Financial Services
Massachusetts
$4.77K – – –
AF
510
Arrow Financial
New York
$4K -$4K -36 -50%
OFG
511
Oxford Financial Group
Indiana
$4K – – –
GT
512
Glenmede Trust
Pennsylvania
$4K +$4K +39 New
BNP Paribas Financial Markets
513
BNP Paribas Financial Markets
France
$3.49K +$3.49K +33 New
BCM
514
Bourgeon Capital Management
Connecticut
$3K – – –
BL
515
Balentine LLC
Georgia
$3K – – –
CSB
516
City State Bank
Iowa
$3K – – –
MA
517
MUFG Americas
New York
$3K +$3K +30 New
VNA
518
Valley National Advisers
Pennsylvania
$2K – – –
WT
519
Washington Trust
Rhode Island
$2K – – –
SWM
520
Selective Wealth Management
Virginia
$2K – – –
Simplex Trading
521
Simplex Trading
Illinois
$2K +$2K +23 New
MA
522
Montag & Associates
Georgia
$1K – – –
HIA
523
Harbor Investment Advisory
Maryland
$1K – – –
SFG
524
Steward Financial Group
Texas
$1K +$1K +15 New
CP
525
Castleview Partners
Texas
– -$6.66K -770,448 Closed
19 20
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