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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.84B
2
Morgan Stanley
Morgan Stanley
New York
$605M
3
CCMG
Clark Capital Management Group
Pennsylvania
$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$125M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$462M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.41M
2
IWS
Insight Wealth Strategies
California
$623K
3
CG
Colony Group
Massachusetts
$0
4
MAM
Madison Asset Management
Wisconsin
$2.72M
5
GM
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
501
WJ Wealth Management
Arizona
– -$11.1M -105,460 Closed
RP
502
Riverbridge Partners
Minnesota
– -$3.8M -35,961 Closed
AWM
503
Aries Wealth Management
Maine
– -$2.15M -20,349 Closed
BCV
504
Banque Cantonale Vaudoise
Switzerland
– -$1.42M -14,000 Closed
SOS
505
Silver Oak Securities
Tennessee
– -$1.18M -11,483 Closed
KWM
506
Kingsview Wealth Management
Oregon
– -$1.16M -11,015 Closed
FTUS
507
Flow Traders U.S.
New York
– -$597K -5,650 Closed
MPM
508
Meritage Portfolio Management
Kansas
– -$525K -4,970 Closed
EFL
509
ERn Financial LLC
Wisconsin
– -$474K -4,491 Closed
LTL
510
Lowery Thomas LLC
California
– -$351K -3,319 Closed
PPW
511
Pinnacle Private Wealth
Massachusetts
– -$315K -2,981 Closed
NAS
512
Nicolet Advisory Services
Wisconsin
– -$295K -2,875 Closed
FANJ
513
Financial Architects (New Jersey)
New Jersey
– -$299K -2,831 Closed
SWM
514
SFG Wealth Management
Maryland
– -$296K -2,805 Closed
WS
515
Wedbush Securities
California
– -$290K -2,749 Closed
WPP
516
Whalerock Point Partners
Rhode Island
– -$289K -2,734 Closed
MWM
517
Mission Wealth Management
California
– -$286K -2,703 Closed
TI
518
Trexquant Investment
Connecticut
– -$277K -2,626 Closed
CA
519
Calton & Associates
Florida
– -$276K -2,615 Closed
FA
520
Flagstar Advisors
New York
– -$274K -2,598 Closed
BCA
521
Bay Colony Advisors
Massachusetts
– -$274K -2,597 Closed
SMH
522
Sanders Morris Harris
Texas
– -$265K -2,511 Closed
PPP
523
Private Portfolio Partners
New Jersey
– -$262K -2,476 Closed
LA
524
Latitude Advisors
Florida
– -$248K -2,348 Closed
APWA
525
Atlas Private Wealth Advisors
New Jersey
– -$247K -2,333 Closed
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