IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$804M
2
LPL Financial
LPL Financial
California
$1.2B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$609M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$166M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$491K
2
Wells Fargo
Wells Fargo
California
$88M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$579K
4
RJA
Raymond James & Associates
Florida
$58.6M
5
CI
CX Institutional
Indiana
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
501
Financial Synergies Wealth Advisors
Texas
$19.4K – – –
FDCC
502
Foster Dykema Cabot & Co
Massachusetts
$19K +$19K +211 New
SN
503
Sittner & Nelson
Oregon
$18.9K – – –
MCA
504
Maryland Capital Advisors
Maryland
$18.8K – – –
BAM
505
Belpointe Asset Management
Nevada
$18.6K -$7.19K -81 -28%
TFP
506
Tilia Fiduciary Partners
North Carolina
$18.5K – – –
FFA
507
Founders Financial Alliance
North Carolina
$18.2K -$27.8K -318 -60%
RA
508
Rise Advisors
New York
$15.4K -$20.5K -231 -57%
WTA
509
Washington Trust Advisors
Massachusetts
$15.3K -$15.3K -172 -50%
HWA
510
HHM Wealth Advisors
Tennessee
$13.8K – – –
TCM
511
TD Capital Management
Tennessee
$12.5K – – –
FDCDDQ
512
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K – – –
FWA
513
FSC Wealth Advisors
New York
$10.9K – – –
CCA
514
Column Capital Advisors
Indiana
$10.8K -$10.8K -121 -50%
CSC
515
Caldwell Sutter Capital
California
$10.5K +$10.5K +118 New
AWM
516
Abound Wealth Management
Tennessee
$10.3K +$10.3K +116 New
CAL
517
Capital Advisors Ltd
Ohio
$10K – – –
BHWM
518
Beaird Harris Wealth Management
Texas
$9.01K – – –
AIM
519
Arcadia Investment Management
Michigan
$8.88K +$8.88K +100 New
RI
520
Ridgewood Investments
New Jersey
$7.99K +$7.99K +90 New
PMFA
521
Plante Moran Financial Advisors
Michigan
$7.9K -$147K -1,658 -95%
TAM
522
Tucker Asset Management
Colorado
$7.72K – – –
AIP
523
Ahrens Investment Partners
Louisiana
$7.37K +$7.37K +83 New
WTC
524
WhitTier Trust Company
Nevada
$7.1K – – –
VF
525
VitalStone Financial
Texas
$7K -$298K -2,552 -98%
19 20
21
22 23