IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIC
501
Marble Harbor Investment Counsel
Massachusetts
$211K +$211K +1,800 New
HWMA
502
Heritage Wealth Management (Arizona)
Arizona
$209K +$209K +1,785 New
CAL
503
Capital Analysts LLC
Pennsylvania
$208K -$367K -3,134 -64%
FMWA
504
Forvis Mazars Wealth Advisors
Missouri
$206K -$21.4K -183 -9%
CRI
505
Colonial River Investments
Virginia
$205K +$205K +1,753 New
Fifth Third Bancorp
506
Fifth Third Bancorp
Ohio
$205K -$96.5K -823 -32%
BBA
507
BLB&B Advisors
Pennsylvania
$205K +$205K +1,751 New
VP
508
Verum Partners
North Carolina
$202K -$155K -1,320 -43%
CWM
509
Collaborative Wealth Management
Florida
$201K +$201K +1,719 New
PCG
510
Prosperity Consulting Group
Maryland
$200K +$200K +1,709 New
HGERS
511
Householder Group Estate & Retirement Specialist
Arizona
$193K -$703 -6 -0.4%
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$188K – – –
CA
513
Centerpoint Advisors
Massachusetts
$180K +$1.06K +9 +0.6%
DIP
514
DT Investment Partners
Pennsylvania
$179K – – –
BC
515
Barrett & Company
Rhode Island
$176K – – –
SMA
516
Sage Mountain Advisors
Georgia
$173K – – –
TIM
517
Tortoise Investment Management
New York
$169K +$89.9K +767 +114%
Allspring Global Investments
518
Allspring Global Investments
North Carolina
$168K -$2.62M -22,350 -94%
BA
519
Ballast Advisors
Minnesota
$163K – – –
FHA
520
First Horizon Advisors
Tennessee
$161K +$19.3K +165 +14%
IFAM
521
Institutional & Family Asset Management
Colorado
$150K – – –
AIM
522
Acropolis Investment Management
Missouri
$148K – – –
FAM
523
Formidable Asset Management
Ohio
$142K +$142K +1,208 New
EWA
524
EverSource Wealth Advisors
Alabama
$139K – – –
FCA
525
FinTrust Capital Advisors
South Carolina
$128K – – –
19 20
21
22 23