IUSG icon

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 %
KW
501
KWB Wealth
California
$259K -$17K -133 -6%
SDWIA
502
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$259K – – –
CRI
503
Colonial River Investments
Virginia
$258K +$33.2K +252 +15%
AWM
504
Axxcess Wealth Management
California
$258K +$33.2K +252 +15%
D.E. Shaw & Co
505
D.E. Shaw & Co
New York
$257K +$257K +1,949 New
LCM
506
Leisure Capital Management
California
$254K – – –
PCG
507
Prosperity Consulting Group
Maryland
$250K +$25.1K +190 +11%
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$250K +$51.4K +390 +26%
Vanguard Group
509
Vanguard Group
Pennsylvania
$248K +$248K +1,884 New
CA
510
Continuum Advisory
Idaho
$246K +$22.1K +160 +10%
BFPW
511
BOK Financial Private Wealth
Colorado
$243K – – –
QCM
512
QRG Capital Management
Illinois
$243K +$243K +1,844 New
OAM
513
Oak Asset Management
California
$242K +$8.97K +68 +4%
AAM
514
Augustine Asset Management
Florida
$240K – – –
EI
515
Ethic Inc
New York
$240K +$240K +2,050 New
KeyBank National Association
516
KeyBank National Association
Ohio
$239K -$7.65K -58 -3%
DAS
517
Dynamic Advisor Solutions
Arizona
$239K +$239K +1,809 New
AC
518
AWM Capital
Arizona
$238K – – –
Luther King Capital Management (LKCM)
519
Luther King Capital Management (LKCM)
Texas
$237K -$229K – –
MHIC
520
Marble Harbor Investment Counsel
Massachusetts
$237K – – –
HFO
521
Heritage Family Offices
Arizona
$235K – – –
DWM
522
Diversify Wealth Management
Utah
$233K +$233K +1,757 New
EFG
523
Ehrlich Financial Group
California
$230K -$1.19K -9 -0.5%
AFP
524
Alpha Financial Partners
Kentucky
$230K +$230K +1,743 New
SIC
525
Salem Investment Counselors
North Carolina
$229K -$39.6K -300 -15%
19 20
21
22 23