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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

768 hedge funds and large institutions have $15.8B invested in iShares Core S&P US Growth ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 233 increasing their positions, 227 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+79
Holders Change %
+11.47%
% of All Funds
10.22%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
127
Increased
233
Reduced
227
Closed
34
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
-$35K

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$66.2M
2
LPL Financial
LPL Financial
California
+$59.3M
3
Bank of America
Bank of America
North Carolina
+$40.1M
4
Fidelity International
Fidelity International
Bermuda
+$28.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$16.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$110M
2
FWI
Facet Wealth Inc
Maryland
-$53.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$52.8M
4
Two Sigma Investments
Two Sigma Investments
New York
-$27.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
501
First Trust Advisors
Illinois
$339K +$339K +2,430 New
Brown Advisory
502
Brown Advisory
Maryland
$336K +$9.2K +66 +3%
EWM
503
Elevatus Welath Management
New York
$336K +$102K +729 +43%
MWM
504
Maridea Wealth Management
New York
$335K +$335K +2,405 New
AA
505
Alesco Advisors
New York
$334K – – –
AP
506
Adero Partners
California
$333K – – –
KPWG
507
KFA Private Wealth Group
Virginia
$331K -$102K -734 -24%
WGC
508
Watts Gwilliam & Co
Arizona
$325K – – –
BBHC
509
Brown Brothers Harriman & Co
New York
$325K – – –
SFC
510
Strategic Financial Concepts
Texas
$324K +$324K +2,327 New
FMN
511
Financial Management Network
California
$324K – – –
AUB
512
Atlantic Union Bankshares
Virginia
$323K -$210K -1,509 -39%
BHWA
513
Beacon Harbor Wealth Advisors
Virginia
$322K – – –
CF
514
Convergence Financial
Missouri
$322K -$3.48K -25 -1%
MW
515
Members Wealth
Pennsylvania
$318K +$318K +2,210 New
OFG
516
Oxford Financial Group
Indiana
$307K +$302K +2,165 +5,413%
OBGC
517
O'Brien Greene & Co
Pennsylvania
$300K – – –
GA
518
Goldstein Advisors
Wisconsin
$299K +$3.34K +24 +1%
S
519
SignatureFD
Georgia
$296K -$3.48K -25 -1%
AW
520
Alteri Wealth
California
$293K +$293K +2,100 New
EPA
521
Element Pointe Advisors
Florida
$292K – – –
APWA
522
Atlas Private Wealth Advisors
New Jersey
$292K – – –
FP
523
Financial Perspectives
Minnesota
$290K +$418 +3 +0.1%
AFG
524
Albion Financial Group
Utah
$286K -$4.18K -30 -1%
SIA
525
Summit Investment Advisors
Maryland
$285K +$285K +1,954 New
19 20
21
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