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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 %
WI
526
WBI Investments
New Jersey
– -$232K -2,293 Closed
FMN
527
Financial Management Network
California
– -$246K -2,286 Closed
HHGA
528
Halbert Hargrove Global Advisors
California
– -$238K -2,249 Closed
BSSFA
529
Baron Silver Stevens Financial Advisors
Florida
– -$225K -2,131 Closed
SI
530
Stephens Inc
Arkansas
– -$224K -2,118 Closed
PFC
531
Phocas Financial Corp
California
– -$222K -2,103 Closed
FFA
532
Freedman Financial Associates
Massachusetts
– -$225K -2,096 Closed
SF
533
Synovus Financial
Georgia
– -$220K -2,083 Closed
CS
534
Comerica Securities
Michigan
– -$220K -2,081 Closed
BWM
535
Baystate Wealth Management
Massachusetts
– -$219K -2,074 Closed
DY
536
Dowling & Yahnke
California
– -$219K -2,073 Closed
Brown Advisory
537
Brown Advisory
Maryland
– -$217K -2,050 Closed
BWP
538
Bernardo Wealth Planning
Pennsylvania
– -$215K -2,044 Closed
SDWIA
539
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$214K -2,026 Closed
SGI
540
Summit Global Investments
Utah
– -$213K -2,017 Closed
CRWM
541
Castle Rock Wealth Management
California
– -$204K -2,013 Closed
EPA
542
Element Pointe Advisors
Florida
– -$211K -2,000 Closed
NEGWA
543
New England Guild Wealth Advisors
Connecticut
– -$211K -2,000 Closed
KLI
544
Kelman-Lazarov Inc
Tennessee
– -$210K -1,990 Closed
SF
545
Safeguard Financial
Wisconsin
– -$206K -1,953 Closed
DC
546
Davenport & Co
Virginia
– -$206K -1,952 Closed
MHS
547
M Holdings Securities
Oregon
– -$206K -1,947 Closed
MCP
548
Mirador Capital Partners
California
– -$204K -1,933 Closed
LCM
549
Leisure Capital Management
California
– -$203K -1,924 Closed
DP
550
Denver PWM
Colorado
– -$202K -1,906 Closed
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