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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
NMG
526
New Millennium Group
Utah
$4.73K – – –
MIM
527
MTM Investment Management
South Carolina
$4.57K – – –
S
528
SignatureFD
Georgia
$4.32K -$64.5K -791 -94%
BWL
529
Bogart Wealth LLC
Virginia
$4.08K – – –
RG
530
Retirement Group
California
$4K +$4K +45 New
KFS
531
Kelly Financial Services
Massachusetts
$3.71K +$81 +1 +2%
OFG
532
Oxford Financial Group
Indiana
$3.26K – – –
GJIA
533
Glass Jacobson Investment Advisors
Maryland
$2.77K +$2.77K +34 New
BL
534
Balentine LLC
Georgia
$2.45K – – –
IF
535
Integrity Financial
Wyoming
$2.28K -$3.02K -37 -57%
BCM
536
Bourgeon Capital Management
Connecticut
$2.2K – – –
CSB
537
City State Bank
Iowa
$2K – – –
HIA
538
Harbor Investment Advisory
Maryland
$1.14K – – –
HFS
539
Hantz Financial Services
Michigan
$1K -$15.8K -284 -94%
VNA
540
Valley National Advisers
Pennsylvania
$1K – – –
GI
541
Gradient Investments
Minnesota
$815 – – –
DWMG
542
DB Wealth Management Group
California
$408 +$408 +5 New
DJSG
543
D.J. St. Germain
Massachusetts
$391 – – –
HCP
544
Hexagon Capital Partners
Arkansas
$326 -$29K -356 -99%
CMP
545
Coston McIsaac & Partners
Maine
$1 – – –
CCMG
546
Clark Capital Management Group
Pennsylvania
– -$49M -611,237 Closed
WWM
547
WJ Wealth Management
Arizona
– -$9.8M -122,182 Closed
FTUS
548
Flow Traders U.S.
New York
– -$3.21M -40,071 Closed
TDWM
549
Topel & Distasi Wealth Management
California
– -$2.75M -32,004 Closed
SPIA
550
Strategic Point Investment Advisors
Rhode Island
– -$1.48M -18,443 Closed
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