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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$804M
2
LPL Financial
LPL Financial
California
$1.2B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$609M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$166M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$491K
2
Wells Fargo
Wells Fargo
California
$88M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$579K
4
RJA
Raymond James & Associates
Florida
$58.6M
5
CI
CX Institutional
Indiana
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
526
Wolff Wiese Magana
California
$6.66K – – –
TFM
527
TFC Financial Management
Massachusetts
$6.34K – – –
HIA
528
Harbor Investment Advisory
Maryland
$6.21K +$4.97K +56 +400%
OFG
529
Oxford Financial Group
Indiana
$5.59K +$2.04K +23 +58%
OA
530
Operose Advisors
Wisconsin
$5.33K – – –
NMG
531
New Millennium Group
Utah
$5.15K – – –
SFSG
532
Sound Financial Strategies Group
Mississippi
$5.15K +$5.15K +58 New
FPFS
533
First Personal Financial Services
North Carolina
$5.06K +$5.06K +57 New
S
534
SignatureFD
Georgia
$4.71K – – –
BWL
535
Bogart Wealth LLC
Virginia
$4.44K – – –
KFS
536
Kelly Financial Services
Massachusetts
$4.05K – – –
RG
537
Retirement Group
California
$4K – – –
VWM
538
Venturi Wealth Management
Texas
$4K +$4K +45 New
MAWA
539
Moss Adams Wealth Advisors
Washington
$3.46K +$3.46K +39 New
ACA
540
Aptus Capital Advisors
Alabama
$3.09K +$3.09K +35 New
CSB
541
City State Bank
Iowa
$3K – – –
LFG
542
Larson Financial Group
Missouri
$2.84K +$2.84K +32 New
MIM
543
MTM Investment Management
South Carolina
$2.66K -$2.31K -26 -46%
BL
544
Balentine LLC
Georgia
$2.66K – – –
IF
545
Integrity Financial
Wyoming
$2.49K – – –
HT
546
Headlands Technologies
Illinois
$2.31K +$2.31K +26 New
GWS
547
Glassman Wealth Services
Virginia
$1.78K +$1.78K +20 New
VNA
548
Valley National Advisers
Pennsylvania
$1K – – –
CMP
549
Coston McIsaac & Partners
Maine
$1K – – –
GI
550
Gradient Investments
Minnesota
$888 – – –
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