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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
526
Centaurus Financial
California
$127K – – –
SWM
527
Sanctuary Wealth Management
Idaho
$127K – – –
KFI
528
Key Financial Inc
Pennsylvania
$124K – – –
AAP
529
Arax Advisory Partners
Colorado
$119K +$234 +2 +0.2%
SIS
530
Sound Income Strategies
Florida
$115K -$10.7K -91 -8%
SIC
531
Salem Investment Counselors
North Carolina
$115K +$73.5K +627 +177%
AA
532
Addison Advisors
Vermont
$109K – – –
PPC
533
Park Place Capital
Alabama
$109K +$117 +1 +0.1%
S
534
Sachetta
Massachusetts
$108K – – –
MSS
535
Mitchell Sinkler & Starr
Pennsylvania
$108K +$108K +920 New
CHA
536
Carmichael Hill & Associates
Maryland
$106K – – –
PA
537
PSI Advisors
Florida
$103K +$586 +5 +0.6%
CA
538
CoreCap Advisors
Michigan
$100K +$100K +855 New
ACA
539
Aptus Capital Advisors
Alabama
$100K +$100K +853 New
JGIA
540
Jackson Grant Investment Advisers
Connecticut
$98.8K – – –
PAM
541
Palisade Asset Management
Minnesota
$98.5K +$98.5K +840 New
SC
542
SouthState Corp
Florida
$95.9K +$71.6K +611 +295%
Qube Research & Technologies (QRT)
543
Qube Research & Technologies (QRT)
United Kingdom
$95.6K -$177K -1,509 -65%
WIC
544
Woodmont Investment Counsel
Tennessee
$87.4K +$87.4K +746 New
NFSG
545
Newbridge Financial Services Group
Florida
$74.6K +$58.6K +500 +368%
AT
546
Arlington Trust
Alabama
$73K -$37.5K -320 -34%
National Bank of Canada
547
National Bank of Canada
Quebec, Canada
$72.9K -$195K -1,663 -73%
CWP
548
Concord Wealth Partners
Virginia
$70.3K – – –
T
549
Tidemark
California
$69.1K +$31.5K +269 +84%
EW
550
Element Wealth
Mississippi
$64.4K +$14.9K +127 +30%
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