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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
526
Householder Group Estate & Retirement Specialist
Arizona
$228K +$1.58K +12 +0.7%
VP
527
Verum Partners
North Carolina
$227K – – –
NEPWA
528
New England Private Wealth Advisors
Massachusetts
$226K – – –
CWM
529
Collaborative Wealth Management
Florida
$225K -$1.58K -12 -0.7%
BO
530
Bank OZK
Arkansas
$225K – – –
CRWM
531
Castle Rock Wealth Management
California
$223K +$526 +4 +0.2%
SP
532
Stonebrook Private
Michigan
$223K – – –
CC
533
Cypress Capital
Tennessee
$222K -$222K -1,681 -50%
EWM
534
Elevatus Welath Management
New York
$222K +$10K +76 +5%
CAG
535
Csenge Advisory Group
Florida
$219K +$8.54K +64 +4%
NCFG
536
New Century Financial Group
New Jersey
$218K +$218K +1,654 New
CPW
537
Catalyst Private Wealth
California
$218K +$218K +1,653 New
RRA
538
Round Rock Advisors
Connecticut
$216K +$396 +3 +0.2%
AFG
539
ABLE Financial Group
Arizona
$214K +$214K +1,625 New
MIA
540
MainStreet Investment Advisors
Illinois
$211K – – –
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$211K – – –
WA
542
Waverly Advisors
Alabama
$210K +$210K +1,593 New
AWM
543
Apollon Wealth Management
South Carolina
$210K – – –
PWP
544
Private Wealth Partners
California
$209K – – –
KLI
545
Kelman-Lazarov Inc
Tennessee
$209K – – –
STA
546
Summit Trail Advisors
New York
$209K – – –
UAG
547
United Advisor Group
Ohio
$206K -$19.7K -149 -9%
Financial Engines Advisors
548
Financial Engines Advisors
California
$204K +$204K +1,548 New
BRWA
549
B. Riley Wealth Advisors
Florida
$203K +$203K +1,547 New
CA
550
Centerpoint Advisors
Massachusetts
$202K – – –
20 21
22
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