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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 %
DAM
551
Delta Asset Management
Tennessee
$452 +$452 +5 New
DWMG
552
DB Wealth Management Group
California
$444 – – –
HCP
553
Hexagon Capital Partners
Arkansas
$355 – – –
Polen Capital Management
554
Polen Capital Management
Florida
– -$11.1M -135,869 Closed
OAM
555
Oppenheimer Asset Management
New York
– -$5.05M -61,921 Closed
AssetMark Inc
556
AssetMark Inc
California
– -$2.9M -35,595 Closed
PSCM
557
Per Stirling Capital Management
Texas
– -$2.37M -29,113 Closed
HF
558
HRT Financial
New York
– -$2.06M -25,287 Closed
ZC
559
Zeit Capital
Colorado
– -$2.05M -25,157 Closed
ORI
560
Oak Ridge Investments
Illinois
– -$1.82M -22,296 Closed
WI
561
WrapManager Inc
California
– -$1.52M -18,587 Closed
BCV
562
Banque Cantonale Vaudoise
Switzerland
– -$1.5M -17,000 Closed
Westfield Capital Management
563
Westfield Capital Management
Massachusetts
– -$1.28M -15,760 Closed
LGWM
564
Litman Gregory Wealth Management
California
– -$1.28M -15,749 Closed
WIM
565
WealthPlan Investment Management
Nebraska
– -$1.3M -14,812 Closed
MW
566
Marcum Wealth
Ohio
– -$952K -11,673 Closed
SAG
567
SageView Advisory Group
California
– -$766K -9,395 Closed
FFG
568
Ford Financial Group
California
– -$633K -7,768 Closed
SFA
569
Seneca Financial Advisors
New York
– -$486K -5,962 Closed
MFG
570
Merit Financial Group
Georgia
– -$439K -5,385 Closed
VAS
571
Vestmark Advisory Solutions
Massachusetts
– -$438K -5,370 Closed
MCC
572
Money Concepts Capital
Florida
– -$405K -4,965 Closed
AFM
573
Andesa Financial Management
Pennsylvania
– -$279K -3,420 Closed
PAS
574
Park Avenue Securities
New York
– -$278K -3,405 Closed
PFC
575
Phocas Financial Corp
California
– -$253K -3,108 Closed
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