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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$949M
2
Fidelity International
2
Fidelity International
Bermuda
$60.8M
3
Bank of America
3
Bank of America
North Carolina
$3.64B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$692M
5
FWI
5
Facet Wealth Inc
Maryland
$77.3M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$169M
2
Amundi
2
Amundi
France
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$14.8M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
551
Kelly Financial Services
Massachusetts
$4.47K – – –
VWM
552
Venturi Wealth Management
Texas
$4.39K – – –
RG
553
Retirement Group
California
$4.39K – – –
CFFP
554
Center for Financial Planning
Michigan
$3.91K +$3.91K +40 New
LFG
555
Larson Financial Group
Missouri
$3.12K – – –
CSB
556
City State Bank
Iowa
$3K – – –
BL
557
Balentine LLC
Georgia
$2.93K – – –
MIM
558
MTM Investment Management
South Carolina
$2.93K – – –
VAG
559
VisionPoint Advisory Group
Texas
$2.93K +$2.93K +30 New
IF
560
Integrity Financial
Wyoming
$2.73K – – –
VNA
561
Valley National Advisers
Pennsylvania
$2K – – –
GWS
562
Glassman Wealth Services
Virginia
$1.95K – – –
CMP
563
Coston McIsaac & Partners
Maine
$1K – – –
DAM
564
Delta Asset Management
Tennessee
$499 – – –
DWMG
565
DB Wealth Management Group
California
$488 – – –
HCP
566
Hexagon Capital Partners
Arkansas
$391 – – –
Amundi
567
Amundi
France
– -$10.6M -120,000 Closed
FPAS
568
Focus Partners Advisor Solutions
Missouri
– -$7.17M -80,715 Closed
MCA
569
Magnolia Capital Advisors
Mississippi
– -$1.06M -11,953 Closed
IA
570
IFG Advisory
Georgia
– -$827K -9,318 Closed
MHS
571
M Holdings Securities
Oregon
– -$732K -8,244 Closed
KeyBank National Association
572
KeyBank National Association
Ohio
– -$558K -6,289 Closed
SS
573
Simplicity Solutions
Minnesota
– -$486K -5,473 Closed
PWM
574
PRW Wealth Management
Massachusetts
– -$482K -5,354 Closed
SFMG
575
Sage Financial Management Group
Virginia
– -$459K -5,173 Closed
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