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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
LPL Financial
LPL Financial
California
$1.31B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$688M
4
Osaic Holdings
Osaic Holdings
Arizona
$51.4M
5
AWM
AE Wealth Management
Kansas
$25.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.39B
2
Fidelity International
Fidelity International
Bermuda
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.44M
4
UBS Group
UBS Group
Switzerland
$128M
5
FAIM
Financial Advocates Investment Management
Washington
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
551
Bogart Wealth LLC
Virginia
$4.74K – – –
VWM
552
Venturi Wealth Management
Texas
$4.27K – – –
RG
553
Retirement Group
California
$4.27K – – –
IPW
554
Impact Partnership Wealth
Georgia
$3.98K -$569 -6 -13%
AF
555
Advisornet Financial
Minnesota
$3.74K -$115K -1,200 -97%
CSB
556
City State Bank
Iowa
$3K – – –
MIM
557
MTM Investment Management
South Carolina
$2.85K – – –
VAG
558
VisionPoint Advisory Group
Texas
$2.85K – – –
BL
559
Balentine LLC
Georgia
$2.85K – – –
IF
560
Integrity Financial
Wyoming
$2.66K – – –
JWM
561
Janiczek Wealth Management
Colorado
$2.18K +$2.18K +23 New
VNA
562
Valley National Advisers
Pennsylvania
$2K – – –
GWS
563
Glassman Wealth Services
Virginia
$1.9K – – –
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$1.9K +$1.9K +20 New
CMP
565
Coston McIsaac & Partners
Maine
$1K – – –
SFG
566
Steward Financial Group
Texas
$1K +$1K +15 New
DAM
567
Delta Asset Management
Tennessee
$484 – – –
DWMG
568
DB Wealth Management Group
California
$379 -$95 -1 -20%
HCP
569
Hexagon Capital Partners
Arkansas
$379 – – –
Fidelity International
570
Fidelity International
Bermuda
– -$60.8M -622,929 Closed
TAIM
571
TD Ameritrade Investment Management
Nebraska
– -$18.1M -185,275 Closed
FTUS
572
Flow Traders U.S.
New York
– -$3.73M -38,212 Closed
AT
573
American Trust
Kentucky
– -$2.91M -29,784 Closed
CSIA
574
Charles Schwab Investment Advisory
California
– -$2.87M -29,354 Closed
Marshall Wace
575
Marshall Wace
United Kingdom
– -$2.32M -23,809 Closed
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