IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$222M
3
Bank of America
3
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$45.4M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
AWM
3
AE Wealth Management
Kansas
$16.1M
4
AAMA
4
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
551
Quadrant Capital Group
Ohio
$23.7K – – –
PB
552
Pinnacle Bancorp
Nebraska
$22.1K – – –
FDCP
553
Foster Dykema Cabot & Partners
Massachusetts
$22K +$22K +211 New
SC
554
SouthState Corp
Florida
$21.5K -$4.69K -45 -18%
PWMG
555
Provence Wealth Management Group
California
$20.8K – – –
MFC
556
Mechanics Financial Corp
Ohio
$18.6K – – –
KFS
557
Kelly Financial Services
Massachusetts
$18.1K +$18.1K +174 New
FSWA
558
Financial Synergies Wealth Advisors
Texas
$17.9K +$1.14K +14 +7%
IWP
559
IAG Wealth Partners
Wisconsin
$17.6K -$79.9K -768 -82%
HWA
560
HHM Wealth Advisors
Tennessee
$16.1K – – –
OAJ
561
Ogorek Anthony Joseph
New York
$16K +$16K +160 New
CSWM
562
Cassady Schiller Wealth Management
Ohio
$15.1K – – –
TCM
563
TD Capital Management
Tennessee
$14.8K – – –
FRA
564
Front Row Advisors
California
$14.5K -$24.7K -237 -63%
NFSG
565
Newbridge Financial Services Group
Florida
$14.2K – – –
FWA
566
FSC Wealth Advisors
New York
$12.8K – – –
CSC
567
Caldwell Sutter Capital
California
$12.3K – – –
CAL
568
Capital Advisors Ltd
Ohio
$12K – – –
AEPWM
569
Atlantic Edge Private Wealth Management
Florida
$11.8K +$11.8K +113 New
CIA
570
Cape Investment Advisory
Georgia
$11.5K +$11.5K +110 New
WTA
571
Washington Trust Advisors
Massachusetts
$11.3K -$25.2K -243 -69%
DFA
572
DHJJ Financial Advisors
Illinois
$11.1K – – –
LFG
573
Larson Financial Group
Missouri
$11K +$1.46K +14 +15%
AIM
574
Arcadia Investment Management
Michigan
$10.4K – – –
PMFA
575
Plante Moran Financial Advisors
Michigan
$9.27K -$2.81K -27 -23%
21 22
23
24 25