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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
551
BOK Financial
Oklahoma
$62.8K – – –
FFA
552
Founders Financial Alliance
North Carolina
$61.7K – – –
NS
553
NBC Securities
Alabama
$61K – – –
MBFW
554
Morton Brown Family Wealth
Pennsylvania
$55.2K – – –
TFGT
555
TS Financial Group (TSFG)
Illinois
$54K – – –
MSFP
556
Mark Sheptoff Financial Planning
Connecticut
$53.6K +$14.7K +125 +38%
CPG
557
Cornerstone Planning Group
New Jersey
$53.5K – – –
GEA
558
Glen Eagle Advisors
New Jersey
$53.3K – – –
RIA
559
Realta Investment Advisors
Delaware
$52.5K +$52.5K +448 New
PCFFS
560
Pacific Center for Financial Services
California
$51.8K +$51.8K +442 New
GWSG
561
GPS Wealth Strategies Group
Colorado
$51.2K -$2.81K -24 -5%
SRCM
562
Signature Resources Capital Management
California
$50.3K – – –
EWM
563
EPG Wealth Management
Georgia
$47.9K – – –
AWM
564
Abound Wealth Management
Tennessee
$47.4K -$12.8K -109 -21%
MPCG
565
Matrix Private Capital Group
New York
$46.9K – – –
WAS
566
Winch Advisory Services
Wisconsin
$45K – – –
PCA
567
Providence Capital Advisors
North Carolina
$44.4K +$9.26K +79 +26%
FRA
568
Front Row Advisors
California
$44.1K +$27.8K +237 +171%
FWP
569
FAS Wealth Partners
Kansas
$44.1K +$12.9K +110 +41%
RCM
570
Raleigh Capital Management
North Carolina
$36.7K +$36.7K +313 New
NRG
571
Nemes Rush Group
Michigan
$36.3K +$36.3K +310 New
GPFA
572
Game Plan Financial Advisors
Ohio
$36.3K – – –
GGI
573
Godsey & Gibb Inc
Virginia
$36.2K -$42.1K -359 -54%
NP
574
NorthRock Partners
Minnesota
$34.9K -$7.03K -60 -17%
CP
575
Castleview Partners
Texas
$34K – – –
21 22
23
24 25