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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
551
Modern Wealth Management
Kansas
$202K +$202K +1,530 New
DIP
552
DT Investment Partners
Pennsylvania
$202K – – –
VCA
553
Verdence Capital Advisors
Maryland
$201K -$7.26K -55 -3%
FPGK
554
Financial Partners Group (Kansas)
Kansas
$201K -$40.6K -308 -17%
Kovitz Investment Group Partners
555
Kovitz Investment Group Partners
Illinois
$200K +$200K +2,178 New
BC
556
Barrett & Company
Rhode Island
$198K +$132 +1 +0.1%
SMA
557
Sage Mountain Advisors
Georgia
$195K – – –
TIM
558
Tortoise Investment Management
New York
$190K – – –
IA
559
IFP Advisors
Florida
$186K +$1.45K +11 +0.8%
BA
560
Ballast Advisors
Minnesota
$184K – – –
CAL
561
Capital Analysts LLC
Pennsylvania
$171K – – –
AIM
562
Acropolis Investment Management
Missouri
$166K – – –
EWA
563
EverSource Wealth Advisors
Alabama
$163K – – –
CF
564
Centaurus Financial
California
$161K – – –
S
565
Sachetta
Massachusetts
$153K +$15.7K +119 +11%
FHA
566
First Horizon Advisors
Tennessee
$151K -$23.3K -177 -13%
LOIP
567
Live Oak Investment Partners
Texas
$145K -$150K – –
SWM
568
Sanctuary Wealth Management
Idaho
$142K – – –
KFI
569
Key Financial Inc
Pennsylvania
$139K – – –
AAP
570
Arax Advisory Partners
Colorado
$135K +$264 +2 +0.2%
FNWA
571
Financial Network Wealth Advisors
Utah
$134K +$134K +1,014 New
FCA
572
FinTrust Capital Advisors
South Carolina
$132K – – –
Qube Research & Technologies (QRT)
573
Qube Research & Technologies (QRT)
United Kingdom
$123K -$173K -1,308 -58%
PPC
574
Park Place Capital
Alabama
$123K +$264 +2 +0.2%
AA
575
Addison Advisors
Vermont
$123K – – –
21 22
23
24 25