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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 %
TAM
576
Tucker Asset Management
Colorado
$9.06K – – –
WTC
577
WhitTier Trust Company
Nevada
$8.33K – – –
TFM
578
TFC Financial Management
Massachusetts
$7.43K – – –
GI
579
Gradient Investments
Minnesota
$7.39K – – –
HIA
580
Harbor Investment Advisory
Maryland
$7.08K – – –
CAS
581
Coppell Advisory Solutions
Texas
$6.77K +$6.77K +65 New
OFG
582
Oxford Financial Group
Indiana
$6.56K – – –
HGA
583
Hobbs Group Advisors
South Carolina
$6.28K +$6.28K +60 New
OA
584
Operose Advisors
Wisconsin
$6.25K – – –
FPFS
585
First Personal Financial Services
North Carolina
$5.93K – – –
SAM
586
Smartleaf Asset Management
Massachusetts
$5.43K +$5.43K +52 New
BWL
587
Bogart Wealth LLC
Virginia
$5.21K – – –
VWM
588
Venturi Wealth Management
Texas
$4.69K – – –
RG
589
Retirement Group
California
$4.69K – – –
AF
590
Advisornet Financial
Minnesota
$4.13K +$103 +1 +3%
WIA
591
Wetzel Investment Advisors
Indiana
$4K +$4K +38 New
ODG
592
O'Dell Group
Ohio
$3.15K +$3.15K +30 New
BL
593
Balentine LLC
Georgia
$3.12K – – –
MIM
594
MTM Investment Management
South Carolina
$3.12K – – –
CSB
595
City State Bank
Iowa
$3K – – –
IF
596
Integrity Financial
Wyoming
$2.92K – – –
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$2.08K – – –
GWS
598
Glassman Wealth Services
Virginia
$2.08K – – –
FCAS
599
First Command Advisory Services
Texas
$1.98K +$1.98K +19 New
VNA
600
Valley National Advisers
Pennsylvania
$1K – – –
22 23
24
25 26