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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 %
GI
576
GAMMA Investing
California
$33.9K – – –
LI
577
LRI Investments
Florida
$33.9K +$33.9K +289 New
ADL
578
Asset Dedication LLC
California
$33K -$16.2K -136 -33%
First Manhattan
579
First Manhattan
New York
$30.9K – – –
AIC
580
Archer Investment Corporation
Indiana
$29.1K – – –
BIM
581
Breakwater Investment Management
Washington
$28.7K +$28.7K +245 New
JHCP
582
Jackson Hole Capital Partners
Oklahoma
$28.6K – – –
QCG
583
Quadrant Capital Group
Ohio
$26.7K – – –
CFD
584
Creative Financial Designs
Indiana
$25.2K -$23.2K -198 -48%
FDCP
585
Foster Dykema Cabot & Partners
Massachusetts
$24.7K – – –
TAM
586
Tucker Asset Management
Colorado
$21.6K +$11.4K +97 +111%
FSWA
587
Financial Synergies Wealth Advisors
Texas
$21.3K -$4.34K -37 -17%
MFC
588
Mechanics Financial Corp
Ohio
$21K – – –
IWP
589
IAG Wealth Partners
Wisconsin
$19.8K – – –
OA
590
Operose Advisors
Wisconsin
$18.8K +$11.7K +100 +167%
HWA
591
HHM Wealth Advisors
Tennessee
$18.2K – – –
GWSA
592
Global Wealth Strategies & Associates
Colorado
$17.6K +$17.6K +150 New
WTA
593
Washington Trust Advisors
Massachusetts
$17.5K +$4.7K +40 +37%
CSWM
594
Cassady Schiller Wealth Management
Ohio
$17K – – –
TCM
595
TD Capital Management
Tennessee
$16.7K +$117 +1 +0.7%
AWM
596
Angeles Wealth Management
California
$16.5K -$352K -3,005 -96%
NL
597
NVWM LLC
Pennsylvania
$15.9K +$15.9K +136 New
KFS
598
Kelly Financial Services
Massachusetts
$15.8K -$4.57K -39 -22%
FM
599
Family Management
New York
$15.4K +$15.4K +131 New
WAM
600
WFA Asset Management
Wisconsin
$14.1K +$14.1K +120 New
22 23
24
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