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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
601
Townsend Asset Management
North Carolina
$729 +$729 +7 New
DAM
602
Delta Asset Management
Tennessee
$535 – – –
WA
603
Win Advisors
Florida
– -$4.86M -51,217 Closed
CW
604
CIC Wealth
Maryland
– -$663K -6,991 Closed
PG
605
Patten Group
Tennessee
– -$405K -4,274 Closed
ME
606
McIlrath & Eck
Washington
– -$390K -4,112 Closed
TSS
607
Two Sigma Securities
New York
– -$344K -3,632 Closed
TFA
608
Teamwork Financial Advisors
Texas
– -$310K -3,268 Closed
CCA
609
Cobblestone Capital Advisors
New York
– -$297K -3,130 Closed
BRWA
610
B. Riley Wealth Advisors
Florida
– -$295K -3,097 Closed
BWM
611
Boyd Wealth Management
California
– -$288K -3,040 Closed
CWM
612
Cornerstone Wealth Management
Missouri
– -$284K -2,999 Closed
SF
613
Summit Financial
New Jersey
– -$273K -2,864 Closed
WWP
614
Waypoint Wealth Partners
California
– -$268K -2,827 Closed
Chevy Chase Trust
615
Chevy Chase Trust
Maryland
– -$217K -2,289 Closed
MHIC
616
Marble Harbor Investment Counsel
Massachusetts
– -$208K -2,190 Closed
SFC
617
Strategic Financial Concepts
Texas
– -$207K -2,181 Closed
BCMLT
618
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$100K -1,026 Closed
SSWM
619
Sheets Smith Wealth Management
North Carolina
– -$61.4K -648 Closed
GIA
620
GHP Investment Advisors
Colorado
– -$57.4K -595 Closed
RIA
621
Realta Investment Advisors
Delaware
– -$45.7K -468 Closed
BAAM
622
Baker Avenue Asset Management
California
– -$39.4K -416 Closed
CFB
623
Cullen/Frost Bankers
Texas
– -$36.7K -387 Closed
FAM
624
Flaharty Asset Management
Florida
– -$35.2K -371 Closed
AWA
625
Authentikos Wealth Advisory
California
– -$31.9K -336 Closed
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