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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 %
CSC
601
Caldwell Sutter Capital
California
$13.8K – – –
AEPWM
602
Atlantic Edge Private Wealth Management
Florida
$13.2K – – –
CAL
603
Capital Advisors Ltd
Ohio
$13K – – –
BHWM
604
Beaird Harris Wealth Management
Texas
$12.9K – – –
DFA
605
DHJJ Financial Advisors
Illinois
$12.5K – – –
AIM
606
Arcadia Investment Management
Michigan
$11.7K – – –
MG
607
Mather Group
Illinois
$11.6K +$11.6K +111 New
WWP
608
WR Wealth Planners
Missouri
$10.9K +$10.9K +93 New
LFG
609
Larson Financial Group
Missouri
$10.8K -$1.64K -14 -13%
PMFA
610
Plante Moran Financial Advisors
Michigan
$10.4K – – –
WTC
611
WhitTier Trust Company
Nevada
$9.38K – – –
TFM
612
TFC Financial Management
Massachusetts
$8.37K – – –
BSB
613
Bangor Savings Bank
Maine
$8.21K +$8.21K +70 New
HIA
614
Harbor Investment Advisory
Maryland
$7.85K -$117 -1 -1%
OFG
615
Oxford Financial Group
Indiana
$7.38K – – –
FWA
616
FSC Wealth Advisors
New York
$7.23K -$7.11K -61 -50%
GI
617
Gradient Investments
Minnesota
$7.15K -$1.17K -10 -14%
MJRIC
618
Mogy Joel R Investment Counsel
California
$7.03K +$7.03K +60 New
FPFS
619
First Personal Financial Services
North Carolina
$6.68K – – –
WFA
620
West Financial Advisors
Iowa
$6.1K +$6.1K +52 New
BWL
621
Bogart Wealth LLC
Virginia
$5.86K – – –
SAM
622
Smartleaf Asset Management
Massachusetts
$5.4K -$705 -6 -12%
VWM
623
Venturi Wealth Management
Texas
$5.28K – – –
RG
624
Retirement Group
California
$5.27K – – –
WT
625
Washington Trust
Rhode Island
$4.69K +$4.69K +40 New
23 24
25
26 27