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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 %
WIA
626
Wetzel Investment Advisors
Indiana
$4.27K – – –
CSB
627
City State Bank
Iowa
$4K – – –
BL
628
Balentine LLC
Georgia
$3.52K – – –
MIM
629
MTM Investment Management
South Carolina
$3.52K – – –
IF
630
Integrity Financial
Wyoming
$3.28K – – –
FMII
631
Farmers & Merchants Investments Inc
Nebraska
$2.34K – – –
GWS
632
Glassman Wealth Services
Virginia
$2.34K – – –
FCAS
633
First Command Advisory Services
Texas
$2.23K – – –
BNP Paribas Financial Markets
634
BNP Paribas Financial Markets
France
$2.23K +$2.23K +19 New
Simplex Trading
635
Simplex Trading
Illinois
$2K +$2K +19 New
OC
636
Oakworth Capital
Alabama
$1.06K +$1.06K +9 New
VNA
637
Valley National Advisers
Pennsylvania
$1K – – –
AWM
638
Atticus Wealth Management
Florida
$939 +$939 +8 New
TAM
639
Townsend Asset Management
North Carolina
$820 – – –
DAM
640
Delta Asset Management
Tennessee
$604 – – –
AAMA
641
Advanced Asset Management Advisors
Ohio
– -$12.5M -119,600 Closed
OAM
642
Oppenheimer Asset Management
New York
– -$3.71M -35,664 Closed
SCA
643
Sandy Cove Advisors
Massachusetts
– -$2.9M -27,901 Closed
Jane Street
644
Jane Street
New York
– -$2.62M -25,174 Closed
Renaissance Technologies
645
Renaissance Technologies
New York
– -$2.57M -24,700 Closed
Citadel Advisors
646
Citadel Advisors
Florida
– -$2.05M -19,647 Closed
YIH
647
Y-Intercept (HK)
Hong Kong
– -$1.99M -19,102 Closed
OP
648
ORG Partners
Indiana
– -$1.61M -15,470 Closed
KA
649
Kovack Advisors
Florida
– -$1.57M -15,088 Closed
FNBOH
650
First National Bank of Hutchinson
Kansas
– -$1.51M -14,497 Closed
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