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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 %
Westfield Capital Management
651
Westfield Capital Management
Massachusetts
– -$1.34M -12,905 Closed
AQR Capital Management
652
AQR Capital Management
Connecticut
– -$1.32M -12,648 Closed
Millennium Management
653
Millennium Management
New York
– -$1.04M -9,998 Closed
FFN
654
Focus Financial Network
Minnesota
– -$1.01M -9,674 Closed
WI
655
WrapManager Inc
California
– -$573K -5,503 Closed
MW
656
Marcum Wealth
Ohio
– -$374K -3,592 Closed
GBWM
657
Granite Bay Wealth Management
New Hampshire
– -$317K -3,213 Closed
EWS
658
Eagle Wealth Strategies
New Jersey
– -$328K -3,154 Closed
EGM
659
Engineers Gate Manager
New York
– -$327K -3,145 Closed
APWA
660
Atlas Private Wealth Advisors
New Jersey
– -$307K -2,947 Closed
ZF
661
Zhang Financial
Michigan
– -$290K -2,781 Closed
KWM
662
KFG Wealth Management
Indiana
– -$279K -2,676 Closed
DWM
663
Defined Wealth Management
Oregon
– -$266K -2,555 Closed
VCA
664
Verdence Capital Advisors
Maryland
– -$216K -2,072 Closed
RFA
665
Resurgent Financial Advisors
Georgia
– -$122K -1,175 Closed
AWM
666
Activest Wealth Management
Florida
– -$52.1K -500 Closed
FWM
667
Focused Wealth Management
New York
– -$52.1K -500 Closed
GWMIA
668
Global Wealth Management Investment Advisory
Florida
– -$48.9K -470 Closed
AC
669
AlphaCore Capital
California
– -$41.6K -400 Closed
PB
670
Pinnacle Bancorp
Nebraska
– -$22.1K -212 Closed
OAJ
671
Ogorek Anthony Joseph
New York
– -$16K -160 Closed
CIA
672
Cape Investment Advisory
Georgia
– -$11.5K -110 Closed
AF
673
Advisornet Financial
Minnesota
– -$4.13K -40 Closed
ODG
674
O'Dell Group
Ohio
– -$3.15K -30 Closed
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