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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
651
TD Capital Management
Tennessee
$18.9K – – –
AWM
652
Angeles Wealth Management
California
$18.6K – – –
FRA
653
Front Row Advisors
California
$18.4K -$31.3K -237 -63%
AWM
654
AllSquare Wealth Management
New York
$18.3K – – –
FM
655
Family Management
New York
$17.3K – – –
ATS
656
Ashton Thomas Securities
New York
$16K – – –
CAL
657
Capital Advisors Ltd
Ohio
$15K – – –
DFA
658
DHJJ Financial Advisors
Illinois
$14.1K – – –
AIM
659
Arcadia Investment Management
Michigan
$13.2K – – –
WWP
660
WR Wealth Planners
Missouri
$12.3K – – –
LIS
661
Legacy Investment Solutions
Idaho
$10.3K +$10.3K +74 New
LWMI
662
Legacy Wealth Management (Idaho)
Idaho
$10.3K +$10.3K +74 New
TFM
663
TFC Financial Management
Massachusetts
$9.42K – – –
HIA
664
Harbor Investment Advisory
Maryland
$8.84K – – –
FWA
665
FSC Wealth Advisors
New York
$8.13K – – –
OA
666
Operose Advisors
Wisconsin
$7.92K -$13.2K -100 -63%
MJRIC
667
Mogy Joel R Investment Counsel
California
$7.92K – – –
CSC
668
Caldwell Sutter Capital
California
$7.65K – – –
FPFS
669
First Personal Financial Services
North Carolina
$7.52K – – –
PFA
670
Pathway Financial Advisers
Indiana
$6.48K +$6.48K +49 New
EWM
671
EPG Wealth Management
Georgia
$5.94K +$5.94K +45 New
BNP Paribas Financial Markets
672
BNP Paribas Financial Markets
France
$5.8K +$5.8K +44 New
GJIA
673
Glass Jacobson Investment Advisors
Maryland
$5.54K +$5.54K +42 New
OFG
674
Oxford Financial Group
Indiana
$5.28K – – –
FIM
675
FWL Investment Management
Texas
$4.75K +$4.75K +36 New
25 26
27
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