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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 %
HGA
676
Hobbs Group Advisors
South Carolina
$4.4K – – –
CAS
677
Coppell Advisory Solutions
Texas
$4.07K +$4.07K +31 New
BL
678
Balentine LLC
Georgia
$3.96K – – –
CSB
679
City State Bank
Iowa
$3.96K – – –
IF
680
Integrity Financial
Wyoming
$3.69K – – –
WOSD
681
WFA of San Diego
California
$3.17K – – –
RIA
682
Realta Investment Advisors
Delaware
$2.96K -$105K -776 -97%
FMII
683
Farmers & Merchants Investments Inc
Nebraska
$2.64K – – –
GWS
684
Glassman Wealth Services
Virginia
$2.64K – – –
LWANC
685
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.11K +$2.11K +16 New
VNA
686
Valley National Advisers
Pennsylvania
$2K – – –
PIP
687
Peachtree Investment Partners
Florida
$1.98K +$1.98K +15 New
TRCT
688
Tower Research Capital (TRC)
New York
$1.85K -$47.6K -361 -96%
CPA
689
Capital Performance Advisors
California
$1.72K +$1.72K +13 New
TFA
690
Transamerica Financial Advisors
Florida
$1K +$1K +4 New
TAM
691
Townsend Asset Management
North Carolina
$923 – – –
DAM
692
Delta Asset Management
Tennessee
$682 – – –
SFC
693
Strategic Financial Concepts
Texas
– -$101K -169,409 Closed
RCS
694
Retirement Capital Strategies
California
– -$4.49M -35,244 Closed
Marshall Wace
695
Marshall Wace
United Kingdom
– -$2.69M -21,116 Closed
Envestnet Portfolio Solutions
696
Envestnet Portfolio Solutions
Illinois
– -$2.2M -17,267 Closed
Renaissance Technologies
697
Renaissance Technologies
New York
– -$1.7M -13,300 Closed
WFA
698
Wellspring Financial Advisors
Ohio
– -$1.11M -8,702 Closed
SA
699
SpiderRock Advisors
Delaware
– -$625K -4,900 Closed
SW
700
Simplicity Wealth
New Jersey
– -$540K -4,233 Closed
26 27
28
29 30