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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

66 hedge funds and large institutions have $192M invested in iShares Core S&P US Growth ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
25
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$11.5M
2
Wells Fargo
2
Wells Fargo
California
$14.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.31M
4
MAA
4
Managed Account Advisors
New Jersey
$4.43M
5
DS
5
DRW Securities
Illinois
$1.93M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$0
2
CS
2
Credit Suisse
Switzerland
$661K
3
FIG
3
FundX Investment Group
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$37.6M
5
TH
5
Timber Hill
Connecticut
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
51
National Planning Corporation
California
$250K -$3.32K -94 -1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$214K -$21K -596 -9%
WTNA
53
Wilmington Trust National Association
Delaware
$212K +$212K +6,004 New
VAM
54
Verity Asset Management
North Carolina
$206K +$206K +5,844 New
CAN
55
Cetera Advisor Networks
California
$203K +$203K +5,760 New
Invesco
56
Invesco
Georgia
$167K – – –
CWM
57
Cranbrook Wealth Management
Michigan
$125K +$125K +3,546 New
EWM
58
Evercore Wealth Management
New York
$71K – – –
JFGIW
59
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K – – –
KT
60
Kanaly Trust
Texas
$24K +$24K +690 New
DADC
61
D.A. Davidson & Co
Montana
$21K +$21K +620 New
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$10K – – –
Ameriprise
63
Ameriprise
Minnesota
$7K -$13.6K -388 -66%
MFS
64
MSI Financial Services
Massachusetts
$7K – – –
QCMC
65
Quantum Capital Management (California)
California
$7K +$7K +200 New
WTC
66
WhitTier Trust Company
Nevada
$3K – – –
HSBC Holdings
67
HSBC Holdings
United Kingdom
– -$17.6M -548,576 Closed
FIG
68
FundX Investment Group
California
– -$809K -25,200 Closed
Canada Life
69
Canada Life
Manitoba, Canada
– -$253K -7,882 Closed
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