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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

65 hedge funds and large institutions have $161M invested in iShares Core S&P US Growth ETF in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
22
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$1.49M
2
PI
Placemark Investments
Illinois
$2.39M
3
William Blair & Company
William Blair & Company
Illinois
$2.67M
4
TH
Timber Hill
Connecticut
$1.31M
5
VKH
Virtu KCG Holdings
New York
$846K

Top Sellers

1
HCM
Hollencrest Capital Management
California
$0
2
CA
Cetera Advisors
Colorado
$7.21M
3
Jane Street
Jane Street
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$37.7M
5
Bank of America
Bank of America
North Carolina
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$221K – – –
ClearBridge Investments
52
ClearBridge Investments
New York
$215K +$185K +4,992 +624%
HighTower Advisors
53
HighTower Advisors
Illinois
$207K -$154K -4,124 -43%
WTNA
54
Wilmington Trust National Association
Delaware
$205K +$205K +5,520 New
DJSG
55
D.J. St. Germain
Massachusetts
$201K +$201K +5,400 New
BRWM
56
B. Riley Wealth Management
Tennessee
$143K – – –
FCCM
57
First City Capital Management
Georgia
$136K – – –
CWM
58
Cranbrook Wealth Management
Michigan
$132K – – –
Ameriprise
59
Ameriprise
Minnesota
$36K +$28.5K +766 +383%
RIA
60
Regal Investment Advisors
Michigan
$35K +$35K +950 New
KT
61
Kanaly Trust
Texas
$26K – – –
BRWA
62
B. Riley Wealth Advisors
Florida
$18K +$18K +484 New
MMG
63
Monetary Management Group
Missouri
$13K +$13K +350 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$10K +$10K +280 New
HR
65
Howe & Rusling
New York
$6K +$6K +170 New
WTC
66
WhitTier Trust Company
Nevada
$3K – – –
HCM
67
Hollencrest Capital Management
California
– -$19.3M -542,870 Closed
Jane Street
68
Jane Street
New York
– -$1.59M -44,742 Closed
DWM
69
Destination Wealth Management
California
– -$333K -9,366 Closed
JFGIW
70
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$38K -1,062 Closed
MFS
71
MSI Financial Services
Massachusetts
– -$7K -196 Closed
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