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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

63 hedge funds and large institutions have $156M invested in iShares Core S&P US Growth ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$7.48M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.97M
3
Stifel Financial
Stifel Financial
Missouri
$2.4M
4
CS
Credit Suisse
Switzerland
$1.47M
5
ClearBridge Investments
ClearBridge Investments
New York
$915K

Top Sellers

1
PI
Placemark Investments
Illinois
$0
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$2.72M
3
William Blair & Company
William Blair & Company
Illinois
$684K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.96M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$208K – – –
DJSG
52
D.J. St. Germain
Massachusetts
$202K – – –
FCCM
53
First City Capital Management
Georgia
$136K – – –
CWM
54
Cranbrook Wealth Management
Michigan
$132K – – –
MHS
55
M Holdings Securities
Oregon
$50K +$50K +1,350 New
NFG
56
Next Financial Group
Texas
$48K +$48K +1,278 New
RIA
57
Regal Investment Advisors
Michigan
$35K – – –
MMG
58
Monetary Management Group
Missouri
$13K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$10K – – –
MFS
60
MSI Financial Services
Massachusetts
$7K +$7K +200 New
HR
61
Howe & Rusling
New York
$6K – – –
WTC
62
WhitTier Trust Company
Nevada
$3K – – –
GSC
63
Ground Swell Capital
South Carolina
$1K +$1K +14 New
PI
64
Placemark Investments
Illinois
– -$2.39M -64,232 Closed
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
– -$740K -19,890 Closed
SG Americas Securities
66
SG Americas Securities
New York
– -$439K -11,800 Closed
Natixis Advisors
67
Natixis Advisors
Massachusetts
– -$272K -7,320 Closed
BRWM
68
B. Riley Wealth Management
Tennessee
– -$143K -3,850 Closed
KT
69
Kanaly Trust
Texas
– -$26K -690 Closed
BRWA
70
B. Riley Wealth Advisors
Florida
– -$18K -484 Closed
HNB
71
Huntington National Bank
Ohio
– -$236K – –
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