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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

86 hedge funds and large institutions have $310M invested in iShares Core S&P US Growth ETF in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
38
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$48.4M
2
Bank of America
2
Bank of America
North Carolina
$43.2M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$15.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$23.2M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$5.1M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$12.2M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.46M
3
GF
3
Gerstein Fisher
New York
$492K
4
SB
4
Suntrust Banks
Georgia
$0
5
Truist Financial
5
Truist Financial
North Carolina
$860K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$335K +$72.1K +1,900 +27%
AI
52
Atria Investments
North Carolina
$311K – – –
BWA
53
Burt Wealth Advisors
Maryland
$300K – – –
CL
54
CIM LLC
New York
$289K +$3.72K +98 +1%
WHI
55
William Harris Investors
Illinois
$273K – – –
FAAS
56
First Allied Advisory Services
California
$263K +$17.4K +458 +7%
ORI
57
Oak Ridge Investments
Illinois
$263K +$263K +6,938 New
CAN
58
Cetera Advisor Networks
California
$262K +$16.8K +442 +7%
Kayne Anderson Rudnick Investment Management
59
Kayne Anderson Rudnick Investment Management
California
$238K – – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$219K -$4.19K -110 -2%
PI
61
Putnam Investments
Massachusetts
$210K +$210K +5,526 New
DJSG
62
D.J. St. Germain
Massachusetts
$205K – – –
RCAG
63
Rehmann Capital Advisory Group
Michigan
$202K +$3.88K +102 +2%
FCCM
64
First City Capital Management
Georgia
$139K +$76 +2 +0.1%
CWM
65
Cranbrook Wealth Management
Michigan
$135K – – –
CFA
66
Carroll Financial Associates
North Carolina
$119K +$119K +3,004 New
Federated Hermes
67
Federated Hermes
Pennsylvania
$91K +$91K +2,406 New
CG
68
Colony Group
Massachusetts
$76K +$228 +6 +0.3%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$71K – – –
UFA
70
US Financial Advisors
Massachusetts
$43K +$7.67K +200 +22%
RIA
71
Regal Investment Advisors
Michigan
$36K – – –
PG
72
Patten Group
Tennessee
$28.1K +$6.84K +180 +32%
IWM
73
Integrated Wealth Management
California
$28K – – –
EDRH
74
Edmond de Rothschild Holding
Switzerland
$23K +$23K +610 New
EDRS
75
Edmond de Rothschild (Suisse)
Switzerland
$23K +$23K +610 New
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