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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

151 hedge funds and large institutions have $1.34B invested in iShares Core S&P US Growth ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+26
Holders Change %
+20.8%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
31
Increased
63
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$146M
2
AC
Alleghany Corporation
New York
+$138M
3
LPL Financial
LPL Financial
California
+$116M
4
Bank of America
Bank of America
North Carolina
+$60.1M
5
Morgan Stanley
Morgan Stanley
New York
+$22.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$18.4M
2
IAA
Independent Advisor Alliance
North Carolina
-$4.59M
3
Jane Street
Jane Street
New York
-$4.16M
4
SFS
Sowell Financial Services
Arkansas
-$1.39M
5
PAMG
Patton Albertson Miller Group
Tennessee
-$957K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.5M +$1.5M +31,130 New
SPIA
52
Strategic Point Investment Advisors
Rhode Island
$1.43M +$1.43M +29,750 New
NPC
53
National Planning Corporation
California
$1.38M +$71.2K +1,481 +5%
ASN
54
Advisory Services Network
Georgia
$1.3M +$1.25M +25,847 +2,318%
CAN
55
Cetera Advisor Networks
California
$1.28M +$592K +12,267 +86%
FAAS
56
First Allied Advisory Services
California
$1.2M +$114K +2,377 +11%
SMC
57
Smith, Moore & Co
Missouri
$1.18M +$1.18M +24,550 New
CA
58
Cetera Advisors
Colorado
$1.15M +$107K +2,226 +10%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1.03M +$985K +20,444 +2,020%
GRP
60
Global Retirement Partners
California
$998K +$244K +5,059 +32%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$993K -$361K -7,490 -27%
TIM
62
Total Investment Management
Arizona
$977K +$8.1K +168 +0.8%
LPT
63
Legacy Private Trust
Wisconsin
$945K – – –
BTS
64
BB&T Securities
Virginia
$861K +$65.1K +1,351 +8%
Goldman Sachs
65
Goldman Sachs
New York
$823K +$137K +2,844 +20%
Citadel Advisors
66
Citadel Advisors
Florida
$817K +$817K +16,958 New
UWPG
67
Ullmann Wealth Partners Group
Florida
$790K +$55.5K +1,152 +8%
SCA
68
Snowden Capital Advisors
New York
$777K -$352K -7,296 -31%
TFF
69
The Family Firm
Maryland
$716K – – –
SAM
70
Shamrock Asset Management
Texas
$571K – – –
FTS
71
Fifth Third Securities
Ohio
$548K +$132K +2,737 +32%
SFS
72
Sowell Financial Services
Arkansas
$531K -$1.39M -28,127 -72%
FHC
73
First Heartland Consultants
Missouri
$530K +$22K +456 +4%
AMG
74
Asset Management Group
Connecticut
$505K – – –
CFA
75
Carroll Financial Associates
North Carolina
$502K +$226K +4,685 +82%
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