IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

251 hedge funds and large institutions have $3.52B invested in iShares Core S&P US Growth ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+34
Holders Change %
+15.67%
% of All Funds
5.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
69
Increased
89
Reduced
52
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.06B
2
ClearBridge Investments
ClearBridge Investments
New York
$81.1M
3
Wells Fargo
Wells Fargo
California
$110M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$80.4M
5
Morgan Stanley
Morgan Stanley
New York
$122M

Top Sellers

1
AC
Alleghany Corporation
New York
$0
2
CWM
Cornerstone Wealth Management
Missouri
$0
3
AG
Advisor Group
Arizona
$11.3M
4
Jane Street
Jane Street
New York
$0
5
PAG
Private Advisor Group
New Jersey
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$5.07M +$1.14M +21,676 +29%
CCM
52
Coldstream Capital Management
Washington
$4.98M +$841K +15,958 +20%
HCM
53
Hollencrest Capital Management
California
$4.96M +$267K +5,072 +6%
PS
54
Portfolio Strategies
New York
$4.73M -$80.1K -1,520 -2%
ORI
55
Oak Ridge Investments
Illinois
$4.53M +$4.14M +78,541 +1,052%
ECG
56
Edge Capital Group
Georgia
$4.32M +$4.32M +82,017 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$4.16M -$498K -9,451 -11%
LFAS
58
Level Four Advisory Services
Texas
$3.95M +$578K +10,966 +17%
BlackRock
59
BlackRock
New York
$3.62M +$1.28M +24,269 +55%
TAIM
60
TD Ameritrade Investment Management
Nebraska
$3.57M +$1.59M +30,094 +80%
PFM
61
Parsec Financial Management
North Carolina
$3.46M +$476K +9,025 +16%
BTS
62
BB&T Securities
Virginia
$3.45M +$1.98M +37,501 +134%
OAM
63
Oppenheimer Asset Management
New York
$3.32M +$3.32M +63,058 New
CAN
64
Cetera Advisor Networks
California
$3.26M +$142K +2,694 +5%
GRP
65
Global Retirement Partners
California
$2.77M +$167K +3,178 +6%
AAS
66
Avantax Advisory Services
Texas
$2.69M +$2.69M +50,863 New
FAAS
67
First Allied Advisory Services
California
$2.49M -$493K -9,352 -17%
GP
68
Greenline Partners
New York
$2.37M – – –
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$2.33M +$161K +3,047 +7%
WWM
70
Western Wealth Management
Colorado
$2.33M +$2.33M +44,201 New
CA
71
Cornerstone Advisory
Maryland
$2.32M +$1.78M +33,850 +335%
FI
72
FormulaFolio Investments
Michigan
$2.3M – – –
FFG
73
Ford Financial Group
California
$2.28M +$11.4K +217 +0.5%
KC
74
Kingfisher Capital
North Carolina
$2.27M -$26.1K -495 -1%
WP
75
WealthShield Partners
North Carolina
$2.25M +$742K +14,071 +49%
1 2
3
4 5