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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
51
TD Ameritrade Investment Management
Nebraska
$7.13M +$1.66M +29,156 +30%
CAN
52
Cetera Advisor Networks
California
$6.7M +$246K +4,317 +4%
LFAS
53
Level Four Advisory Services
Texas
$6.66M -$173K -3,033 -3%
IWM
54
IHT Wealth Management
Illinois
$5.91M -$7.86M -137,731 -57%
WWM
55
Windsor Wealth Management
Indiana
$5.65M +$5.42M +94,940 +2,314%
OIA
56
OneDigital Investment Advisors
Kansas
$5.52M -$383K -6,711 -6%
US Bancorp
57
US Bancorp
Minnesota
$5.51M +$283K +4,953 +5%
GRP
58
Global Retirement Partners
California
$5.33M -$148K -2,584 -3%
EH
59
Equitable Holdings
New York
$5.28M +$641K +11,227 +14%
Goldman Sachs
60
Goldman Sachs
New York
$5.21M +$675K +11,828 +15%
William Blair & Company
61
William Blair & Company
Illinois
$5.14M -$1.22M -21,316 -19%
AWM
62
AE Wealth Management
Kansas
$5.14M +$2.49M +43,692 +94%
PBF
63
Petix & Botte Financial
California
$5.14M +$371K +6,494 +8%
Jane Street
64
Jane Street
New York
$5.12M +$445K +7,790 +10%
CSWG
65
Cardinal Strategic Wealth Guidance
Kentucky
$4.92M +$2M +34,975 +68%
ECG
66
Edge Capital Group
Georgia
$4.29M -$167K -2,925 -4%
FAAS
67
First Allied Advisory Services
California
$4.19M +$33.3K +583 +0.8%
CA
68
Cornerstone Advisory
Maryland
$3.99M +$833K +14,582 +26%
PFM
69
Parsec Financial Management
North Carolina
$3.96M -$972K -17,022 -20%
TF
70
TIAA FSB
Florida
$3.61M -$3.09M -54,119 -46%
SS
71
Simplicity Solutions
Minnesota
$3.59M +$1.77M +30,961 +97%
Truist Financial
72
Truist Financial
North Carolina
$3.42M -$67.8K -1,188 -2%
WWM
73
Western Wealth Management
Colorado
$3.24M +$1.29M +22,616 +66%
CCM
74
Coldstream Capital Management
Washington
$3.23M -$782K -13,693 -19%
LW
75
Linscomb Wealth
Texas
$2.95M -$234K -4,093 -7%
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