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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

456 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
7.96%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
138
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.14B
2
LPL Financial
2
LPL Financial
California
$1.28B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$138M
4
DA
4
Doliver Advisors
Texas
$71.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$220M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$13K
2
PPA
2
Parametric Portfolio Associates
Washington
$351K
3
AWM
3
AE Wealth Management
Kansas
$10.1M
4
VC
4
Veracity Capital
Georgia
$18.1M
5
FP
5
Financial Perspectives
Minnesota
$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$11.1M +$1.95M +19,345 +21%
Truist Financial
52
Truist Financial
North Carolina
$11M +$48.2K +477 +0.4%
EH
53
Equitable Holdings
New York
$10.6M +$962K +9,528 +10%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$10.6M +$1.06M +10,457 +11%
William Blair & Company
55
William Blair & Company
Illinois
$10.4M +$665K +6,590 +7%
AWM
56
AE Wealth Management
Kansas
$10.1M -$38.9M -384,852 -79%
TAIM
57
TD Ameritrade Investment Management
Nebraska
$9.78M +$305K +3,020 +3%
Stifel Financial
58
Stifel Financial
Missouri
$9.76M -$237K -2,345 -2%
ECA
59
Elevation Capital Advisory
Oregon
$9.69M +$9.69M +95,991 New
IWM
60
IHT Wealth Management
Illinois
$9.57M -$145K -1,439 -1%
PBF
61
Petix & Botte Financial
California
$9.48M +$150K +1,485 +2%
HR
62
Howe & Rusling
New York
$8.66M -$532K -5,266 -6%
OIA
63
OneDigital Investment Advisors
Kansas
$8.47M -$64.6K -640 -0.8%
US Bancorp
64
US Bancorp
Minnesota
$7.48M -$236K -2,333 -3%
BFWA
65
Benchmark Financial Wealth Advisors
Florida
$7.47M +$91.9K +910 +1%
CA
66
Cetera Advisors
Colorado
$6.93M +$656K +6,492 +10%
GLA
67
Good Life Advisors
Pennsylvania
$6.69M -$424K -4,198 -6%
RWA
68
Redhawk Wealth Advisors
Minnesota
$6.41M -$160K -1,589 -2%
MCM
69
Mitchell Capital Management
Kansas
$6.29M -$182K -1,798 -3%
CA
70
Calton & Associates
Florida
$6.01M +$121K +1,199 +2%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$5.86M -$2.6M -25,781 -31%
ECG
72
Edge Capital Group
Georgia
$5.5M – – –
WP
73
WealthShield Partners
North Carolina
$5.42M +$125K +1,241 +2%
FAIM
74
Financial Advocates Investment Management
Washington
$5.37M +$1.19M +12,506 +29%
GRP
75
Global Retirement Partners
California
$5.24M -$230K -2,277 -4%
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3
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