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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
ERTS Wealth Advisors
Michigan
$18.4M +$816K +7,051 +5%
PAG
52
Private Advisor Group
New Jersey
$18.3M -$1.41M -12,166 -7%
AAS
53
Avantax Advisory Services
Texas
$17.8M -$9M -77,864 -34%
CG
54
Colony Group
Massachusetts
$17.3M -$895K -7,743 -5%
SWM
55
Spire Wealth Management
Virginia
$17.1M -$230K -1,984 -1%
GM
56
GeoWealth Management
Illinois
$16.4M +$4.44M +38,436 +37%
EH
57
Equitable Holdings
New York
$15.9M +$677K +5,856 +4%
WWM
58
WJ Wealth Management
Arizona
$14.7M +$1.73M +14,950 +13%
AF
59
Allworth Financial
California
$14.6M -$60.6K -524 -0.4%
Goldman Sachs
60
Goldman Sachs
New York
$14.6M -$7.06M -61,008 -33%
OAM
61
Oppenheimer Asset Management
New York
$13.7M +$13.7M +118,777 New
OIA
62
OneDigital Investment Advisors
Kansas
$13.5M +$609K +5,270 +5%
KAS
63
Kestra Advisory Services
Texas
$13.4M -$1.65M -14,274 -11%
William Blair & Company
64
William Blair & Company
Illinois
$13.2M +$1.54M +13,296 +13%
Amundi
65
Amundi
France
$13.2M +$13.2M +120,000 New
AWM
66
AE Wealth Management
Kansas
$13M -$52.7M -455,614 -80%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$12.7M +$194K +1,681 +2%
PBF
68
Petix & Botte Financial
California
$12.6M -$11.1M -95,854 -47%
IWMWV
69
Ironwood Wealth Management (West Virginia)
West Virginia
$12.5M -$63.8K -552 -0.5%
FC
70
Financial Council
Maryland
$12.3M +$11.7K +101 +0.1%
WHG
71
Westwood Holdings Group
Texas
$11.2M -$923K -7,985 -8%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$10.4M +$5.63M +48,659 +117%
HR
73
Howe & Rusling
New York
$10.2M +$430K +3,717 +4%
TAIM
74
TD Ameritrade Investment Management
Nebraska
$10.2M -$1.03M -8,870 -9%
WAOI
75
Wealth Advisors of Iowa
Iowa
$10.1M +$319K +2,756 +3%
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3
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