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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.25B
2
Morgan Stanley
2
Morgan Stanley
New York
$712M
3
VFPW
3
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M
4
MWM
4
Modera Wealth Management
New Jersey
$22.5M
5
PBF
5
Petix & Botte Financial
California
$24.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$110M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$28.7M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$9.4M
4
RJA
4
Raymond James & Associates
Florida
$75.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
ERTS Wealth Advisors
Michigan
$16.3M -$518K -4,903 -3%
Goldman Sachs
52
Goldman Sachs
New York
$16M +$2.72M +25,698 +20%
SWM
53
Spire Wealth Management
Virginia
$15.8M +$205K +1,936 +1%
CG
54
Colony Group
Massachusetts
$15.7M -$190K -1,795 -1%
EH
55
Equitable Holdings
New York
$15.1M +$583K +5,514 +4%
IWC
56
Integrated Wealth Concepts
Massachusetts
$14.7M -$2.47M -23,416 -14%
William Blair & Company
57
William Blair & Company
Illinois
$12.6M +$533K +5,041 +4%
KAS
58
Kestra Advisory Services
Texas
$12.6M +$320K +3,024 +3%
Amundi
59
Amundi
France
$12.5M – – –
OIA
60
OneDigital Investment Advisors
Kansas
$12.3M -$12.3K -116 -0.1%
AWM
61
AE Wealth Management
Kansas
$12.2M +$332K +3,145 +3%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$12.2M +$514K +4,863 +4%
TAIM
63
TD Ameritrade Investment Management
Nebraska
$11.9M +$2.67M +25,235 +29%
GM
64
GeoWealth Management
Illinois
$11.6M -$3.42M -32,408 -23%
WWM
65
WJ Wealth Management
Arizona
$11.1M -$2.28M -21,577 -17%
FC
66
Financial Council
Maryland
$11.1M -$212K -2,003 -2%
WHG
67
Westwood Holdings Group
Texas
$10.8M +$563K +5,325 +5%
IWMWV
68
Ironwood Wealth Management (West Virginia)
West Virginia
$10M -$1.37M -12,954 -12%
ECG
69
Edge Capital Group
Georgia
$9.84M +$2.48M +23,450 +34%
HR
70
Howe & Rusling
New York
$9.76M +$468K +4,428 +5%
ClearBridge Investments
71
ClearBridge Investments
New York
$9.4M -$40.8M -386,185 -81%
GSIS
72
Global Strategic Investment Solutions
Arizona
$9.22M -$11.1M -104,843 -55%
Stifel Financial
73
Stifel Financial
Missouri
$9.2M -$9.74M -92,183 -51%
CA
74
Cetera Advisors
Colorado
$9.17M +$283K +2,674 +3%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$9.05M -$495K -4,688 -5%
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3
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