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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.84B
2
Morgan Stanley
Morgan Stanley
New York
$605M
3
CCMG
Clark Capital Management Group
Pennsylvania
$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$125M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$462M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.41M
2
IWS
Insight Wealth Strategies
California
$623K
3
CG
Colony Group
Massachusetts
$0
4
MAM
Madison Asset Management
Wisconsin
$2.72M
5
GM
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$13M +$3.06M +36,508 +31%
Westfield Capital Management
52
Westfield Capital Management
Massachusetts
$12.9M +$12.9M +154,128 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$12.8M -$9.96M -118,975 -44%
EH
54
Equitable Holdings
New York
$12.7M +$797K +9,523 +7%
IWC
55
Integrated Wealth Concepts
Massachusetts
$12.5M +$820K +9,797 +7%
William Blair & Company
56
William Blair & Company
Illinois
$12.2M +$2.2M +26,302 +22%
SWM
57
Spire Wealth Management
Virginia
$11.4M -$1.13M -13,441 -9%
TAIM
58
TD Ameritrade Investment Management
Nebraska
$10.8M +$1.32M +15,772 +14%
GWM
59
GDS Wealth Management
Texas
$10.6M +$9.02M +107,704 +581%
Amundi
60
Amundi
France
$10.2M – – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$9.95M +$314K +3,751 +3%
PBF
62
Petix & Botte Financial
California
$9.59M -$9.54M -114,035 -50%
OIA
63
OneDigital Investment Advisors
Kansas
$9.54M -$244K -2,917 -2%
AWM
64
AE Wealth Management
Kansas
$9.03M -$670K -8,005 -7%
FC
65
Financial Council
Maryland
$8.81M +$51.7K +618 +0.6%
HSG
66
Helen Stephens Group
Texas
$8.73M +$1.88M +22,491 +28%
WHG
67
Westwood Holdings Group
Texas
$8.57M +$10.4K +124 +0.1%
IWMWV
68
Ironwood Wealth Management (West Virginia)
West Virginia
$8.45M +$137K +1,561 +2%
HR
69
Howe & Rusling
New York
$8.26M +$524K +6,257 +7%
ECG
70
Edge Capital Group
Georgia
$8.1M +$305K +3,639 +4%
Goldman Sachs
71
Goldman Sachs
New York
$7.94M -$4.76M -56,852 -37%
F
72
F3Logic
Minnesota
$7.77M +$2.23M +26,649 +40%
GSIS
73
Global Strategic Investment Solutions
Arizona
$7.64M +$340K +4,065 +5%
CA
74
Cetera Advisors
Colorado
$7.5M +$238K +2,847 +3%
CSWG
75
Cardinal Strategic Wealth Guidance
Kentucky
$7.28M +$396K +4,731 +6%
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