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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
CST
51
Charles Schwab Trust
Nevada
$16.9M +$4.15M +50,917 +32%
FWM
52
ForthRight Wealth Management
Georgia
$16.5M +$171K +2,096 +1%
TAIM
53
TD Ameritrade Investment Management
Nebraska
$16.4M +$6.06M +74,328 +59%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$15.2M +$5.54M +68,016 +57%
F
55
F3Logic
Minnesota
$15.1M +$4.76M +58,369 +46%
GBS
56
Gallagher Benefit Services
Illinois
$15.1M +$15.1M +185,535 New
AAS
57
Avantax Advisory Services
Texas
$14.2M -$787K -9,655 -5%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$14M +$7.19M +88,235 +106%
AI
59
Atria Investments
North Carolina
$13.9M +$7.11M +87,178 +105%
M&T Bank
60
M&T Bank
New York
$13.8M -$6.02M -73,816 -30%
CFA
61
Cahill Financial Advisors
Minnesota
$13.8M +$4.52M +55,503 +49%
EH
62
Equitable Holdings
New York
$13.7M +$600K +7,358 +5%
MML Investors Services
63
MML Investors Services
Massachusetts
$13.3M -$3.11M -38,107 -19%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$12.4M -$404K -4,961 -3%
Truist Financial
65
Truist Financial
North Carolina
$12.2M +$786K +9,638 +7%
CG
66
Colony Group
Massachusetts
$11.6M +$85.5K +1,049 +0.7%
Amundi
67
Amundi
France
$11.6M +$1.61M +19,400 +16%
EWA
68
ERTS Wealth Advisors
Michigan
$11.5M -$1.77M -21,687 -13%
CSWG
69
Cardinal Strategic Wealth Guidance
Kentucky
$11.5M +$1.88M +23,064 +20%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$11.3M -$2.71M -33,217 -19%
Polen Capital Management
71
Polen Capital Management
Florida
$11.1M +$11.1M +135,869 New
AWA
72
Amplius Wealth Advisors
Pennsylvania
$11M -$6.8M -83,365 -38%
IWC
73
Integrated Wealth Concepts
Massachusetts
$11M -$1.4M -17,134 -11%
Jane Street
74
Jane Street
New York
$10.1M +$8.79M +107,794 +680%
KAS
75
Kestra Advisory Services
Texas
$9.75M -$3.11M -38,194 -24%
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