IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$804M
2
LPL Financial
LPL Financial
California
$1.2B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$609M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$166M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$491K
2
Wells Fargo
Wells Fargo
California
$88M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$579K
4
RJA
Raymond James & Associates
Florida
$58.6M
5
CI
CX Institutional
Indiana
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFA
51
Gallagher Fiduciary Advisors
Illinois
$16.3M +$16.3M +183,215 New
TAIM
52
TD Ameritrade Investment Management
Nebraska
$16.2M -$1.67M -18,797 -9%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$16.2M -$344K -3,877 -2%
EH
54
Equitable Holdings
New York
$16M +$1.15M +12,934 +8%
AAS
55
Avantax Advisory Services
Texas
$15.5M +$20.2K +228 +0.1%
AWM
56
AE Wealth Management
Kansas
$15.4M +$5.42M +61,097 +54%
IWC
57
Integrated Wealth Concepts
Massachusetts
$15.4M +$3.38M +38,035 +28%
Truist Financial
58
Truist Financial
North Carolina
$14.9M +$1.53M +17,251 +11%
MML Investors Services
59
MML Investors Services
Massachusetts
$14.4M -$156K -1,756 -1%
Fidelity International
60
Fidelity International
Bermuda
$14.2M +$14.2M +159,619 New
M&T Bank
61
M&T Bank
New York
$13.2M -$1.83M -20,575 -12%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$12.7M -$2.47M -27,842 -16%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$12.7M -$768K -8,648 -6%
CG
64
Colony Group
Massachusetts
$12.6M -$36K -405 -0.3%
SWM
65
Spire Wealth Management
Virginia
$12.4M +$3.15M +35,495 +34%
AWA
66
Amplius Wealth Advisors
Pennsylvania
$12.2M +$204K +2,295 +2%
HI
67
Hudock Inc
Pennsylvania
$12.2M +$12.2M +136,958 New
Stifel Financial
68
Stifel Financial
Missouri
$12M -$7.11M -80,116 -37%
CWA
69
Canvas Wealth Advisors
Kansas
$11.3M +$1.11M +12,408 +11%
PBF
70
Petix & Botte Financial
California
$11.1M +$11.1M +125,456 New
Amundi
71
Amundi
France
$10.6M -$1.72M -19,400 -14%
HSG
72
Helen Stephens Group
Texas
$10.5M +$913K +10,287 +9%
HR
73
Howe & Rusling
New York
$10.4M +$1.24M +14,024 +14%
EWA
74
ERTS Wealth Advisors
Michigan
$10.1M -$2.46M -27,704 -20%
KAS
75
Kestra Advisory Services
Texas
$9.97M -$649K -7,312 -6%
1 2
3
4 5