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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$949M
2
Fidelity International
2
Fidelity International
Bermuda
$60.8M
3
Bank of America
3
Bank of America
North Carolina
$3.64B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$692M
5
FWI
5
Facet Wealth Inc
Maryland
$77.3M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$169M
2
Amundi
2
Amundi
France
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$14.8M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Mascoma Wealth Management
New Hampshire
$19.6M -$2.33M -23,651 -11%
AAS
52
Avantax Advisory Services
Texas
$19.5M +$2.42M +24,831 +14%
SC
53
Savant Capital
Illinois
$18.8M -$828K -8,483 -4%
MCM
54
Monument Capital Management
Virginia
$18.3M +$12.7M +129,847 +226%
Truist Financial
55
Truist Financial
North Carolina
$18.1M +$1.81M +18,490 +11%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$18.1M +$267K +2,736 +1%
UCFA
57
United Capital Financial Advisors
Texas
$17.8M -$1.51M -15,429 -8%
IWC
58
Integrated Wealth Concepts
Massachusetts
$17.3M +$343K +3,512 +2%
PAG
59
Private Advisor Group
New Jersey
$17.2M -$1.53M -15,684 -8%
GFA
60
Gallagher Fiduciary Advisors
Illinois
$16.7M -$1.21M -12,352 -7%
MML Investors Services
61
MML Investors Services
Massachusetts
$16.4M +$560K +5,739 +4%
RWP
62
RWA Wealth Partners
Massachusetts
$14.8M -$7.85M -80,393 -35%
1WM
63
1900 Wealth Management
Texas
$14.5M +$5.08M +52,068 +54%
CG
64
Colony Group
Massachusetts
$14.4M +$482K +4,932 +3%
SWM
65
Spire Wealth Management
Virginia
$14.3M +$615K +6,303 +4%
CIC
66
Cutler Investment Counsel
Oregon
$14M +$13.6M +139,382 +3,280%
M&T Bank
67
M&T Bank
New York
$13.3M -$1.27M -13,034 -9%
AWA
68
Amplius Wealth Advisors
Pennsylvania
$13.3M -$149K -1,531 -1%
HI
69
Hudock Inc
Pennsylvania
$13.3M -$91.7K -939 -0.7%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$13.1M +$2.59M +26,533 +25%
Stifel Financial
71
Stifel Financial
Missouri
$13.1M -$77.3K -792 -0.6%
AWM
72
AE Wealth Management
Kansas
$13.1M -$3.89M -39,872 -23%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$13.1M -$887K -9,082 -6%
CWA
74
Canvas Wealth Advisors
Kansas
$12.5M -$131K -1,315 -1%
FAIM
75
Financial Advocates Investment Management
Washington
$12.4M +$5.49M +81,150 +79%
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