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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
LPL Financial
LPL Financial
California
$1.31B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$688M
4
Osaic Holdings
Osaic Holdings
Arizona
$51.4M
5
AWM
AE Wealth Management
Kansas
$25.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.39B
2
Fidelity International
Fidelity International
Bermuda
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.44M
4
UBS Group
UBS Group
Switzerland
$128M
5
FAIM
Financial Advocates Investment Management
Washington
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$18.8M -$135K -1,424 -0.7%
EWA
52
ERTS Wealth Advisors
Michigan
$17.4M +$7.13M +75,137 +69%
MCM
53
Monument Capital Management
Virginia
$17M -$725K -7,649 -4%
HR
54
Howe & Rusling
New York
$16.8M +$5.08M +53,577 +43%
PAG
55
Private Advisor Group
New Jersey
$16.7M +$20.7K +218 +0.1%
CI
56
CX Institutional
Indiana
$16.6M +$6.12M +64,485 +58%
Kayne Anderson Rudnick Investment Management
57
Kayne Anderson Rudnick Investment Management
California
$16.6M +$10.1M +106,475 +156%
UCFA
58
United Capital Financial Advisors
Texas
$16.6M -$750K -7,908 -4%
SC
59
Savant Capital
Illinois
$16.3M -$1.91M -20,123 -10%
1WM
60
1900 Wealth Management
Texas
$15.8M +$1.76M +18,523 +12%
IWC
61
Integrated Wealth Concepts
Massachusetts
$15.7M -$1.04M -10,993 -6%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$15.4M +$2.69M +28,324 +21%
MML Investors Services
63
MML Investors Services
Massachusetts
$15.4M -$523K -5,515 -3%
Truist Financial
64
Truist Financial
North Carolina
$15.2M -$2.47M -26,026 -14%
Stifel Financial
65
Stifel Financial
Missouri
$14.8M +$2.09M +22,070 +16%
CIC
66
Cutler Investment Counsel
Oregon
$14M +$364K +3,820 +3%
SWM
67
Spire Wealth Management
Virginia
$13.9M +$36.5K +385 +0.3%
CG
68
Colony Group
Massachusetts
$13.6M -$330K -3,485 -2%
RWP
69
RWA Wealth Partners
Massachusetts
$13.6M -$767K -8,087 -5%
SF
70
Symphony Financial
Texas
$13M +$6.02M +63,220 +87%
HI
71
Hudock Inc
Pennsylvania
$12.8M -$138K -1,458 -1%
AWA
72
Amplius Wealth Advisors
Pennsylvania
$12.7M -$221K -2,332 -2%
M&T Bank
73
M&T Bank
New York
$12.1M -$848K -8,926 -7%
CP
74
Coho Partners
Pennsylvania
$12M +$1.45M +15,295 +14%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$12M -$676K -7,125 -5%
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