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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$222M
3
Bank of America
3
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$45.4M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
AWM
3
AE Wealth Management
Kansas
$16.1M
4
AAMA
4
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
51
Natixis Advisors
Massachusetts
$19.7M +$2.81M +26,975 +17%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$19.2M +$19.2M +184,890 New
EWA
53
ERTS Wealth Advisors
Michigan
$19.1M +$22.6K +217 +0.1%
PAG
54
Private Advisor Group
New Jersey
$18.8M +$473K +4,543 +3%
SC
55
Savant Capital
Illinois
$17.8M -$135K -1,301 -0.8%
MCM
56
Monument Capital Management
Virginia
$17.7M -$994K -9,552 -5%
CI
57
CX Institutional
Indiana
$17.6M -$590K -5,671 -3%
Truist Financial
58
Truist Financial
North Carolina
$17.2M +$528K +5,072 +3%
SWM
59
Spire Wealth Management
Virginia
$16.7M +$900K +8,386 +6%
CIC
60
Cutler Investment Counsel
Oregon
$16.6M +$1.25M +11,979 +8%
IWC
61
Integrated Wealth Concepts
Massachusetts
$16.5M -$722K -6,940 -4%
AWM
62
AE Wealth Management
Kansas
$16.1M -$12.6M -116,037 -44%
MML Investors Services
63
MML Investors Services
Massachusetts
$15.6M -$1.33M -12,740 -8%
RWP
64
RWA Wealth Partners
Massachusetts
$15.4M +$549K +5,272 +4%
CP
65
Coho Partners
Pennsylvania
$15M +$1.75M +16,817 +13%
Stifel Financial
66
Stifel Financial
Missouri
$14.9M -$1.34M -12,863 -8%
HI
67
Hudock Inc
Pennsylvania
$14.1M +$125K +1,196 +0.9%
AWA
68
Amplius Wealth Advisors
Pennsylvania
$13.9M -$416 -4 -0%
HSG
69
Helen Stephens Group
Texas
$13.4M +$755K +7,248 +6%
CWA
70
Canvas Wealth Advisors
Kansas
$12.8M +$524K +5,005 +4%
FAIM
71
Financial Advocates Investment Management
Washington
$12.5M +$112K +1,078 +0.9%
AAMA
72
Advanced Asset Management Advisors
Ohio
$12.5M -$12.5M -120,000 -50%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$11.9M -$1.28M -12,305 -10%
M&T Bank
74
M&T Bank
New York
$11.9M -$1.39M -13,329 -10%
UCFA
75
United Capital Financial Advisors
Texas
$11.7M -$6.46M -62,053 -36%
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