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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$226M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$71.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$53.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$42.8M
5
Fidelity International
Fidelity International
Bermuda
$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.35B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$45.4M
3
ClearBridge Investments
ClearBridge Investments
New York
$734K
4
Jones Financial Companies
Jones Financial Companies
Missouri
$814M
5
Wells Fargo
Wells Fargo
California
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$24.7M +$3.08M +26,236 +14%
HR
52
Howe & Rusling
New York
$24.4M +$2.14M +18,290 +10%
ECG
53
Edge Capital Group
Georgia
$23.9M +$685K +5,844 +3%
FWM
54
ForthRight Wealth Management
Georgia
$23.8M -$226K -1,924 -0.9%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$23.3M -$903K -7,707 -4%
AAS
56
Avantax Advisory Services
Texas
$23.1M -$1.29K -11 -0%
William Blair & Company
57
William Blair & Company
Illinois
$22.5M -$716K -6,106 -3%
CP
58
Coho Partners
Pennsylvania
$21.7M +$4.88M +41,606 +29%
MWM
59
Mascoma Wealth Management
New Hampshire
$21.4M -$1.31M -11,187 -6%
PAG
60
Private Advisor Group
New Jersey
$21.3M +$130K +1,111 +0.6%
CIC
61
Cutler Investment Counsel
Oregon
$20.1M +$1.45M +12,389 +8%
EWA
62
ERTS Wealth Advisors
Michigan
$20M -$1.52M -12,964 -7%
IWC
63
Integrated Wealth Concepts
Massachusetts
$19M +$393K +3,352 +2%
SC
64
Savant Capital
Illinois
$18.4M -$1.66M -14,140 -8%
RWP
65
RWA Wealth Partners
Massachusetts
$16.3M -$1.06M -9,010 -6%
HSG
66
Helen Stephens Group
Texas
$16M +$850K +7,256 +6%
WA
67
Win Advisors
Florida
$15.9M +$15.9M +136,001 New
PBF
68
Petix & Botte Financial
California
$15.8M -$15.8M -135,057 -50%
HI
69
Hudock Inc
Pennsylvania
$15.7M -$198K -1,690 -1%
AWA
70
Amplius Wealth Advisors
Pennsylvania
$14.7M -$952K -8,120 -6%
FAIM
71
Financial Advocates Investment Management
Washington
$14.5M +$327K +2,759 +2%
Stifel Financial
72
Stifel Financial
Missouri
$14.2M -$2.58M -22,019 -15%
PS
73
Principal Securities
Iowa
$13.9M +$738K +6,300 +6%
EWP
74
Elevation Wealth Partners
California
$13.8M +$1.18M +10,078 +9%
Truist Financial
75
Truist Financial
North Carolina
$13.4M -$5.89M -50,231 -30%
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