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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

678 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+40
Holders Change %
+6.27%
% of All Funds
9.86%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
88
Increased
226
Reduced
203
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.85B
2
Morgan Stanley
Morgan Stanley
New York
$1.64B
3
LPL Financial
LPL Financial
California
$1.88B
4
CFG
Citizens Financial Group
Rhode Island
$82.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$53.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
2
CP
Coho Partners
Pennsylvania
$1.84M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$873M
4
HighTower Advisors
HighTower Advisors
Illinois
$71.8M
5
BlackRock
BlackRock
New York
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$28.7M -$902K -7,079 -3%
ECG
52
Edge Capital Group
Georgia
$27.9M +$1.92M +15,065 +7%
MML Investors Services
53
MML Investors Services
Massachusetts
$27.5M -$941K -7,383 -3%
William Blair & Company
54
William Blair & Company
Illinois
$26.3M +$1.78M +13,979 +7%
SWA
55
Strategies Wealth Advisors
Michigan
$26.2M -$2.11M -16,572 -7%
AAS
56
Avantax Advisory Services
Texas
$25.9M +$724K +5,678 +3%
FWM
57
ForthRight Wealth Management
Georgia
$24.5M -$1.35M -10,589 -5%
MWM
58
Mascoma Wealth Management
New Hampshire
$23.8M +$575K +4,507 +2%
PAG
59
Private Advisor Group
New Jersey
$23M -$163K -1,278 -0.7%
CIC
60
Cutler Investment Counsel
Oregon
$21.8M -$97.8K -767 -0.4%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$21.6M -$3.7M -29,047 -15%
SA
62
Sanctuary Advisors
Indiana
$21.4M +$21.4M +186,751 New
EWA
63
ERTS Wealth Advisors
Michigan
$19.9M -$1.93M -15,141 -9%
IWC
64
Integrated Wealth Concepts
Massachusetts
$18.9M -$1.79M -14,055 -9%
HSG
65
Helen Stephens Group
Texas
$18.9M +$1.47M +11,515 +8%
SC
66
Savant Capital
Illinois
$18.7M -$1.24M -9,754 -6%
SWM
67
Spire Wealth Management
Virginia
$18.3M -$1.09M -8,613 -6%
RWP
68
RWA Wealth Partners
Massachusetts
$17.4M -$343K -2,690 -2%
AI
69
Atria Investments
North Carolina
$17.4M +$6.8M +53,306 +64%
PS
70
Principal Securities
Iowa
$17.3M +$2.12M +16,599 +14%
HI
71
Hudock Inc
Pennsylvania
$17.3M +$172K +1,351 +1%
GFA
72
Gallagher Fiduciary Advisors
Illinois
$16.5M +$6.19M +48,519 +60%
FAIM
73
Financial Advocates Investment Management
Washington
$16M +$437K +3,430 +3%
Stifel Financial
74
Stifel Financial
Missouri
$15.7M +$196K +1,537 +1%
AWA
75
Amplius Wealth Advisors
Pennsylvania
$15.3M -$755K -5,926 -5%
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3
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