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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
51
Doliver Advisors
Texas
$28.6M -$8.11M -61,471 -22%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$26.7M -$29.1M -220,254 -52%
AAS
53
Avantax Advisory Services
Texas
$26.1M -$687K -5,211 -3%
PAG
54
Private Advisor Group
New Jersey
$26M +$2.27M +17,184 +10%
SWA
55
Strategies Wealth Advisors
Michigan
$25.5M -$1.56M -11,840 -6%
SA
56
Sanctuary Advisors
Indiana
$25.4M -$244K -1,775 -1%
MWM
57
Mascoma Wealth Management
New Hampshire
$24M -$638K -4,839 -3%
CIC
58
Cutler Investment Counsel
Oregon
$23.9M +$1.34M +10,131 +6%
FWM
59
ForthRight Wealth Management
Georgia
$23.4M -$1.97M -14,940 -8%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$21.2M -$1.12M -8,505 -5%
HSG
61
Helen Stephens Group
Texas
$21M +$1.46M +11,101 +8%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$20.9M +$12.1M +91,671 +138%
AI
63
Atria Investments
North Carolina
$19.9M +$1.9M +14,380 +11%
FAIM
64
Financial Advocates Investment Management
Washington
$18.9M +$2.31M +17,519 +14%
IWC
65
Integrated Wealth Concepts
Massachusetts
$18.6M -$953K -7,222 -5%
GFA
66
Gallagher Fiduciary Advisors
Illinois
$18.4M +$1.33M +10,103 +8%
PS
67
Principal Securities
Iowa
$18.2M +$329K +2,492 +2%
SWM
68
Spire Wealth Management
Virginia
$18M -$1M -7,611 -5%
HI
69
Hudock Inc
Pennsylvania
$17.8M -$65.7K -498 -0.4%
RWP
70
RWA Wealth Partners
Massachusetts
$17.6M -$449K -3,406 -2%
KAS
71
Kestra Advisory Services
Texas
$16.2M -$25M -189,636 -61%
Stifel Financial
72
Stifel Financial
Missouri
$16.2M +$4.22K +32 +0%
SC
73
Savant Capital
Illinois
$15.9M -$3.47M -26,294 -18%
NB
74
NBT Bank
New York
$15.8M +$1.43M +10,819 +10%
EWP
75
Elevation Wealth Partners
California
$15.7M -$31.9K -242 -0.2%
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