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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

767 hedge funds and large institutions have $15.8B invested in iShares Core S&P US Growth ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 233 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+78
Holders Change %
+11.32%
% of All Funds
10.21%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
127
Increased
233
Reduced
226
Closed
34
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
-$35K

Top Buyers

1
BTI
Blue Trust Inc
Georgia
$269M
2
LPL Financial
LPL Financial
California
$2.13B
3
Bank of America
Bank of America
North Carolina
$5.5B
4
Fidelity International
Fidelity International
Bermuda
$28.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$121M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$877M
2
FWI
Facet Wealth Inc
Maryland
$100M
3
Corient Private Wealth
Corient Private Wealth
Florida
$21.6M
4
Two Sigma Investments
Two Sigma Investments
New York
$5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$27.4M -$1.04M -7,373 -4%
SWA
52
Strategies Wealth Advisors
Michigan
$27M -$969K -6,689 -3%
PBF
53
Petix & Botte Financial
California
$26.7M -$9.39M -67,401 -26%
SA
54
Sanctuary Advisors
Indiana
$26.6M +$30.1K +209 +0.1%
CIC
55
Cutler Investment Counsel
Oregon
$26.1M +$851K +6,104 +3%
KAS
56
Kestra Advisory Services
Texas
$26M +$8.81M +63,228 +51%
DA
57
Doliver Advisors
Texas
$25.8M -$4.43M -31,825 -15%
HSG
58
Helen Stephens Group
Texas
$24.8M +$2.67M +19,189 +12%
MWM
59
Mascoma Wealth Management
New Hampshire
$24.4M -$953K -6,837 -4%
FWM
60
ForthRight Wealth Management
Georgia
$24.2M -$578K -4,147 -2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$23.6M +$1.51M +10,854 +7%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$22.8M +$333K +2,387 +1%
BlackRock
63
BlackRock
New York
$21.7M -$8.74M -62,751 -29%
Corient Private Wealth
64
Corient Private Wealth
Florida
$21.6M -$52.8M -383,571 -71%
VA
65
Valmark Advisers
Ohio
$21.4M +$7.56M +54,253 +55%
FAIM
66
Financial Advocates Investment Management
Washington
$20.4M +$413K +2,966 +2%
AI
67
Atria Investments
North Carolina
$20.1M -$897K -6,435 -4%
PS
68
Principal Securities
Iowa
$19.5M +$300K +2,156 +2%
GFA
69
Gallagher Fiduciary Advisors
Illinois
$19.2M -$241K -1,732 -1%
IWC
70
Integrated Wealth Concepts
Massachusetts
$18.7M -$968K -6,946 -5%
HI
71
Hudock Inc
Pennsylvania
$18.6M -$170K -1,218 -0.9%
NB
72
NBT Bank
New York
$17.7M +$1.03M +7,368 +6%
Stifel Financial
73
Stifel Financial
Missouri
$17.5M +$373K +2,674 +2%
RWP
74
RWA Wealth Partners
Massachusetts
$17.1M -$1.45M -10,407 -8%
VAMG
75
Voisard Asset Management Group
Michigan
$17M +$15.2M +109,171 +842%
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