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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

92 hedge funds and large institutions have $357M invested in iShares Core S&P US Growth ETF in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
13
Increased
25
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FBFS
First Business Financial Services
Wisconsin
$20.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.3M
3
LPL Financial
LPL Financial
California
$27.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$4.5M
5
LPT
Legacy Private Trust
Wisconsin
$9.79M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$151K
2
Bank of America
Bank of America
North Carolina
$37.9M
3
Wells Fargo
Wells Fargo
California
$49.2M
4
RJA
Raymond James & Associates
Florida
$3.46M
5
Jane Street
Jane Street
New York
$254K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$64K – – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$37K +$37K +922 New
PG
78
Patten Group
Tennessee
$30K – – –
IWM
79
Integrated Wealth Management
California
$30K – – –
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$27K +$27K +678 New
UFA
81
US Financial Advisors
Massachusetts
$17K -$27.8K -696 -62%
ASN
82
Advisory Services Network
Georgia
$17K – – –
Creative Planning
83
Creative Planning
Kansas
$16K -$24.4K -610 -60%
MMG
84
Monetary Management Group
Missouri
$14K – – –
AIM
85
Anchor Investment Management
South Carolina
$8.11K +$8.11K +200 New
BlackRock
86
BlackRock
New York
$7K -$1.08K -26 -13%
MWP
87
MYCIO Wealth Partners
Pennsylvania
$5K – – –
WEC
88
Winslow Evans & Crocker
Massachusetts
$3.24K – – –
WTC
89
WhitTier Trust Company
Nevada
$3K – – –
OSNBOA
90
Old Second National Bank of Aurora
Illinois
$3K – – –
TCM
91
Tran Capital Management
California
– -$5.29M -130,206 Closed
William Blair Investment Management
92
William Blair Investment Management
Illinois
– -$4.02M -98,946 Closed
CWM
93
Calamos Wealth Management
Illinois
– -$3M -73,974 Closed
ORI
94
Oak Ridge Investments
Illinois
– -$2.49M -61,244 Closed
Westfield Capital Management
95
Westfield Capital Management
Massachusetts
– -$2.11M -51,930 Closed
Calamos Advisors
96
Calamos Advisors
Illinois
– -$932K -22,960 Closed
WIM
97
Waverton Investment Management
United Kingdom
– -$834K -20,538 Closed
ACM
98
Aviance Capital Management
Florida
– -$659K -16,252 Closed
WI
99
WrapManager Inc
California
– -$617K -15,206 Closed
AEPG
100
American Economic Planning Group
New Jersey
– -$332K -8,180 Closed
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