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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

104 hedge funds and large institutions have $356M invested in iShares Core S&P US Growth ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
32
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$68.4M
2
SPC
2
Sigma Planning Corp
Michigan
$8.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.1M
4
Bank of America
4
Bank of America
North Carolina
$39.6M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.46M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$219K
3
HI
3
Horizon Investments
North Carolina
$0
4
GF
4
Gerstein Fisher
New York
$2.43M
5
Ameriprise
5
Ameriprise
Minnesota
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
76
Riverbridge Partners
Minnesota
$216K +$216K +5,084 New
WA
77
WBH Advisory
Maryland
$211K +$1.57K +37 +0.7%
AEPG
78
American Economic Planning Group
New Jersey
$202K -$202K -2,471 -50%
LAM
79
Lebenthal Asset Management
New York
$202K +$202K +4,740 New
PCP
80
Proficio Capital Partners
Massachusetts
$160K -$160K -3,770 -50%
CFA
81
Carroll Financial Associates
North Carolina
$160K – – –
BBHC
82
Brown Brothers Harriman & Co
New York
$151K – – –
MA
83
MCF Advisors
Kentucky
$147K +$42.1K +991 +40%
PG
84
Patten Group
Tennessee
$121K +$65K +1,558 +116%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$105K +$76.3K +1,800 +265%
MMG
86
Monetary Management Group
Missouri
$79K – – –
CWM
87
Concert Wealth Management
California
$41K +$41K +962 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
ASN
89
Advisory Services Network
Georgia
$39K +$84 +2 +0.2%
IWM
90
Integrated Wealth Management
California
$31K – – –
GWM
91
Geneos Wealth Management
Colorado
$31K – – –
NFG
92
Next Financial Group
Texas
$21K +$21K +490 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$21K +$21K +500 New
Creative Planning
94
Creative Planning
Kansas
$17K – – –
LCM
95
Liberty Capital Management
Michigan
$14K +$14K +330 New
AIM
96
Anchor Investment Management
South Carolina
$8.51K – – –
MWP
97
MYCIO Wealth Partners
Pennsylvania
$6K – – –
Mariner
98
Mariner
Kansas
$6K +$6K +130 New
OSNBOA
99
Old Second National Bank of Aurora
Illinois
$4K – – –
WEC
100
Winslow Evans & Crocker
Massachusetts
$3.4K – – –
1 2 3
4
5