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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

151 hedge funds and large institutions have $1.34B invested in iShares Core S&P US Growth ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+26
Holders Change %
+20.8%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
31
Increased
63
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$146M
2
AC
Alleghany Corporation
New York
+$138M
3
LPL Financial
LPL Financial
California
+$116M
4
Bank of America
Bank of America
North Carolina
+$60.1M
5
Morgan Stanley
Morgan Stanley
New York
+$22.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$18.4M
2
IAA
Independent Advisor Alliance
North Carolina
-$4.59M
3
Jane Street
Jane Street
New York
-$4.16M
4
SFS
Sowell Financial Services
Arkansas
-$1.39M
5
PAMG
Patton Albertson Miller Group
Tennessee
-$957K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
76
Suntrust Banks
Georgia
$497K +$211K +4,374 +74%
LFAS
77
Level Four Advisory Services
Texas
$464K – – –
RBC
78
Roble Belko & Company
Pennsylvania
$432K -$5.25K -109 -1%
PAMG
79
Patton Albertson Miller Group
Tennessee
$425K -$957K -19,341 -69%
WT
80
Whittier Trust
California
$418K -$193K -4,000 -32%
CL
81
CIM LLC
New York
$412K +$67.5K +1,399 +20%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$403K +$12K +249 +3%
Truist Financial
83
Truist Financial
North Carolina
$385K -$90.7K -1,885 -19%
BWA
84
Burt Wealth Advisors
Maryland
$381K – – –
PJSIMP
85
P.J. Schmidt Investment Management (PJS)
Wisconsin
$375K – – –
BAM
86
Berkshire Asset Management
Pennsylvania
$374K +$374K +7,716 New
ORI
87
Oak Ridge Investments
Illinois
$369K -$89.9K -1,863 -20%
Citigroup
88
Citigroup
New York
$360K +$48.5K +1,006 +16%
WA
89
WBH Advisory
Maryland
$354K +$1.2K +25 +0.3%
FC
90
Financial Consulate
Maryland
$353K +$40.4K +838 +13%
NB
91
Nicolet Bankshares
Wisconsin
$352K – – –
HFA
92
High Falls Advisors
New York
$346K – – –
VFA
93
Voya Financial Advisors
Connecticut
$322K +$65K +1,351 +25%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$311K +$32.3K +672 +12%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$310K +$145 +3 +0%
PWAP
96
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$310K +$310K +6,426 New
FA
97
FDx Advisors
Illinois
$303K +$65.2K +1,351 +27%
PCM
98
Parsons Capital Management
Rhode Island
$300K +$300K +6,217 New
Kayne Anderson Rudnick Investment Management
99
Kayne Anderson Rudnick Investment Management
California
$299K -$3.23K -67 -1%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$299K +$299K +6,206 New
2 3
4
5 6