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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

251 hedge funds and large institutions have $3.52B invested in iShares Core S&P US Growth ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+34
Holders Change %
+15.67%
% of All Funds
5.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
69
Increased
89
Reduced
52
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$170M
2
ClearBridge Investments
ClearBridge Investments
New York
+$80.6M
3
Wells Fargo
Wells Fargo
California
+$48.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.8M
5
Morgan Stanley
Morgan Stanley
New York
+$39.1M

Top Sellers

1
AC
Alleghany Corporation
New York
-$93.9M
2
CWM
Cornerstone Wealth Management
Missouri
-$40.1M
3
AG
Advisor Group
Arizona
-$20.8M
4
Jane Street
Jane Street
New York
-$15M
5
PAG
Private Advisor Group
New Jersey
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
76
White Lighthouse Investment Management
Massachusetts
$2.21M +$83.7K +1,588 +4%
RP
77
Riverbridge Partners
Minnesota
$2.16M +$2.16M +41,044 New
SPC
78
Sigma Planning Corp
Michigan
$2.16M -$1.25M -23,634 -37%
IA
79
IFP Advisors
Florida
$2.04M -$1.72M -32,966 -46%
PSUF
80
People's United Financial
Connecticut
$2M +$607K +11,512 +43%
WPSG
81
Wealth & Pension Services Group
Georgia
$1.96M +$1.96M +37,089 New
W
82
Wealthquest
Ohio
$1.86M +$1.86M +35,354 New
AFG
83
Albion Financial Group
Utah
$1.74M +$16.4K +311 +0.9%
NCM
84
Neumann Capital Management
California
$1.71M -$102K -1,927 -6%
PD
85
Planning Directions
Pennsylvania
$1.65M -$10.7K -204 -0.6%
FCI
86
Financial Counselors Inc
Kansas
$1.62M – – –
Nomura Asset Management
87
Nomura Asset Management
Japan
$1.58M -$1.54M -29,200 -49%
PWAP
88
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.48M +$181K +3,440 +14%
FCA
89
FinTrust Capital Advisors
South Carolina
$1.48M +$1.48M +28,141 New
SPIA
90
Strategic Point Investment Advisors
Rhode Island
$1.46M -$34.8K -660 -2%
CFGS
91
Concourse Financial Group Securities
Alabama
$1.41M +$825K +15,663 +142%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$1.38M +$1.1M +20,791 +381%
UCFA
93
United Capital Financial Advisors
Texas
$1.37M +$1.37M +26,061 New
CA
94
Cetera Advisors
Colorado
$1.35M +$102K +1,941 +8%
JFG
95
JMG Financial Group
Illinois
$1.32M – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$50.4K +956 +4%
CGL
97
Clarius Group LLC
Washington
$1.24M – – –
CFA
98
Carroll Financial Associates
North Carolina
$1.23M +$471K +8,802 +62%
CCA
99
Clearwater Capital Advisors
Illinois
$1.2M -$386K -7,326 -24%
BFC
100
Bedel Financial Consulting
Indiana
$1.19M -$45.5K -864 -4%
2 3
4
5 6