IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.81B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$460M
3
LPL Financial
LPL Financial
California
$928M
4
ClearBridge Investments
ClearBridge Investments
New York
$30M
5
Wells Fargo
Wells Fargo
California
$128M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$82.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$71M
3
GSWM
Golden State Wealth Management
California
$0
4
EWA
ERTS Wealth Advisors
Michigan
$10.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
76
Good Life Advisors
Pennsylvania
$3.28M +$145K +2,148 +5%
WP
77
WealthShield Partners
North Carolina
$3.18M +$172K +2,541 +6%
CRCM
78
Corbett Road Capital Management
Virginia
$3.18M +$3.18M +46,990 New
AWM
79
AE Wealth Management
Kansas
$3.13M +$2.7M +39,943 +625%
SPC
80
Sigma Planning Corp
Michigan
$3.03M -$27.5K -406 -0.9%
FFG
81
Ford Financial Group
California
$2.98M +$62.2K +919 +2%
KC
82
Kingfisher Capital
North Carolina
$2.96M -$69.1K -1,021 -2%
SWP
83
Stratos Wealth Partners
Ohio
$2.87M +$164K +2,422 +6%
HCM
84
Hollencrest Capital Management
California
$2.85M -$9.81K -145 -0.3%
Kayne Anderson Rudnick Investment Management
85
Kayne Anderson Rudnick Investment Management
California
$2.73M +$2.31M +34,196 +551%
SFPG
86
Stonebridge Financial Planning Group
Florida
$2.69M +$2.69M +39,793 New
FNBOH
87
First National Bank of Hutchinson
Kansas
$2.69M -$265K -3,915 -9%
CFGS
88
Concourse Financial Group Securities
Alabama
$2.68M +$1.51M +22,359 +130%
OAM
89
Oppenheimer Asset Management
New York
$2.56M +$2.54M +37,562 +17,552%
GP
90
Greenline Partners
New York
$2.49M – – –
TFS
91
Thoroughbred Financial Services
Tennessee
$2.48M +$189K +2,798 +8%
WLIM
92
White Lighthouse Investment Management
Massachusetts
$2.47M -$16.9K -250 -0.7%
CCM
93
Colorado Capital Management
Colorado
$2.37M +$18.2K +269 +0.8%
TCWM
94
Total Clarity Wealth Management
Illinois
$2.34M +$2.34M +34,617 New
WWM
95
Western Wealth Management
Colorado
$2.31M -$860K -12,713 -27%
PWAP
96
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.28M +$2.66K +38 +0.1%
SFSG
97
Sound Financial Strategies Group
Mississippi
$2.21M +$2.21M +32,693 New
NCM
98
Neumann Capital Management
California
$2.2M – – –
W
99
Wealthquest
Ohio
$2.17M -$65.1K -963 -3%
SS
100
Simplicity Solutions
Minnesota
$2.16M +$2.16M +31,993 New
2 3
4
5 6