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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
76
Ford Financial Group
California
$2.88M +$358K +6,270 +14%
TFS
77
Thoroughbred Financial Services
Tennessee
$2.84M +$744K +13,026 +35%
SWP
78
Stratos Wealth Partners
Ohio
$2.81M +$392K +6,858 +16%
GLA
79
Good Life Advisors
Pennsylvania
$2.68M -$89.7K -1,570 -3%
CFW
80
CA Family Wealth
California
$2.64M -$1.8M -31,520 -41%
WP
81
WealthShield Partners
North Carolina
$2.61M -$73.1K -1,281 -3%
GSWM
82
Golden State Wealth Management
California
$2.57M +$2.57M +45,094 New
SF
83
Symphony Financial
Texas
$2.57M +$2.57M +44,367 New
CCM
84
Colorado Capital Management
Colorado
$2.46M +$460K +8,055 +23%
SFPG
85
Stonebridge Financial Planning Group
Florida
$2.41M -$8.62K -142 -0.4%
HCM
86
Hollencrest Capital Management
California
$2.38M -$31.8K -557 -1%
KC
87
Kingfisher Capital
North Carolina
$2.37M -$128K -2,236 -5%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$2.35M +$646K +11,319 +38%
CFGS
89
Concourse Financial Group Securities
Alabama
$2.31M +$44.3K +776 +2%
PWAP
90
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.28M +$202K +3,165 +10%
CA
91
Cetera Advisors
Colorado
$2.17M +$809K +14,164 +60%
CRCM
92
Corbett Road Capital Management
Virginia
$2.12M -$564K -9,884 -21%
GP
93
Greenline Partners
New York
$2.08M -$21.4K -375 -1%
SPC
94
Sigma Planning Corp
Michigan
$2.01M -$541K -9,470 -21%
ORI
95
Oak Ridge Investments
Illinois
$2.01M +$970K +16,987 +93%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1.97M – – –
FAIM
97
Financial Advocates Investment Management
Washington
$1.88M +$316K +5,539 +20%
NCM
98
Neumann Capital Management
California
$1.86M – – –
SFSG
99
Sound Financial Strategies Group
Mississippi
$1.81M -$58.8K -1,029 -3%
WLIM
100
White Lighthouse Investment Management
Massachusetts
$1.76M -$319K -5,590 -15%
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4
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