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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

362 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
33
Increased
111
Reduced
136
Closed
33
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$19K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$141M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$85.9M
3
RAM
Riggs Asset Management
Pennsylvania
$6.98M
4
DA
Doliver Advisors
Texas
$18.2M
5
UBS Group
UBS Group
Switzerland
$266M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.36B
2
LPL Financial
LPL Financial
California
$1.02B
3
TI
tru Independence
Oregon
$1.04M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$463M
5
Morgan Stanley
Morgan Stanley
New York
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
76
WealthShield Partners
North Carolina
$3.95M +$548K +6,851 +16%
SWP
77
Stratos Wealth Partners
Ohio
$3.94M +$176K +2,195 +5%
CCM
78
Coldstream Capital Management
Washington
$3.9M -$554K -6,924 -12%
SFPG
79
Stonebridge Financial Planning Group
Florida
$3.81M +$358K +4,317 +10%
HR
80
Howe & Rusling
New York
$3.73M +$1.43M +17,943 +63%
TF
81
TIAA FSB
Florida
$3.61M -$504K -6,304 -12%
TFS
82
Thoroughbred Financial Services
Tennessee
$3.54M -$27.1K -339 -0.8%
CA
83
Cornerstone Advisory
Maryland
$3.46M -$298K -3,727 -8%
Nomura Asset Management
84
Nomura Asset Management
Japan
$3.43M – – –
FFG
85
Ford Financial Group
California
$3.43M -$508K -6,348 -13%
PWAP
86
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.41M +$290K +3,628 +9%
HCM
87
Hollencrest Capital Management
California
$3.33M – – –
GSWM
88
Golden State Wealth Management
California
$3.25M -$659K -8,239 -17%
SF
89
Symphony Financial
Texas
$3.12M -$264K -3,304 -8%
IA
90
IndexIQ Advisors
New York
$3.11M +$2.87M +35,905 +1,206%
CCM
91
Colorado Capital Management
Colorado
$2.99M +$4.17K +52 +0.1%
FAIM
92
Financial Advocates Investment Management
Washington
$2.98M +$278K +3,470 +10%
FAAS
93
First Allied Advisory Services
California
$2.87M -$75.6K -945 -3%
CFGS
94
Concourse Financial Group Securities
Alabama
$2.84M -$465K -5,818 -14%
CI
95
CX Institutional
Indiana
$2.77M -$99K -1,238 -3%
SPC
96
Sigma Planning Corp
Michigan
$2.73M -$129K -1,616 -5%
NCM
97
Neumann Capital Management
California
$2.56M -$40K -500 -2%
CRCM
98
Corbett Road Capital Management
Virginia
$2.52M -$396K -4,951 -14%
HA
99
HYA Advisors
Missouri
$2.51M +$126K +1,573 +5%
SFSG
100
Sound Financial Strategies Group
Mississippi
$2.49M -$49K -613 -2%
2 3
4
5 6