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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
2
Wells Fargo
California
$176M
3
RJA
3
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$669M
5
LPL Financial
5
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.41B
2
AWM
2
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$9.73M +$358K +3,095 +4%
SEM
77
Strategic Equity Management
Arizona
$9.67M +$9.67M +83,651 New
IWM
78
IHT Wealth Management
Illinois
$9.47M -$17K -147 -0.2%
SWA
79
Strategies Wealth Advisors
Michigan
$8.87M +$8.87M +76,679 New
RP
80
Riverbridge Partners
Minnesota
$8.71M +$6.92M +59,814 +386%
WA
81
Wealthstar Advisors
Texas
$8.59M +$8.59M +74,337 New
FAIM
82
Financial Advocates Investment Management
Washington
$8.27M +$957K +8,278 +13%
US Bancorp
83
US Bancorp
Minnesota
$8.24M -$115K -992 -1%
BFWA
84
Benchmark Financial Wealth Advisors
Florida
$8.08M -$136K -1,173 -2%
ECG
85
Edge Capital Group
Georgia
$8.06M +$1.9M +16,411 +31%
HSG
86
Helen Stephens Group
Texas
$7.93M +$7.93M +68,584 New
SWA
87
Stratos Wealth Advisors
Ohio
$7.32M +$4.41M +38,145 +152%
CGA
88
Crescent Grove Advisors
Illinois
$6.85M +$6.85M +59,197 New
MCM
89
Mitchell Capital Management
Kansas
$6.62M -$526K -4,548 -7%
WP
90
WealthShield Partners
North Carolina
$6.59M +$2.82M +24,404 +75%
Creative Planning
91
Creative Planning
Kansas
$6.22M +$1.9M +16,398 +44%
GLA
92
Good Life Advisors
Pennsylvania
$6.21M -$1.04M -9,036 -14%
TFS
93
Thoroughbred Financial Services
Tennessee
$5.93M +$265K +2,292 +5%
SWP
94
Stratos Wealth Partners
Ohio
$5.8M -$79.7K -689 -1%
CSWG
95
Cardinal Strategic Wealth Guidance
Kentucky
$5.68M +$92.9K +803 +2%
WWM
96
Western Wealth Management
Colorado
$5.6M +$5.6M +48,406 New
CA
97
Cornerstone Advisory
Maryland
$5.42M +$394K +3,410 +8%
UIA
98
Ulland Investment Advisors
Minnesota
$5.39M +$5.39M +46,642 New
HF
99
HRT Financial
New York
$5.38M +$5.38M +46,557 New
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$5.32M +$1.22M +10,539 +30%
2 3
4
5 6