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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.25B
2
Morgan Stanley
2
Morgan Stanley
New York
$712M
3
VFPW
3
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M
4
MWM
4
Modera Wealth Management
New Jersey
$22.5M
5
PBF
5
Petix & Botte Financial
California
$24.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$110M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$28.7M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$9.4M
4
RJA
4
Raymond James & Associates
Florida
$75.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEM
76
Strategic Equity Management
Arizona
$8.93M +$88.6K +839 +1%
CSWG
77
Cardinal Strategic Wealth Guidance
Kentucky
$8.7M +$3.5M +33,168 +68%
HSG
78
Helen Stephens Group
Texas
$8.64M +$1.39M +13,178 +19%
FAIM
79
Financial Advocates Investment Management
Washington
$8.48M +$922K +8,727 +12%
SWA
80
Strategies Wealth Advisors
Michigan
$8.11M +$8.66K +82 +0.1%
WWM
81
Western Wealth Management
Colorado
$7.87M +$2.76M +26,104 +54%
WA
82
Win Advisors
Florida
$7.71M -$13.5M -127,754 -64%
SF
83
Symphony Financial
Texas
$7.68M +$4.6M +48,799 +149%
IWM
84
IHT Wealth Management
Illinois
$7.65M -$1M -9,494 -12%
BFWA
85
Benchmark Financial Wealth Advisors
Florida
$7.4M +$11.1K +105 +0.2%
SPIA
86
Steward Partners Investment Advisory
New York
$7.37M +$6.06M +57,315 +462%
MCM
87
Mitchell Capital Management
Kansas
$7.35M +$1.3M +12,338 +22%
US Bancorp
88
US Bancorp
Minnesota
$7.26M -$270K -2,559 -4%
F
89
F3Logic
Minnesota
$7M +$3.94M +37,296 +129%
TFS
90
Thoroughbred Financial Services
Tennessee
$5.72M +$299K +2,826 +6%
CFA
91
Cahill Financial Advisors
Minnesota
$5.61M +$1.72M +16,257 +44%
Creative Planning
92
Creative Planning
Kansas
$5.57M -$110K -1,043 -2%
GLA
93
Good Life Advisors
Pennsylvania
$5.2M -$470K -4,446 -8%
SFPG
94
Stonebridge Financial Planning Group
Florida
$5.18M +$56.3K +533 +1%
SWP
95
Stratos Wealth Partners
Ohio
$5.07M -$225K -2,134 -4%
CA
96
Cornerstone Advisory
Maryland
$4.92M -$33.1K -313 -0.7%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$4.9M +$41.4K +392 +0.9%
QC
98
Quent Capital
New York
$4.86M +$1.57M +14,840 +48%
FHC
99
First Heartland Consultants
Missouri
$4.58M +$508K +4,804 +12%
CCM
100
Coldstream Capital Management
Washington
$4.57M -$76.2K -721 -2%
2 3
4
5 6