IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.84B
2
Morgan Stanley
Morgan Stanley
New York
$605M
3
CCMG
Clark Capital Management Group
Pennsylvania
$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$125M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$462M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.41M
2
IWS
Insight Wealth Strategies
California
$623K
3
CG
Colony Group
Massachusetts
$0
4
MAM
Madison Asset Management
Wisconsin
$2.72M
5
GM
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$7.06M -$111K -1,329 -2%
SWA
77
Strategies Wealth Advisors
Michigan
$7.01M +$584K +6,980 +9%
CFA
78
Cahill Financial Advisors
Minnesota
$6.34M +$1.9M +22,696 +43%
MCM
79
Mitchell Capital Management
Kansas
$6.13M +$308K +3,684 +5%
WWM
80
Western Wealth Management
Colorado
$6.11M -$128K -1,528 -2%
Stifel Financial
81
Stifel Financial
Missouri
$5.98M -$1.31M -15,622 -18%
IWM
82
IHT Wealth Management
Illinois
$5.73M -$330K -3,945 -5%
BFWA
83
Benchmark Financial Wealth Advisors
Florida
$5.55M -$309K -3,691 -5%
FAIM
84
Financial Advocates Investment Management
Washington
$5.48M -$1.23M -14,719 -18%
US Bancorp
85
US Bancorp
Minnesota
$5.35M -$401K -4,786 -7%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$5M +$2.72M +32,525 +120%
SEM
87
Strategic Equity Management
Arizona
$4.89M -$2.18M -26,043 -31%
CWA
88
Canvas Wealth Advisors
Kansas
$4.76M +$2.27M +27,175 +91%
1WM
89
1900 Wealth Management
Texas
$4.68M +$2.17M +25,930 +86%
BWM
90
Birchcreek Wealth Management
Ohio
$4.64M +$1.29M +15,443 +39%
Creative Planning
91
Creative Planning
Kansas
$4.6M +$186K +2,225 +4%
QC
92
Quent Capital
New York
$4.54M +$691K +8,258 +18%
CCM
93
Coldstream Capital Management
Washington
$4.51M +$891K +10,645 +25%
TFS
94
Thoroughbred Financial Services
Tennessee
$4.45M -$77.5K -926 -2%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$4.41M +$533K +6,364 +14%
SF
96
Symphony Financial
Texas
$4.41M -$2.55M -29,869 -37%
AI
97
Atria Investments
North Carolina
$4.22M +$2.69M +32,163 +176%
MWA
98
Motive Wealth Advisors
Michigan
$4.14M +$1.03M +12,276 +33%
SFPG
99
Stonebridge Financial Planning Group
Florida
$4.11M +$5.86K +70 +0.1%
SWP
100
Stratos Wealth Partners
Ohio
$3.99M -$26.8K -320 -0.7%
2 3
4
5 6