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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
76
Canvas Wealth Advisors
Kansas
$9.44M +$4.38M +52,896 +86%
AWM
77
AE Wealth Management
Kansas
$9.2M +$611K +7,499 +7%
HSG
78
Helen Stephens Group
Texas
$8.83M +$2.08M +25,470 +31%
OIA
79
OneDigital Investment Advisors
Kansas
$8.66M -$346K -4,244 -4%
SWM
80
Spire Wealth Management
Virginia
$8.53M +$144K +1,767 +2%
FC
81
Financial Council
Maryland
$8.43M +$9.7K +119 +0.1%
HR
82
Howe & Rusling
New York
$8.39M -$73.4K -900 -0.9%
IWMWV
83
Ironwood Wealth Management (West Virginia)
West Virginia
$8.21M +$135K +1,619 +2%
Goldman Sachs
84
Goldman Sachs
New York
$7.92M +$722K +8,856 +10%
CA
85
Cetera Advisors
Colorado
$7.88M +$470K +5,768 +6%
FAIM
86
Financial Advocates Investment Management
Washington
$7.63M +$1.25M +15,435 +20%
RWPA
87
Richard W. Paul & Associates
Michigan
$7.61M +$7.61M +93,373 New
GSIS
88
Global Strategic Investment Solutions
Arizona
$7.2M -$241K -2,955 -3%
1WM
89
1900 Wealth Management
Texas
$7.18M +$1.32M +16,143 +22%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$7.17M +$3.98M +48,847 +125%
VFPW
91
Vantage Financial Partners (Wisconsin)
Wisconsin
$7.15M -$2.09M -25,648 -23%
Allspring Global Investments
92
Allspring Global Investments
North Carolina
$7.08M +$5.08M +62,339 +255%
SCP
93
Stevens Capital Partners
Nebraska
$6.72M +$6.72M +82,434 New
MCM
94
Mitchell Capital Management
Kansas
$6.46M +$1.43M +17,508 +28%
WHG
95
Westwood Holdings Group
Texas
$6.33M -$1.61M -19,743 -20%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$5.85M +$4.01M +49,219 +218%
SWAG
97
Spectrum Wealth Advisory Group
California
$5.84M +$5.84M +71,620 New
IWM
98
IHT Wealth Management
Illinois
$5.79M +$87.1K +1,069 +2%
SF
99
Symphony Financial
Texas
$5.56M +$3.75M +44,786 +207%
PWM
100
Perigon Wealth Management
California
$5.55M +$5.55M +68,139 New
2 3
4
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