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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$804M
2
LPL Financial
LPL Financial
California
$1.2B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$609M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$166M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$491K
2
Wells Fargo
Wells Fargo
California
$88M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$579K
4
RJA
Raymond James & Associates
Florida
$58.6M
5
CI
CX Institutional
Indiana
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
76
Natixis Advisors
Massachusetts
$9.58M +$1.77M +19,916 +23%
CI
77
CX Institutional
Indiana
$9.39M -$20.2M -225,949 -68%
CP
78
Coho Partners
Pennsylvania
$9.38M +$5.9M +66,451 +169%
RWPA
79
Richard W. Paul & Associates
Michigan
$9.37M +$1.08M +12,221 +13%
Goldman Sachs
80
Goldman Sachs
New York
$9.35M +$722K +8,134 +8%
OIA
81
OneDigital Investment Advisors
Kansas
$9.26M -$169K -1,908 -2%
PIAS
82
PCA Investment Advisory Services
Ohio
$9.08M +$9.08M +102,328 New
FAIM
83
Financial Advocates Investment Management
Washington
$9.08M +$720K +8,105 +9%
FC
84
Financial Council
Maryland
$9.06M -$122K -1,369 -1%
IWMWV
85
Ironwood Wealth Management (West Virginia)
West Virginia
$8.76M +$17.3K +195 +0.2%
1WM
86
1900 Wealth Management
Texas
$8.52M +$726K +8,198 +9%
AI
87
Atria Investments
North Carolina
$8.06M -$7.08M -79,774 -47%
SCP
88
Stevens Capital Partners
Nebraska
$7.97M +$652K +7,345 +9%
GSIS
89
Global Strategic Investment Solutions
Arizona
$7.85M +$5.42K +61 +0.1%
VFPW
90
Vantage Financial Partners (Wisconsin)
Wisconsin
$7.41M -$372K -4,192 -5%
FPAS
91
Focus Partners Advisor Solutions
Missouri
$7.17M +$796K +8,962 +12%
EWP
92
Elevation Wealth Partners
California
$7.03M +$7.03M +79,222 New
CFA
93
Cahill Financial Advisors
Minnesota
$6.53M -$8.54M -96,197 -57%
BWM
94
Birchcreek Wealth Management
Ohio
$6.48M +$1.19M +13,433 +23%
CA
95
Cetera Advisors
Colorado
$6.39M -$2.18M -24,598 -25%
QC
96
Quent Capital
New York
$6.28M +$327K +3,687 +5%
PWM
97
Perigon Wealth Management
California
$6.25M +$206K +2,320 +3%
IWM
98
IHT Wealth Management
Illinois
$6.08M -$235K -2,645 -4%
GFG
99
Goldstone Financial Group
Illinois
$5.85M +$5.85M +65,932 New
WHG
100
Westwood Holdings Group
Texas
$5.85M -$1.04M -11,725 -15%
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4
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