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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.9%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$949M
2
Fidelity International
2
Fidelity International
Bermuda
$60.8M
3
Bank of America
3
Bank of America
North Carolina
$3.64B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$692M
5
FWI
5
Facet Wealth Inc
Maryland
$77.3M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$169M
2
Amundi
2
Amundi
France
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$14.8M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
76
Howe & Rusling
New York
$12.1M +$640K +6,550 +6%
HSG
77
Helen Stephens Group
Texas
$11.9M +$291K +2,985 +3%
KAS
78
Kestra Advisory Services
Texas
$11.2M +$205K +2,099 +2%
CP
79
Coho Partners
Pennsylvania
$10.9M +$573K +5,871 +6%
CI
80
CX Institutional
Indiana
$10.8M +$520K +5,323 +5%
Goldman Sachs
81
Goldman Sachs
New York
$10.8M +$493K +5,053 +5%
RWPA
82
Richard W. Paul & Associates
Michigan
$10.6M +$299K +3,062 +3%
EWA
83
ERTS Wealth Advisors
Michigan
$10.6M -$503K -5,153 -5%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$10.4M -$3.61M -36,957 -26%
EWP
85
Elevation Wealth Partners
California
$10.4M +$2.48M +24,989 +32%
OIA
86
OneDigital Investment Advisors
Kansas
$9.74M -$444K -4,549 -4%
IWMWV
87
Ironwood Wealth Management (West Virginia)
West Virginia
$9.55M +$17.6K +182 +0.2%
PIAS
88
PCA Investment Advisory Services
Ohio
$9.43M -$562K -5,756 -6%
FC
89
Financial Council
Maryland
$9.3M -$664K -6,804 -7%
KPWS
90
Kestra Private Wealth Services
Texas
$8.72M +$7.05M +72,197 +423%
VFPW
91
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.71M +$556K +5,693 +7%
BWM
92
Birchcreek Wealth Management
Ohio
$8.64M +$1.51M +15,471 +21%
GSIS
93
Global Strategic Investment Solutions
Arizona
$8.54M -$95.6K -979 -1%
AI
94
Atria Investments
North Carolina
$8.4M -$463K -4,747 -5%
RWA
95
Rooted Wealth Advisors
Illinois
$7.92M +$7.66M +78,451 +2,959%
Lido Advisors
96
Lido Advisors
California
$7.87M +$5.86M +60,067 +293%
QC
97
Quent Capital
New York
$7.08M +$165K +1,688 +2%
SF
98
Symphony Financial
Texas
$7.06M +$1.35M +13,972 +24%
CA
99
Cetera Advisors
Colorado
$7.05M +$19.2K +197 +0.3%
CFG
100
Cosner Financial Group
Colorado
$6.79M +$6.79M +69,579 New
2 3
4
5 6