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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
LPL Financial
LPL Financial
California
$1.31B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$688M
4
Osaic Holdings
Osaic Holdings
Arizona
$51.4M
5
AWM
AE Wealth Management
Kansas
$25.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.39B
2
Fidelity International
Fidelity International
Bermuda
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.44M
4
UBS Group
UBS Group
Switzerland
$128M
5
FAIM
Financial Advocates Investment Management
Washington
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSG
76
Helen Stephens Group
Texas
$11.6M +$29.5K +311 +0.3%
GFA
77
Gallagher Fiduciary Advisors
Illinois
$11.2M -$4.96M -52,284 -31%
FAIM
78
Financial Advocates Investment Management
Washington
$11.2M -$6.15M -65,112 -35%
CWA
79
Canvas Wealth Advisors
Kansas
$11M -$718K -7,652 -6%
Goldman Sachs
80
Goldman Sachs
New York
$10.8M +$315K +3,319 +3%
KAS
81
Kestra Advisory Services
Texas
$10.5M -$315K -3,318 -3%
Two Sigma Investments
82
Two Sigma Investments
New York
$10.4M +$10.4M +110,133 New
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$10.3M +$255K +2,684 +3%
EWP
84
Elevation Wealth Partners
California
$10.1M +$204K +2,151 +2%
BWM
85
Birchcreek Wealth Management
Ohio
$9.81M +$1.41M +14,914 +17%
KPWS
86
Kestra Private Wealth Services
Texas
$9.77M +$1.31M +13,788 +15%
RWPA
87
Richard W. Paul & Associates
Michigan
$9.7M -$602K -6,351 -6%
PIAS
88
PCA Investment Advisory Services
Ohio
$9.35M +$190K +2,002 +2%
IWMWV
89
Ironwood Wealth Management (West Virginia)
West Virginia
$9.3M -$35.4K -374 -0.4%
OIA
90
OneDigital Investment Advisors
Kansas
$9.07M -$398K -4,198 -4%
FC
91
Financial Council
Maryland
$8.9M -$135K -1,422 -1%
VFPW
92
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.86M +$398K +4,197 +5%
GSIS
93
Global Strategic Investment Solutions
Arizona
$8.29M -$4.74K -50 -0.1%
Comerica Bank
94
Comerica Bank
Texas
$8.18M +$8.18M +86,269 New
CA
95
Cetera Advisors
Colorado
$7.33M +$487K +5,136 +7%
TFS
96
Thoroughbred Financial Services
Tennessee
$7.11M +$2.03M +21,397 +40%
BC
97
Brio Consultants
California
$7.11M +$656K +6,913 +10%
FFS
98
Founders Financial Securities
Maryland
$7.02M +$490K +5,169 +8%
Lido Advisors
99
Lido Advisors
California
$6.97M -$672K -7,084 -9%
HI
100
Horizon Investments
North Carolina
$6.93M +$442K +4,657 +7%
2 3
4
5 6