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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$222M
3
Bank of America
3
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$45.4M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
AWM
3
AE Wealth Management
Kansas
$16.1M
4
AAMA
4
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
76
Principal Securities
Iowa
$11.7M +$11.7M +112,540 New
KAS
77
Kestra Advisory Services
Texas
$11.7M +$148K +1,425 +1%
KPWS
78
Kestra Private Wealth Services
Texas
$11.5M +$783K +7,519 +7%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$11.2M -$180K -1,725 -2%
BWM
80
Birchcreek Wealth Management
Ohio
$11M +$219K +2,105 +2%
RWPA
81
Richard W. Paul & Associates
Michigan
$11M +$327K +3,142 +3%
VFPW
82
Vantage Financial Partners (Wisconsin)
Wisconsin
$10.3M +$600K +5,767 +6%
IWMWV
83
Ironwood Wealth Management (West Virginia)
West Virginia
$10.3M +$19.8K +189 +0.2%
EWP
84
Elevation Wealth Partners
California
$10.3M +$181K +1,904 +2%
FC
85
Financial Council
Maryland
$9.83M +$61.7K +593 +0.6%
PIAS
86
PCA Investment Advisory Services
Ohio
$9.72M -$540K -5,190 -5%
NAMNJ
87
NorthStar Asset Management (New Jersey)
New Jersey
$9.66M +$9.66M +92,841 New
OIA
88
OneDigital Investment Advisors
Kansas
$9.58M -$376K -3,615 -4%
NB
89
NBT Bank
New York
$9.29M +$9.29M +89,196 New
BC
90
Brio Consultants
California
$9M +$1.2M +11,508 +15%
GSIS
91
Global Strategic Investment Solutions
Arizona
$8.68M -$418K -4,020 -5%
FFS
92
Founders Financial Securities
Maryland
$8.46M +$752K +7,224 +10%
HI
93
Horizon Investments
North Carolina
$8.36M +$757K +7,275 +10%
Comerica Bank
94
Comerica Bank
Texas
$8.18M -$806K -7,738 -9%
CA
95
Cetera Advisors
Colorado
$8.17M +$119K +1,146 +1%
TFS
96
Thoroughbred Financial Services
Tennessee
$7.81M +$6.04K +58 +0.1%
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$7.8M -$10.4M -99,908 -57%
SWP
98
Stratos Wealth Partners
Ohio
$7.79M +$1.24M +11,948 +19%
GFA
99
Gallagher Fiduciary Advisors
Illinois
$7.71M -$4.63M -44,496 -38%
GFG
100
Goldstone Financial Group
Illinois
$7.62M +$667K +6,410 +10%
2 3
4
5 6