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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$226M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$71.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$53.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$42.8M
5
Fidelity International
Fidelity International
Bermuda
$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.35B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$45.4M
3
ClearBridge Investments
ClearBridge Investments
New York
$734K
4
Jones Financial Companies
Jones Financial Companies
Missouri
$814M
5
Wells Fargo
Wells Fargo
California
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$13M +$405K +3,456 +3%
CA
77
Cetera Advisors
Colorado
$12.7M +$3.51M +29,964 +38%
CWA
78
Canvas Wealth Advisors
Kansas
$12.7M -$1.16M -10,292 -8%
BWM
79
Birchcreek Wealth Management
Ohio
$12.5M +$164K +1,401 +1%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$12.5M -$888K -7,580 -7%
RWPA
81
Richard W. Paul & Associates
Michigan
$12.1M -$242K -2,065 -2%
Goldman Sachs
82
Goldman Sachs
New York
$12M -$18.5M -157,471 -61%
UCFA
83
United Capital Financial Advisors
Texas
$12M -$1.21M -10,338 -9%
VFPW
84
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.9M +$320K +2,733 +3%
NB
85
NBT Bank
New York
$11.9M +$1.43M +12,228 +14%
NAMNJ
86
NorthStar Asset Management (New Jersey)
New Jersey
$11.7M +$776K +6,621 +7%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$11.5M +$4.05M +34,515 +54%
IWMWV
88
Ironwood Wealth Management (West Virginia)
West Virginia
$11.5M -$108K -913 -0.9%
PIAS
89
PCA Investment Advisory Services
Ohio
$11.3M +$383K +3,267 +3%
FC
90
Financial Council
Maryland
$10.9M -$212K -1,807 -2%
OIA
91
OneDigital Investment Advisors
Kansas
$10.5M -$243K -2,070 -2%
Kayne Anderson Rudnick Investment Management
92
Kayne Anderson Rudnick Investment Management
California
$9.96M +$1.17M +9,993 +13%
CIA
93
Concurrent Investment Advisors
Florida
$9.95M +$1.88M +16,068 +23%
FFS
94
Founders Financial Securities
Maryland
$9.87M +$345K +2,943 +4%
AI
95
Atria Investments
North Carolina
$9.76M +$2.51M +21,408 +35%
HI
96
Horizon Investments
North Carolina
$9.75M +$331K +2,821 +4%
GSIS
97
Global Strategic Investment Solutions
Arizona
$9.74M -$34.9K -298 -0.4%
BC
98
Brio Consultants
California
$9.7M -$436K -3,720 -4%
KPWS
99
Kestra Private Wealth Services
Texas
$9.61M -$3.35M -28,601 -26%
GFA
100
Gallagher Fiduciary Advisors
Illinois
$9.48M +$794K +6,778 +9%
2 3
4
5 6