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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

678 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+40
Holders Change %
+6.27%
% of All Funds
9.86%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
88
Increased
226
Reduced
203
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.85B
2
Morgan Stanley
Morgan Stanley
New York
$1.64B
3
LPL Financial
LPL Financial
California
$1.88B
4
CFG
Citizens Financial Group
Rhode Island
$82.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$53.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
2
CP
Coho Partners
Pennsylvania
$1.84M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$873M
4
HighTower Advisors
HighTower Advisors
Illinois
$71.8M
5
BlackRock
BlackRock
New York
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
76
Elevation Wealth Partners
California
$15.2M +$81.1K +636 +0.5%
Truist Financial
77
Truist Financial
North Carolina
$13.9M -$714K -5,604 -5%
NB
78
NBT Bank
New York
$13.9M +$967K +7,585 +7%
RWPA
79
Richard W. Paul & Associates
Michigan
$13.8M +$594K +4,657 +5%
VFPW
80
Vantage Financial Partners (Wisconsin)
Wisconsin
$13.7M +$673K +5,282 +5%
NAMNJ
81
NorthStar Asset Management (New Jersey)
New Jersey
$13.5M +$862K +6,760 +7%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$13.4M -$201K -1,576 -1%
CWA
83
Canvas Wealth Advisors
Kansas
$13.4M -$393K -3,200 -3%
BWM
84
Birchcreek Wealth Management
Ohio
$13.3M -$332K -2,608 -2%
WA
85
Win Advisors
Florida
$13M -$4.38M -34,327 -25%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$12.8M -$1.31M -10,306 -9%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$12.7M +$189K +1,486 +2%
IWMWV
88
Ironwood Wealth Management (West Virginia)
West Virginia
$12.7M -$91.7K -700 -0.7%
UCFA
89
United Capital Financial Advisors
Texas
$12.3M -$757K -5,942 -6%
PIAS
90
PCA Investment Advisory Services
Ohio
$12.2M -$83.2K -653 -0.7%
WQ
91
Wealth Quarterback
New Jersey
$12M +$1.9M +14,894 +19%
CIA
92
Concurrent Investment Advisors
Florida
$11.8M +$1.03M +8,041 +9%
OIA
93
OneDigital Investment Advisors
Kansas
$11.5M +$23.1K +181 +0.2%
FC
94
Financial Council
Maryland
$11.4M -$407K -3,192 -3%
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
$11.2M +$336K +2,636 +3%
FFS
96
Founders Financial Securities
Maryland
$11.1M +$354K +2,779 +3%
HI
97
Horizon Investments
North Carolina
$11M +$358K +2,812 +3%
GFG
98
Goldstone Financial Group
Illinois
$10.8M +$993K +7,792 +10%
BC
99
Brio Consultants
California
$10.7M +$198K +1,555 +2%
Goldman Sachs
100
Goldman Sachs
New York
$10.5M -$2.53M -19,884 -19%
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4
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