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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Amplius Wealth Advisors
Pennsylvania
$15.6M -$144K -1,094 -0.9%
NAMNJ
77
NorthStar Asset Management (New Jersey)
New Jersey
$15M +$984K +7,463 +7%
VFPW
78
Vantage Financial Partners (Wisconsin)
Wisconsin
$14.7M +$522K +3,958 +4%
CWA
79
Canvas Wealth Advisors
Kansas
$14.2M -$193K -1,464 -1%
RWPA
80
Richard W. Paul & Associates
Michigan
$14.2M -$97.5K -739 -0.7%
BWM
81
Birchcreek Wealth Management
Ohio
$13.7M -$21.5K -163 -0.2%
Goldman Sachs
82
Goldman Sachs
New York
$13.1M +$2.23M +16,935 +21%
VA
83
Valmark Advisers
Ohio
$13.1M +$5.72M +43,338 +78%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$13M -$179K -1,360 -1%
PIAS
85
PCA Investment Advisory Services
Ohio
$12.7M +$47.1K +357 +0.4%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$12.5M -$711K -5,389 -5%
IWMWV
87
Ironwood Wealth Management (West Virginia)
West Virginia
$12.5M -$246K -1,865 -2%
EWA
88
ERTS Wealth Advisors
Michigan
$12.4M -$8.09M -61,360 -39%
UCFA
89
United Capital Financial Advisors
Texas
$12.3M -$401K -3,040 -3%
Truist Financial
90
Truist Financial
North Carolina
$12.2M -$2.16M -16,396 -15%
Charles Schwab
91
Charles Schwab
California
$12.2M -$18.9M -143,466 -61%
CIA
92
Concurrent Investment Advisors
Florida
$12.2M -$74.1K -562 -0.6%
GFG
93
Goldstone Financial Group
Illinois
$12.1M +$909K +6,888 +8%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$12M -$1.91M -14,446 -14%
BC
95
Brio Consultants
California
$11.9M +$826K +6,262 +7%
OIA
96
OneDigital Investment Advisors
Kansas
$11.9M -$9.5K -72 -0.1%
FC
97
Financial Council
Maryland
$11.7M -$91.8K -696 -0.8%
Kayne Anderson Rudnick Investment Management
98
Kayne Anderson Rudnick Investment Management
California
$11.6M +$52.1K +395 +0.5%
FFS
99
Founders Financial Securities
Maryland
$10.7M -$765K -5,798 -7%
HI
100
Horizon Investments
North Carolina
$10.6M -$717K -5,438 -6%
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4
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