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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

187 hedge funds and large institutions have $2.14B invested in iShares Core S&P US Growth ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+41
Holders Change %
+28.08%
% of All Funds
4.25%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
50
Increased
79
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$543M
2
AC
Alleghany Corporation
New York
$78.5M
3
LPL Financial
LPL Financial
California
$490M
4
ClearBridge Investments
ClearBridge Investments
New York
$30.6M
5
Wells Fargo
Wells Fargo
California
$86.3M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$19.4M
2
Jane Street
Jane Street
New York
$1.47M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$640K
4
GFPC
Global Financial Private Capital
Florida
$0
5
ICOA
Investment Centers of America
North Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
101
Financial Advocates Investment Management
Washington
$624K +$624K +11,596 New
CFA
102
Carroll Financial Associates
North Carolina
$612K +$52.1K +970 +9%
FNT
103
First National Trust
Pennsylvania
$571K +$571K +10,627 New
BRWA
104
B. Riley Wealth Advisors
Florida
$561K +$86.2K +1,601 +18%
AMG
105
Asset Management Group
Connecticut
$548K +$3.76K +70 +0.7%
OPWM
106
Oak Point Wealth Management
Michigan
$474K +$474K +8,703 New
M&T Bank
107
M&T Bank
New York
$471K +$471K +8,769 New
WT
108
Whittier Trust
California
$466K – – –
CL
109
CIM LLC
New York
$463K +$5K +93 +1%
PJSIMP
110
P.J. Schmidt Investment Management (PJS)
Wisconsin
$458K +$39.2K +729 +9%
SAM
111
Shamrock Asset Management
Texas
$445K -$192K -3,571 -30%
FC
112
Financial Consulate
Maryland
$438K +$323 +6 +0.1%
SWP
113
Stratos Wealth Partners
Ohio
$427K +$55K +1,023 +15%
BWA
114
Burt Wealth Advisors
Maryland
$425K – – –
CCM
115
Colorado Capital Management
Colorado
$413K +$413K +7,686 New
Citigroup
116
Citigroup
New York
$394K +$5.54K +103 +1%
HFA
117
High Falls Advisors
New York
$386K – – –
GLA
118
Good Life Advisors
Pennsylvania
$379K +$90.7K +1,630 +31%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$366K +$13.7K +247 +4%
VFA
120
Voya Financial Advisors
Connecticut
$358K -$53.5K -989 -13%
RCAG
121
Rehmann Capital Advisory Group
Michigan
$349K +$161 +3 +0%
BAAM
122
Baker Avenue Asset Management
California
$345K +$59.2K +1,100 +21%
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$332K -$1.29K -24 -0.4%
PA
124
PFG Advisors
Arizona
$319K +$319K +5,925 New
FA
125
FDx Advisors
Illinois
$310K -$61.7K -1,150 -17%
3 4
5
6 7