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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.81B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$460M
3
LPL Financial
LPL Financial
California
$928M
4
ClearBridge Investments
ClearBridge Investments
New York
$30M
5
Wells Fargo
Wells Fargo
California
$128M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$82.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$71M
3
GSWM
Golden State Wealth Management
California
$0
4
EWA
ERTS Wealth Advisors
Michigan
$10.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
101
Riverbridge Partners
Minnesota
$2.13M +$1.25M +18,453 +141%
PD
102
Planning Directions
Pennsylvania
$2.09M -$60.8K -899 -3%
AFG
103
Albion Financial Group
Utah
$2.01M -$20.5K -303 -1%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$2.01M -$45.4K -672 -2%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$2M +$8.18K +121 +0.4%
TCBWMS
106
Texas Capital Bank Wealth Management Services
Texas
$1.99M +$1.99M +29,370 New
GIA
107
Gladstone Institutional Advisory
Florida
$1.99M +$32.5K +480 +2%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$1.97M – – –
FCI
109
Financial Counselors Inc
Kansas
$1.91M – – –
FAIM
110
Financial Advocates Investment Management
Washington
$1.86M +$261K +3,864 +16%
Citigroup
111
Citigroup
New York
$1.83M +$1.11M +16,360 +153%
IWS
112
Insight Wealth Strategies
California
$1.81M +$89.7K +1,326 +5%
VVP
113
Venture Visionary Partners
Ohio
$1.76M +$1.76M +25,993 New
APA
114
American Portfolios Advisors
New York
$1.75M +$344K +5,083 +24%
CI
115
CX Institutional
Indiana
$1.72M -$30.2K -447 -2%
JFG
116
JMG Financial Group
Illinois
$1.69M – – –
Natixis Advisors
117
Natixis Advisors
Massachusetts
$1.61M -$1.9M -28,025 -54%
CA
118
Cetera Advisors
Colorado
$1.61M -$85.4K -1,261 -5%
FHC
119
First Heartland Consultants
Missouri
$1.59M +$103K +1,518 +7%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$1.55M +$382K +5,651 +33%
HA
121
HYA Advisors
Missouri
$1.54M +$1.54M +22,736 New
CFA
122
Carroll Financial Associates
North Carolina
$1.53M +$135 +2 +0%
SPIA
123
Strategic Point Investment Advisors
Rhode Island
$1.52M -$31.8K -470 -2%
PCM
124
Parsons Capital Management
Rhode Island
$1.52M +$61K +902 +4%
HB
125
Homrich & Berg
Georgia
$1.49M +$203 +3 +0%
3 4
5
6 7