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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
101
55I LLC
Massachusetts
$1.74M +$1.74M +28,432 New
AFG
102
Albion Financial Group
Utah
$1.68M -$24.7K -433 -1%
TCBWMS
103
Texas Capital Bank Wealth Management Services
Texas
$1.67M -$8.17K -143 -0.5%
GIA
104
Gladstone Institutional Advisory
Florida
$1.63M -$43.7K -766 -3%
FNBOH
105
First National Bank of Hutchinson
Kansas
$1.61M -$662K -11,599 -29%
FCI
106
Financial Counselors Inc
Kansas
$1.61M -$6.57K -115 -0.4%
HA
107
HYA Advisors
Missouri
$1.58M +$277K +4,845 +21%
CI
108
CX Institutional
Indiana
$1.55M +$103K +1,806 +7%
CFA
109
Carroll Financial Associates
North Carolina
$1.53M +$243K +4,255 +19%
NA
110
NewEdge Advisors
Louisiana
$1.48M -$4.03M -70,640 -73%
M&T Bank
111
M&T Bank
New York
$1.44M +$1.44M +25,211 New
JFG
112
JMG Financial Group
Illinois
$1.43M – – –
GBBWRPM
113
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.38M +$880K +15,418 +175%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$1.33M +$1.33M +23,360 New
FHC
115
First Heartland Consultants
Missouri
$1.33M -$10.4K -182 -0.8%
PCM
116
Parsons Capital Management
Rhode Island
$1.32M +$40.3K +706 +3%
RJT
117
Raymond James Trust
Florida
$1.27M +$421K +7,371 +49%
CA
118
Calton & Associates
Florida
$1.27M +$1.27M +22,247 New
HB
119
Homrich & Berg
Georgia
$1.26M – – –
SPIA
120
Strategic Point Investment Advisors
Rhode Island
$1.25M -$36.2K -635 -3%
VVP
121
Venture Visionary Partners
Ohio
$1.24M -$246K -4,317 -17%
TPCW
122
TD Private Client Wealth
New York
$1.14M -$66.1K -1,158 -5%
GAG
123
GM Advisory Group
New York
$1.14M – – –
JIP
124
Jaffetilchin Investment Partners
Florida
$1.13M +$164K +2,878 +17%
SW
125
SteelPeak Wealth
California
$1.13M -$94K -1,646 -8%
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