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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

364 hedge funds and large institutions have $6.31B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+14
Holders Change %
+4%
% of All Funds
7.48%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
122
Reduced
131
Closed
30
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$14K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.47B
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$40.8M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.7M
4
AWM
AE Wealth Management
Kansas
$16.3M
5
SS
Simplicity Solutions
Minnesota
$14M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$235M
2
PPA
Parametric Portfolio Associates
Washington
$97.2M
3
BL
Balentine LLC
Georgia
$97.3M
4
LPL Financial
LPL Financial
California
$961M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
101
White Lighthouse Investment Management
Massachusetts
$2.19M -$28.8K -400 -1%
PD
102
Planning Directions
Pennsylvania
$2.17M +$2.17M +30,187 New
HA
103
HYA Advisors
Missouri
$2.15M +$163K +2,272 +8%
5L
104
55I LLC
Massachusetts
$2.1M +$56.1K +780 +3%
W
105
Wealthquest
Ohio
$2.09M +$2.09M +29,048 New
HR
106
Howe & Rusling
New York
$2.06M +$789K +10,975 +62%
AFG
107
Albion Financial Group
Utah
$2.05M -$56.7K -789 -3%
TCBWMS
108
Texas Capital Bank Wealth Management Services
Texas
$2M -$96.6K -1,344 -5%
FCI
109
Financial Counselors Inc
Kansas
$2M -$28.8K -400 -1%
GBBWRPM
110
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.99M +$250K +3,480 +14%
Citadel Advisors
111
Citadel Advisors
Florida
$1.98M +$1.98M +27,559 New
CFA
112
Carroll Financial Associates
North Carolina
$1.97M +$45.8K +638 +2%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.97M – – –
CA
114
Calton & Associates
Florida
$1.87M +$268K +3,731 +17%
FHC
115
First Heartland Consultants
Missouri
$1.81M +$132K +1,839 +8%
JFG
116
JMG Financial Group
Illinois
$1.8M – – –
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$673K +9,369 +64%
SPIA
118
Strategic Point Investment Advisors
Rhode Island
$1.69M +$18.7K +245 +1%
PCM
119
Parsons Capital Management
Rhode Island
$1.65M -$16.6K -231 -1%
Creative Planning
120
Creative Planning
Kansas
$1.64M +$724K +10,066 +79%
ACA
121
Ackerman Capital Advisors
Texas
$1.62M +$312K +4,337 +24%
NA
122
NewEdge Advisors
Louisiana
$1.57M -$287K -3,992 -15%
APA
123
American Portfolios Advisors
New York
$1.55M +$247K +3,433 +19%
HB
124
Homrich & Berg
Georgia
$1.54M -$43K -598 -3%
SW
125
SteelPeak Wealth
California
$1.5M +$72.7K +1,011 +5%
3 4
5
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