IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

362 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
33
Increased
111
Reduced
136
Closed
33
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$19K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$141M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$85.9M
3
RAM
Riggs Asset Management
Pennsylvania
$6.98M
4
DA
Doliver Advisors
Texas
$18.2M
5
UBS Group
UBS Group
Switzerland
$266M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.36B
2
LPL Financial
LPL Financial
California
$1.02B
3
TI
tru Independence
Oregon
$1.04M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$463M
5
Morgan Stanley
Morgan Stanley
New York
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBBWRPM
101
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.48M +$258K +3,227 +12%
Creative Planning
102
Creative Planning
Kansas
$2.46M +$644K +8,048 +35%
TI
103
Trexquant Investment
Connecticut
$2.42M +$1.1M +13,810 +84%
PD
104
Planning Directions
Pennsylvania
$2.3M -$112K -1,398 -5%
CFA
105
Carroll Financial Associates
North Carolina
$2.28M +$81K +1,013 +4%
TCBWMS
106
Texas Capital Bank Wealth Management Services
Texas
$2.23M -$2.32K -29 -0.1%
CA
107
Calton & Associates
Florida
$2.22M +$145K +1,812 +7%
AFG
108
Albion Financial Group
Utah
$2.19M -$96.8K -1,210 -4%
5L
109
55I LLC
Massachusetts
$2.18M -$159K -1,990 -7%
FHC
110
First Heartland Consultants
Missouri
$2.1M +$90.5K +1,131 +5%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$2.08M +$151K +1,886 +8%
W
112
Wealthquest
Ohio
$2.01M -$314K -3,931 -14%
JFG
113
JMG Financial Group
Illinois
$2M – – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1.97M – – –
MFG
115
MidWestOne Financial Group
Iowa
$1.89M +$666K +8,325 +55%
SPIA
116
Strategic Point Investment Advisors
Rhode Island
$1.82M +$49.2K +615 +3%
FCI
117
Financial Counselors Inc
Kansas
$1.81M -$410K -5,125 -18%
PCM
118
Parsons Capital Management
Rhode Island
$1.8M -$37.4K -467 -2%
HB
119
Homrich & Berg
Georgia
$1.78M +$65K +813 +4%
FHA
120
Flagship Harbor Advisors
Massachusetts
$1.75M -$1.68M -20,951 -49%
ACA
121
Ackerman Capital Advisors
Texas
$1.72M -$84.1K -1,052 -5%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$1.7M -$1.18M -14,777 -41%
NA
123
NewEdge Advisors
Louisiana
$1.68M -$72.6K -908 -4%
APA
124
American Portfolios Advisors
New York
$1.64M -$84.6K -1,058 -5%
LPT
125
Legacy Private Trust
Wisconsin
$1.57M – – –
3 4
5
6 7