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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

429 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
7.55%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.41%
New
47
Increased
123
Reduced
157
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$498M
2
AWM
AE Wealth Management
Kansas
$44M
3
LPL Financial
LPL Financial
California
$1.12B
4
CI
CX Institutional
Indiana
$16.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$185M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.66B
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16M
3
F
F3Logic
Minnesota
$874K
4
ClearBridge Investments
ClearBridge Investments
New York
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$482M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
101
Western Wealth Management
Colorado
$2.93M -$4K -44 -0.1%
FHC
102
First Heartland Consultants
Missouri
$2.93M +$187K +2,057 +7%
HCM
103
Hollencrest Capital Management
California
$2.93M -$694K -7,644 -19%
NCM
104
Neumann Capital Management
California
$2.87M -$36.3K -400 -1%
CFGS
105
Concourse Financial Group Securities
Alabama
$2.86M +$79.7K +878 +3%
TRCT
106
Tower Research Capital (TRC)
New York
$2.82M +$2.82M +31,002 New
BWM
107
Birchcreek Wealth Management
Ohio
$2.74M +$287K +3,159 +12%
CFA
108
Carroll Financial Associates
North Carolina
$2.62M +$29.6K +326 +1%
LAS
109
Lloyd Advisory Services
Georgia
$2.58M +$2.58M +28,402 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$2.53M +$1.09M +12,009 +76%
IA
111
IndexIQ Advisors
New York
$2.53M -$630K -6,938 -20%
5L
112
55I LLC
Massachusetts
$2.43M -$74.4K -819 -3%
PD
113
Planning Directions
Pennsylvania
$2.38M -$122K -1,345 -5%
TI
114
tru Independence
Oregon
$2.35M +$2.35M +25,860 New
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$2.28M -$131K -1,442 -5%
JFG
116
JMG Financial Group
Illinois
$2.27M – – –
MFG
117
MidWestOne Financial Group
Iowa
$2.19M +$168K +1,847 +8%
FPW
118
Flagship Private Wealth
Massachusetts
$2.17M -$71.4K -760 -3%
BG
119
Benedetti & Gucer
Georgia
$2.1M +$2.1M +23,154 New
W
120
Wealthquest
Ohio
$2.09M -$137K -1,508 -6%
PCM
121
Parsons Capital Management
Rhode Island
$2.08M +$74.3K +818 +4%
TC
122
Trilogy Capital
California
$2.07M +$1.45M +15,983 +235%
HB
123
Homrich & Berg
Georgia
$2.07M +$91 +1 +0%
FCI
124
Financial Counselors Inc
Kansas
$2.06M – – –
SPIA
125
Strategic Point Investment Advisors
Rhode Island
$2.02M -$32.2K -355 -2%
3 4
5
6 7