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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

456 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
7.96%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
138
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.14B
2
LPL Financial
2
LPL Financial
California
$1.28B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$138M
4
DA
4
Doliver Advisors
Texas
$71.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$220M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$13K
2
PPA
2
Parametric Portfolio Associates
Washington
$351K
3
AWM
3
AE Wealth Management
Kansas
$10.1M
4
VC
4
Veracity Capital
Georgia
$18.1M
5
FP
5
Financial Perspectives
Minnesota
$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
101
55I LLC
Massachusetts
$2.98M +$273K +2,699 +10%
CFA
102
Carroll Financial Associates
North Carolina
$2.96M +$53.4K +529 +2%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$2.6M +$68.4K +677 +3%
MWA
104
Motive Wealth Advisors
Michigan
$2.58M +$2.58M +25,521 New
PD
105
Planning Directions
Pennsylvania
$2.54M -$112K -1,108 -4%
WPWM
106
Windward Private Wealth Management
Kansas
$2.53M +$409K +4,048 +19%
BG
107
Benedetti & Gucer
Georgia
$2.53M +$188K +1,865 +8%
JFG
108
JMG Financial Group
Illinois
$2.53M – – –
FPW
109
Flagship Private Wealth
Massachusetts
$2.51M +$120K +1,162 +5%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$2.47M -$337K -3,335 -12%
MFG
111
MidWestOne Financial Group
Iowa
$2.45M +$19.6K +194 +0.8%
HCM
112
Hollencrest Capital Management
California
$2.4M -$858K -8,492 -26%
KFGK
113
Keystone Financial Group (Kentucky)
Kentucky
$2.37M +$264K +2,610 +13%
W
114
Wealthquest
Ohio
$2.31M -$23.5K -233 -1%
CAL
115
Capital Analysts LLC
Pennsylvania
$2.3M +$783K +7,754 +52%
SFO
116
Stokes Family Office
Louisiana
$2.3M +$363K +3,594 +19%
HB
117
Homrich & Berg
Georgia
$2.3M +$202 +2 +0%
PCM
118
Parsons Capital Management
Rhode Island
$2.29M -$14.3K -142 -0.6%
FCI
119
Financial Counselors Inc
Kansas
$2.29M – – –
SFA
120
Sequoia Financial Advisors
Ohio
$2.28M +$866K +8,573 +61%
Comerica Bank
121
Comerica Bank
Texas
$2.17M +$252K +2,401 +13%
Northern Trust
122
Northern Trust
Illinois
$2.12M +$17.2K +170 +0.8%
MIAN
123
Mariner Independent Advisor Network
Kansas
$2.12M +$770K +7,621 +57%
SPC
124
Sigma Planning Corp
Michigan
$2.07M +$80.6K +798 +4%
SPIA
125
Strategic Point Investment Advisors
Rhode Island
$2.07M -$178K -1,765 -8%
3 4
5
6 7