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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
2
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
4
LPL Financial
California
$1.32B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.15B
2
DA
2
Doliver Advisors
Texas
$58M
3
BlackRock
3
BlackRock
New York
$50.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$3.33M +$62.8K +613 +2%
TF
102
TIAA FSB
Florida
$3.29M -$81.6K -797 -2%
NCM
103
Neumann Capital Management
California
$3.24M – – –
BWM
104
Birchcreek Wealth Management
Ohio
$3.23M -$61.8K -603 -2%
LAS
105
Lloyd Advisory Services
Georgia
$3.22M +$3.19M +31,105 +9,812%
MAM
106
Madison Asset Management
Wisconsin
$3.2M +$3.2M +31,281 New
HCM
107
Hollencrest Capital Management
California
$3.18M +$746K +7,280 +31%
5L
108
55I LLC
Massachusetts
$3.11M +$85.5K +835 +3%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$3.08M -$2.86M -27,913 -48%
CWA
110
Canvas Wealth Advisors
Kansas
$3.05M -$348K -3,395 -10%
CFA
111
Carroll Financial Associates
North Carolina
$3.01M – – –
CAL
112
Capital Analysts LLC
Pennsylvania
$2.86M +$528K +5,158 +23%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$2.86M +$349K +3,412 +14%
VA
114
Valmark Advisers
Ohio
$2.75M +$1.06M +10,331 +62%
MWA
115
Motive Wealth Advisors
Michigan
$2.75M +$135K +1,322 +5%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$2.65M +$5.53K +54 +0.2%
BG
117
Benedetti & Gucer
Georgia
$2.64M +$74.9K +731 +3%
PD
118
Planning Directions
Pennsylvania
$2.63M +$58.1K +567 +2%
SWA
119
Stratos Wealth Advisors
Ohio
$2.57M +$2.06M +20,069 +397%
F
120
F3Logic
Minnesota
$2.57M +$1.7M +16,570 +196%
JFG
121
JMG Financial Group
Illinois
$2.56M – – –
KFGK
122
Keystone Financial Group (Kentucky)
Kentucky
$2.53M +$134K +1,309 +6%
MFG
123
MidWestOne Financial Group
Iowa
$2.52M +$26K +254 +1%
FPW
124
Flagship Private Wealth
Massachusetts
$2.48M +$102 +1 +0%
WPWM
125
Windward Private Wealth Management
Kansas
$2.48M -$89.1K -870 -3%
3 4
5
6 7