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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
101
Parsec Financial Management
North Carolina
$5.09M -$50.5K -437 -1%
CCM
102
Coldstream Capital Management
Washington
$5.09M -$558K -4,824 -10%
SFPG
103
Stonebridge Financial Planning Group
Florida
$4.99M -$13.2K -128 -0.3%
CAM
104
Cresset Asset Management
Illinois
$4.77M +$4.77M +41,232 New
RWA
105
Redhawk Wealth Advisors
Minnesota
$4.76M -$2.53M -21,914 -35%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$4.68M +$1.2M +10,407 +35%
FHA
107
Flagship Harbor Advisors
Massachusetts
$4.56M -$84.8K -733 -2%
TWC
108
TD Waterhouse Canada
Ontario, Canada
$4.55M +$4.55M +33,184 New
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$4.53M +$4.53M +39,149 New
CFA
110
Cahill Financial Advisors
Minnesota
$4.26M +$2.32M +20,062 +120%
HA
111
HYA Advisors
Missouri
$4.22M -$14.6K -126 -0.3%
GSWM
112
Golden State Wealth Management
California
$4.15M -$141K -1,218 -3%
CCM
113
Colorado Capital Management
Colorado
$4.12M +$103K +891 +3%
VA
114
Valmark Advisers
Ohio
$4.03M +$927K +8,020 +30%
CFA
115
Carroll Financial Associates
North Carolina
$4.01M +$571K +4,878 +17%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$3.98M +$753K +6,508 +23%
BWM
117
Birchcreek Wealth Management
Ohio
$3.97M +$332K +2,871 +9%
CFGS
118
Concourse Financial Group Securities
Alabama
$3.82M +$62.6K +541 +2%
SF
119
Symphony Financial
Texas
$3.79M +$2.78M +24,041 +276%
TF
120
TIAA FSB
Florida
$3.69M -$19K -164 -0.5%
5L
121
55I LLC
Massachusetts
$3.68M +$168K +1,449 +5%
MWA
122
Motive Wealth Advisors
Michigan
$3.63M +$528K +4,565 +17%
NCM
123
Neumann Capital Management
California
$3.62M -$38.2K -330 -1%
QC
124
Quent Capital
New York
$3.6M +$3.6M +31,127 New
HCM
125
Hollencrest Capital Management
California
$3.42M -$166K -1,433 -5%
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5
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