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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.25B
2
Morgan Stanley
Morgan Stanley
New York
$712M
3
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M
4
MWM
Modera Wealth Management
New Jersey
$22.5M
5
PBF
Petix & Botte Financial
California
$24.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$110M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$28.7M
3
ClearBridge Investments
ClearBridge Investments
New York
$9.4M
4
RJA
Raymond James & Associates
Florida
$75.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
101
Parsec Financial Management
North Carolina
$4.55M -$105K -990 -2%
HF
102
HRT Financial
New York
$4.47M -$446K -4,222 -9%
TWC
103
TD Waterhouse Canada
Ontario, Canada
$4.24M +$107K +860 +3%
BWM
104
Birchcreek Wealth Management
Ohio
$4.23M +$598K +5,664 +16%
KAM
105
Knightsbridge Asset Management
California
$4.02M +$1.56M +14,793 +64%
GRP
106
Global Retirement Partners
California
$4.02M +$4.02M +46,935 New
VA
107
Valmark Advisers
Ohio
$3.97M +$279K +2,637 +8%
MWA
108
Motive Wealth Advisors
Michigan
$3.93M +$607K +5,749 +18%
RWA
109
Redhawk Wealth Advisors
Minnesota
$3.91M -$440K -4,161 -10%
HA
110
HYA Advisors
Missouri
$3.88M +$19.5K +185 +0.5%
CCM
111
Colorado Capital Management
Colorado
$3.83M +$80.8K +765 +2%
MP
112
McDonald Partners
Ohio
$3.81M +$3.81M +36,031 New
RP
113
Riverbridge Partners
Minnesota
$3.8M -$4.16M -39,329 -52%
GSWM
114
Golden State Wealth Management
California
$3.76M -$27.3K -258 -0.7%
UIA
115
Ulland Investment Advisors
Minnesota
$3.71M -$1.22M -11,580 -25%
TDWM
116
Topel & Distasi Wealth Management
California
$3.64M +$3.64M +34,475 New
WP
117
WealthShield Partners
North Carolina
$3.47M -$2.56M -24,183 -42%
5L
118
55I LLC
Massachusetts
$3.45M +$90.2K +854 +3%
CAM
119
Cresset Asset Management
Illinois
$3.39M -$963K -9,118 -22%
TF
120
TIAA FSB
Florida
$3.31M -$58.2K -551 -2%
CAL
121
Capital Analysts LLC
Pennsylvania
$3.24M +$158K +1,493 +5%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$3.22M -$416K -3,937 -11%
IGWM
123
ICA Group Wealth Management
Colorado
$3.2M +$3.2M +35,039 New
1WM
124
1900 Wealth Management
Texas
$3.17M +$1.01M +9,576 +47%
HCM
125
Hollencrest Capital Management
California
$3.13M – – –
3 4
5
6 7