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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
101
Brio Consultants
California
$5.52M +$1.1M +13,540 +25%
QC
102
Quent Capital
New York
$5.47M +$801K +9,821 +17%
MWA
103
Motive Wealth Advisors
Michigan
$5.38M +$738K +9,051 +16%
OAM
104
Oppenheimer Asset Management
New York
$5.05M +$3.82M +46,831 +310%
BWM
105
Birchcreek Wealth Management
Ohio
$4.86M +$190K +2,332 +4%
CAM
106
Cresset Asset Management
Illinois
$4.8M -$999K -12,250 -17%
WPWM
107
Windward Private Wealth Management
Kansas
$4.7M +$745K +9,140 +19%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$4.51M +$222K +2,718 +5%
CCM
109
Coldstream Capital Management
Washington
$4.47M +$4.47M +54,893 New
FWM
110
Focused Wealth Management
New York
$4.41M +$4.41M +54,074 New
TFS
111
Thoroughbred Financial Services
Tennessee
$4.34M +$208K +2,546 +5%
RWA
112
Redhawk Wealth Advisors
Minnesota
$4.27M +$730K +8,958 +21%
Creative Planning
113
Creative Planning
Kansas
$4.25M -$16.1K -197 -0.4%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$4.07M +$472K +5,783 +13%
RP
115
Riverbridge Partners
Minnesota
$3.98M +$3.02M +37,066 +314%
FFS
116
Founders Financial Securities
Maryland
$3.96M +$1.76M +21,575 +80%
SFPG
117
Stonebridge Financial Planning Group
Florida
$3.93M -$43.9K -538 -1%
HI
118
Horizon Investments
North Carolina
$3.92M +$1.66M +20,410 +74%
MAM
119
Madison Asset Management
Wisconsin
$3.91M -$33.9M -416,381 -90%
US Bancorp
120
US Bancorp
Minnesota
$3.79M -$877K -10,762 -19%
MFG
121
MidWestOne Financial Group
Iowa
$3.74M +$582K +7,137 +18%
PWA
122
Phoenix Wealth Advisors
North Carolina
$3.7M +$843K +10,335 +30%
Mariner
123
Mariner
Kansas
$3.69M +$1.93M +23,621 +109%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$3.66M +$1.66M +20,367 +83%
SWP
125
Stratos Wealth Partners
Ohio
$3.63M -$306K -3,754 -8%
3 4
5
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