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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$804M
2
LPL Financial
LPL Financial
California
$1.2B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$609M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$166M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$491K
2
Wells Fargo
Wells Fargo
California
$88M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$579K
4
RJA
Raymond James & Associates
Florida
$58.6M
5
CI
CX Institutional
Indiana
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
101
Brio Consultants
California
$5.72M -$291K -3,281 -5%
SWAG
102
Spectrum Wealth Advisory Group
California
$5.6M -$758K -8,541 -12%
Kayne Anderson Rudnick Investment Management
103
Kayne Anderson Rudnick Investment Management
California
$5.55M -$18.9M -212,923 -77%
RWA
104
Redhawk Wealth Advisors
Minnesota
$5.48M +$835K +9,411 +18%
MCM
105
Mitchell Capital Management
Kansas
$5.44M -$1.6M -18,000 -23%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$5.34M +$1.35M +15,163 +34%
SF
107
Symphony Financial
Texas
$5.23M -$663K -7,477 -11%
MCM
108
Monument Capital Management
Virginia
$5.1M +$5.1M +57,505 New
CAM
109
Cresset Asset Management
Illinois
$5.07M -$154K -1,733 -3%
WPWM
110
Windward Private Wealth Management
Kansas
$4.92M -$200K -2,251 -4%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$4.91M -$1.69K -19 -0%
FFS
112
Founders Financial Securities
Maryland
$4.83M +$522K +5,876 +12%
HI
113
Horizon Investments
North Carolina
$4.78M +$517K +5,823 +12%
CCM
114
Coldstream Capital Management
Washington
$4.73M -$142K -1,603 -3%
Mariner
115
Mariner
Kansas
$4.71M +$690K +7,774 +17%
TFS
116
Thoroughbred Financial Services
Tennessee
$4.65M -$76.2K -858 -2%
PWA
117
Phoenix Wealth Advisors
North Carolina
$4.26M +$240K +2,701 +6%
MFG
118
MidWestOne Financial Group
Iowa
$4.2M +$137K +1,544 +3%
SWP
119
Stratos Wealth Partners
Ohio
$4.16M +$212K +2,391 +5%
GRP
120
Global Retirement Partners
California
$3.89M +$210K +2,375 +6%
SFPG
121
Stonebridge Financial Planning Group
Florida
$3.8M -$480K -5,408 -11%
FHC
122
First Heartland Consultants
Missouri
$3.68M -$34.8K -392 -0.9%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$3.66M +$999K +11,256 +38%
US Bancorp
124
US Bancorp
Minnesota
$3.65M -$483K -5,444 -12%
VA
125
Valmark Advisers
Ohio
$3.56M -$142K -1,604 -4%
3 4
5
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