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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.9%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$949M
2
Fidelity International
2
Fidelity International
Bermuda
$60.8M
3
Bank of America
3
Bank of America
North Carolina
$3.64B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$692M
5
FWI
5
Facet Wealth Inc
Maryland
$77.3M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$169M
2
Amundi
2
Amundi
France
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$14.8M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
101
Founders Financial Securities
Maryland
$6.72M +$1.41M +14,427 +26%
Kayne Anderson Rudnick Investment Management
102
Kayne Anderson Rudnick Investment Management
California
$6.68M +$578K +5,913 +9%
HI
103
Horizon Investments
North Carolina
$6.68M +$1.42M +14,524 +27%
PWM
104
Perigon Wealth Management
California
$6.66M -$221K -2,266 -3%
BC
105
Brio Consultants
California
$6.64M +$353K +3,618 +6%
IWM
106
IHT Wealth Management
Illinois
$6.57M -$114K -1,168 -2%
GFG
107
Goldstone Financial Group
Illinois
$6.53M +$94.5K +968 +1%
MCM
108
Mitchell Capital Management
Kansas
$6.5M +$518K +5,305 +9%
WHG
109
Westwood Holdings Group
Texas
$6.43M -$3.12K -32 -0%
IAN
110
Integrated Advisors Network
Texas
$6.03M +$4.29M +43,983 +247%
Creative Planning
111
Creative Planning
Kansas
$5.92M +$2.48M +25,369 +72%
SWP
112
Stratos Wealth Partners
Ohio
$5.85M +$1.28M +13,083 +28%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$5.57M +$176K +1,798 +3%
SWAG
114
Spectrum Wealth Advisory Group
California
$5.55M -$609K -6,234 -10%
TFS
115
Thoroughbred Financial Services
Tennessee
$5.23M +$115K +1,179 +2%
PWA
116
Phoenix Wealth Advisors
North Carolina
$5.18M +$492K +5,040 +10%
Mariner
117
Mariner
Kansas
$5.01M -$177K -1,809 -3%
CCM
118
Coldstream Capital Management
Washington
$4.94M -$266K -2,728 -5%
MFG
119
MidWestOne Financial Group
Iowa
$4.76M +$133K +1,362 +3%
GRP
120
Global Retirement Partners
California
$4.62M +$324K +3,315 +8%
CAM
121
Cresset Asset Management
Illinois
$4.31M -$1.27M -12,971 -23%
VA
122
Valmark Advisers
Ohio
$4.04M +$123K +1,256 +3%
SCP
123
Stevens Capital Partners
Nebraska
$4.02M -$4.74M -48,595 -54%
FHC
124
First Heartland Consultants
Missouri
$4M -$57.2K -586 -1%
SFPG
125
Stonebridge Financial Planning Group
Florida
$3.94M -$238K -2,441 -6%
3 4
5
6 7