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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
LPL Financial
LPL Financial
California
$1.31B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$688M
4
Osaic Holdings
Osaic Holdings
Arizona
$51.4M
5
AWM
AE Wealth Management
Kansas
$25.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.39B
2
Fidelity International
Fidelity International
Bermuda
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.44M
4
UBS Group
UBS Group
Switzerland
$128M
5
FAIM
Financial Advocates Investment Management
Washington
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
101
Quent Capital
New York
$6.8M -$68.4K -721 -1%
CFG
102
Cosner Financial Group
Colorado
$6.66M +$66.1K +697 +1%
PWM
103
Perigon Wealth Management
California
$6.49M +$27.2K +287 +0.4%
GFG
104
Goldstone Financial Group
Illinois
$6.34M -$6.26K -66 -0.1%
IWM
105
IHT Wealth Management
Illinois
$6.31M -$71K -749 -1%
MCM
106
Mitchell Capital Management
Kansas
$6.3M -$9.2K -97 -0.1%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$6.2M +$5.89M +62,160 +1,939%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$6.07M +$5.49M +55,875 +952%
SWP
109
Stratos Wealth Partners
Ohio
$5.97M +$280K +2,957 +5%
Creative Planning
110
Creative Planning
Kansas
$5.95M +$200K +2,104 +3%
RWA
111
Rooted Wealth Advisors
Illinois
$5.87M -$2.21M -22,138 -27%
WHG
112
Westwood Holdings Group
Texas
$5.56M -$685K -7,228 -11%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$5.44M -$27.7M -292,162 -84%
SWAG
114
Spectrum Wealth Advisory Group
California
$5.33M -$59.7K -630 -1%
AI
115
Atria Investments
North Carolina
$5.27M -$2.89M -30,493 -35%
PWA
116
Phoenix Wealth Advisors
North Carolina
$5.16M +$130K +1,367 +3%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$5.14M -$272K -2,868 -5%
WA
118
Win Advisors
Florida
$4.86M +$4.8M +50,626 +8,566%
CCM
119
Coldstream Capital Management
Washington
$4.75M -$44K -464 -0.9%
Mariner
120
Mariner
Kansas
$4.74M -$123K -1,293 -3%
GRP
121
Global Retirement Partners
California
$4.5M +$19.2K +203 +0.4%
CAM
122
Cresset Asset Management
Illinois
$4.2M +$2.09K +22 +0%
BPA
123
Beacon Pointe Advisors
California
$4.18M +$2.38M +25,074 +132%
VA
124
Valmark Advisers
Ohio
$4.17M +$252K +2,654 +6%
SCP
125
Stevens Capital Partners
Nebraska
$4.05M +$144K +1,516 +4%
3 4
5
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