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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$222M
3
Bank of America
3
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$45.4M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
AWM
3
AE Wealth Management
Kansas
$16.1M
4
AAMA
4
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
101
Quent Capital
New York
$7.53M +$62.9K +604 +0.8%
PWM
102
Perigon Wealth Management
California
$7.34M +$206K +1,983 +3%
CFG
103
Cosner Financial Group
Colorado
$7.2M -$120K -1,156 -2%
CIA
104
Concurrent Investment Advisors
Florida
$7.17M +$7.17M +68,832 New
MCM
105
Mitchell Capital Management
Kansas
$7.16M +$244K +2,344 +4%
1WM
106
1900 Wealth Management
Texas
$7.15M -$10.2M -98,200 -59%
RWA
107
Rooted Wealth Advisors
Illinois
$6.99M +$463K +4,184 +7%
IWM
108
IHT Wealth Management
Illinois
$6.96M +$35.4K +340 +0.5%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$6.66M -$146K -1,406 -2%
GWM
110
GDS Wealth Management
Texas
$6.64M +$2.8M +26,902 +73%
PWA
111
Phoenix Wealth Advisors
North Carolina
$6.51M +$930K +9,073 +17%
Creative Planning
112
Creative Planning
Kansas
$6.47M -$61.5K -591 -0.9%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$6.44M -$22.7K -217 -0.4%
AI
114
Atria Investments
North Carolina
$6.44M +$655K +6,293 +11%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$6.2M +$227K +2,177 +4%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$5.72M +$74.6K +717 +1%
Two Sigma Investments
117
Two Sigma Investments
New York
$5.7M -$5.76M -55,333 -50%
Mariner
118
Mariner
Kansas
$5.63M +$425K +4,086 +8%
WQ
119
Wealth Quarterback
New Jersey
$5.58M +$5.58M +53,613 New
WHG
120
Westwood Holdings Group
Texas
$5.51M -$600K -5,761 -10%
SWAG
121
Spectrum Wealth Advisory Group
California
$5.42M -$437K -4,194 -7%
GRP
122
Global Retirement Partners
California
$5.37M +$398K +3,804 +8%
MFG
123
MidWestOne Financial Group
Iowa
$5.08M +$809K +7,770 +19%
CCM
124
Coldstream Capital Management
Washington
$5.07M -$145K -1,391 -3%
SCP
125
Stevens Capital Partners
Nebraska
$4.75M +$308K +2,960 +7%
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5
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