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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$226M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$71.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$53.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$42.8M
5
Fidelity International
Fidelity International
Bermuda
$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.35B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$45.4M
3
ClearBridge Investments
ClearBridge Investments
New York
$734K
4
Jones Financial Companies
Jones Financial Companies
Missouri
$814M
5
Wells Fargo
Wells Fargo
California
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
WQ
101
Wealth Quarterback
New Jersey
$9.25M +$2.97M +25,298 +47%
M&T Bank
102
M&T Bank
New York
$9.24M -$4.11M -35,054 -31%
GFG
103
Goldstone Financial Group
Illinois
$9.01M +$427K +3,646 +5%
SWP
104
Stratos Wealth Partners
Ohio
$8.91M +$140K +1,194 +2%
GWM
105
GDS Wealth Management
Texas
$8.83M +$1.35M +11,550 +18%
QC
106
Quent Capital
New York
$8.6M +$120K +1,028 +1%
Marshall Wace
107
Marshall Wace
United Kingdom
$8.19M +$8.19M +69,839 New
CFG
108
Cosner Financial Group
Colorado
$8.08M -$17.9K -153 -0.2%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$7.96M +$986K +8,413 +14%
PWM
110
Perigon Wealth Management
California
$7.81M -$450K -3,836 -5%
1WM
111
1900 Wealth Management
Texas
$7.7M -$353K -3,013 -4%
IWM
112
IHT Wealth Management
Illinois
$7.62M -$216K -1,841 -3%
RWA
113
Rooted Wealth Advisors
Illinois
$7.5M +$149K +1,278 +2%
Comerica Bank
114
Comerica Bank
Texas
$7.4M -$1.81M -15,425 -20%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$7.37M +$141K +1,202 +2%
Creative Planning
116
Creative Planning
Kansas
$7.35M +$66.3K +566 +0.9%
MWA
117
Motive Wealth Advisors
Michigan
$7.25M +$3.91M +33,339 +117%
CAM
118
Cresset Asset Management
Illinois
$6.88M +$1.82M +15,549 +36%
SCP
119
Stevens Capital Partners
Nebraska
$6.73M +$1.38M +11,789 +26%
BAM
120
BOS Asset Management
Illinois
$6.38M +$6.38M +54,447 New
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$6.17M +$2.17M +18,497 +54%
WHG
122
Westwood Holdings Group
Texas
$6.16M -$39.7K -339 -0.6%
SWAG
123
Spectrum Wealth Advisory Group
California
$6.08M -$13.7K -117 -0.2%
PWA
124
Phoenix Wealth Advisors
North Carolina
$6.08M -$1.37M -11,666 -18%
LNC
125
Lincoln National Corp
Pennsylvania
$6.08M +$2.65M +22,577 +77%
3 4
5
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