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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

678 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+40
Holders Change %
+6.27%
% of All Funds
9.86%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
88
Increased
226
Reduced
203
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.85B
2
Morgan Stanley
Morgan Stanley
New York
$1.64B
3
LPL Financial
LPL Financial
California
$1.88B
4
CFG
Citizens Financial Group
Rhode Island
$82.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$53.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
2
CP
Coho Partners
Pennsylvania
$1.84M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$873M
4
HighTower Advisors
HighTower Advisors
Illinois
$71.8M
5
BlackRock
BlackRock
New York
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIS
101
Global Strategic Investment Solutions
Arizona
$10.5M -$128K -1,006 -1%
QC
102
Quent Capital
New York
$9.77M +$415K +3,255 +4%
SWP
103
Stratos Wealth Partners
Ohio
$9.58M -$117K -919 -1%
GWM
104
GDS Wealth Management
Texas
$9.4M -$213K -1,667 -2%
TFS
105
Thoroughbred Financial Services
Tennessee
$9.21M +$2.75M +21,585 +43%
IWM
106
IHT Wealth Management
Illinois
$8.75M +$461K +3,615 +6%
CFG
107
Cosner Financial Group
Colorado
$8.7M -$91.9K -721 -1%
RWA
108
Rooted Wealth Advisors
Illinois
$8.61M +$379K +2,964 +5%
Creative Planning
109
Creative Planning
Kansas
$8.59M +$602K +4,724 +8%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$8.48M -$175K -1,371 -2%
KPWS
111
Kestra Private Wealth Services
Texas
$8.45M -$2M -15,726 -19%
BAM
112
BOS Asset Management
Illinois
$8.23M +$1.28M +10,078 +19%
PWM
113
Perigon Wealth Management
California
$8.11M -$381K -2,989 -4%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$7.99M -$45.2K -353 -0.6%
MWA
115
Motive Wealth Advisors
Michigan
$7.85M -$32.6K -256 -0.4%
SCP
116
Stevens Capital Partners
Nebraska
$7.85M +$525K +4,120 +7%
CAM
117
Cresset Asset Management
Illinois
$7.77M +$289K +2,268 +4%
Comerica Bank
118
Comerica Bank
Texas
$7.4M -$646K -5,067 -8%
VA
119
Valmark Advisers
Ohio
$7.11M +$1.81M +14,225 +34%
MSFS
120
Main Street Financial Solutions
Pennsylvania
$7.06M +$927K +7,273 +15%
PWA
121
Phoenix Wealth Advisors
North Carolina
$6.96M +$349K +2,741 +5%
PW
122
Peninsula Wealth
California
$6.74M +$4.25M +32,199 +170%
M&T Bank
123
M&T Bank
New York
$6.62M -$3.44M -26,947 -34%
GRP
124
Global Retirement Partners
California
$6.59M +$268K +2,103 +4%
Allianz Asset Management
125
Allianz Asset Management
Germany
$6.5M +$6.5M +50,990 New
3 4
5
6 7