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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$10.5M +$551K +4,177 +6%
QC
102
Quent Capital
New York
$10.3M +$166K +1,256 +2%
GSIS
103
Global Strategic Investment Solutions
Arizona
$10.1M -$703K -5,329 -6%
AWMT
104
AAFMAA Wealth Management & Trust
North Carolina
$9.61M +$6.04M +45,756 +169%
IWM
105
IHT Wealth Management
Illinois
$9.49M +$442K +3,351 +5%
TFS
106
Thoroughbred Financial Services
Tennessee
$9.38M -$151K -1,147 -2%
Allianz Asset Management
107
Allianz Asset Management
Germany
$9.29M +$2.56M +19,400 +38%
BAM
108
BOS Asset Management
Illinois
$9.28M +$772K +5,855 +9%
WA
109
Win Advisors
Florida
$9.27M -$4.15M -31,427 -31%
CAM
110
Cresset Asset Management
Illinois
$9.18M +$1.14M +8,663 +14%
Creative Planning
111
Creative Planning
Kansas
$9.01M +$115K +872 +1%
CFG
112
Cosner Financial Group
Colorado
$8.88M -$120K -909 -1%
WQ
113
Wealth Quarterback
New Jersey
$8.66M -$3.72M -28,189 -30%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$8.42M +$8.42M +63,867 New
Comerica Bank
115
Comerica Bank
Texas
$8.39M +$733K +5,555 +10%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$8.15M -$26.1K -199 -0.3%
SCP
117
Stevens Capital Partners
Nebraska
$8.13M +$9.5K +72 +0.1%
PWM
118
Perigon Wealth Management
California
$8.05M -$343K -2,600 -4%
MWA
119
Motive Wealth Advisors
Michigan
$7.85M – – –
AWM
120
AE Wealth Management
Kansas
$7.74M +$1.54M +11,677 +25%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$7.62M +$314K +2,378 +4%
PWA
122
Phoenix Wealth Advisors
North Carolina
$7.44M +$242K +1,832 +3%
KPWS
123
Kestra Private Wealth Services
Texas
$7.02M -$1.72M -13,029 -20%
Mariner
124
Mariner
Kansas
$6.98M +$391K +2,964 +6%
SWAG
125
Spectrum Wealth Advisory Group
California
$6.73M +$14.4K +109 +0.2%
3 4
5
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