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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

767 hedge funds and large institutions have $15.8B invested in iShares Core S&P US Growth ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 233 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+78
Holders Change %
+11.32%
% of All Funds
10.21%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
127
Increased
233
Reduced
226
Closed
34
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
-$35K

Top Buyers

1
BTI
Blue Trust Inc
Georgia
$269M
2
LPL Financial
LPL Financial
California
$2.13B
3
Bank of America
Bank of America
North Carolina
$5.5B
4
Fidelity International
Fidelity International
Bermuda
$28.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$121M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$877M
2
FWI
Facet Wealth Inc
Maryland
$100M
3
Corient Private Wealth
Corient Private Wealth
Florida
$21.6M
4
Two Sigma Investments
Two Sigma Investments
New York
$5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$11.8M -$888K -6,374 -7%
QC
102
Quent Capital
New York
$11.5M +$691K +4,960 +6%
Goldman Sachs
103
Goldman Sachs
New York
$11.3M -$2.54M -18,196 -18%
SWP
104
Stratos Wealth Partners
Ohio
$10.8M -$235K -1,688 -2%
IWM
105
IHT Wealth Management
Illinois
$10.8M +$751K +5,386 +7%
Allianz Asset Management
106
Allianz Asset Management
Germany
$10.7M +$928K +6,660 +9%
AWMT
107
AAFMAA Wealth Management & Trust
North Carolina
$10.4M +$198K +1,419 +2%
TFS
108
Thoroughbred Financial Services
Tennessee
$9.83M -$77.1K -553 -0.8%
CFG
109
Cosner Financial Group
Colorado
$9.82M +$435K +3,122 +5%
Creative Planning
110
Creative Planning
Kansas
$9.62M +$104K +747 +1%
BAM
111
BOS Asset Management
Illinois
$9.59M -$217K -1,555 -2%
WQ
112
Wealth Quarterback
New Jersey
$9.58M +$440K +3,154 +5%
Comerica Bank
113
Comerica Bank
Texas
$9.55M +$685K +4,917 +8%
KPWS
114
Kestra Private Wealth Services
Texas
$9.53M +$2.11M +15,141 +28%
AAS
115
Ameritas Advisory Services
Nebraska
$9.48M +$7.84M +56,228 +476%
GSIS
116
Global Strategic Investment Solutions
Arizona
$9.46M -$1.24M -8,881 -12%
Charles Schwab
117
Charles Schwab
California
$9.14M -$3.77M -27,029 -29%
SCP
118
Stevens Capital Partners
Nebraska
$8.46M -$134K -962 -2%
PWM
119
Perigon Wealth Management
California
$8.45M -$138K -977 -2%
CAM
120
Cresset Asset Management
Illinois
$8.41M -$1.28M -9,219 -13%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$8.15M +$96.3K +691 +1%
MWA
122
Motive Wealth Advisors
Michigan
$8.07M -$519K -3,724 -6%
Mariner
123
Mariner
Kansas
$7.89M +$513K +3,678 +7%
IA
124
IFG Advisory
Georgia
$7.88M +$1.66M +11,944 +27%
PW
125
Peninsula Wealth
California
$7.14M +$430K +3,088 +6%
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5
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