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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

187 hedge funds and large institutions have $2.14B invested in iShares Core S&P US Growth ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+41
Holders Change %
+28.08%
% of All Funds
4.25%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
50
Increased
79
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$543M
2
AC
Alleghany Corporation
New York
$78.5M
3
LPL Financial
LPL Financial
California
$490M
4
ClearBridge Investments
ClearBridge Investments
New York
$30.6M
5
Wells Fargo
Wells Fargo
California
$86.3M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$19.4M
2
Jane Street
Jane Street
New York
$1.47M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$640K
4
GFPC
Global Financial Private Capital
Florida
$0
5
ICOA
Investment Centers of America
North Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
126
Berman Capital Advisors
Georgia
$296K +$296K +5,505 New
CB
127
Commerce Bank
Missouri
$292K +$15.1K +280 +5%
NF
128
Nikulski Financial
Iowa
$291K +$291K +5,407 New
DJSG
129
D.J. St. Germain
Massachusetts
$290K – – –
BFC
130
Bedel Financial Consulting
Indiana
$285K +$285K +5,300 New
Cerity Partners
131
Cerity Partners
New York
$281K +$281K +5,234 New
HWA
132
Heritage Wealth Advisors
Virginia
$280K – – –
ACM
133
Armbruster Capital Management
New York
$280K – – –
STA
134
Summit Trail Advisors
New York
$278K +$278K +5,166 New
CT
135
CPF Texas
Texas
$274K +$274K +5,012 New
SWM
136
Sequoia Wealth Management
Illinois
$270K +$270K +4,821 New
AEPG
137
American Economic Planning Group
New Jersey
$258K – – –
LFA
138
Legacy Financial Advisors
Kentucky
$255K +$255K +4,756 New
HCIA
139
Hochman Cole Investment Advisors
Illinois
$248K -$40K -743 -14%
SCM
140
SOL Capital Management
Maryland
$242K – – –
MFG
141
Merit Financial Group
Georgia
$242K +$242K +1,949 New
NB
142
Nicolet Bankshares
Wisconsin
$240K -$152K -2,832 -39%
LIM
143
Leavell Investment Management
Alabama
$232K – – –
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
$226K – – –
PAMG
145
Patton Albertson Miller Group
Tennessee
$225K -$152K -2,833 -40%
SPIA
146
Steward Partners Investment Advisory
New York
$213K +$54 +1 +0%
KA
147
Kovack Advisors
Florida
$211K +$211K +3,924 New
CAL
148
Capital Analysts LLC
Pennsylvania
$204K – – –
PCP
149
Proficio Capital Partners
Massachusetts
$203K – – –
SWM
150
SeaCrest Wealth Management
New York
$195K +$195K +3,618 New
4 5
6
7 8