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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

217 hedge funds and large institutions have $3.61B invested in iShares Core S&P US Growth ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.97%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
21
Increased
98
Reduced
51
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$125M
2
Bank of America
Bank of America
North Carolina
+$111M
3
LPL Financial
LPL Financial
California
+$40.4M
4
CWM
Cornerstone Wealth Management
Missouri
+$33.3M
5
PAG
Private Advisor Group
New Jersey
+$25.2M

Top Sellers

1
GAG
GM Advisory Group
New York
-$16.5M
2
TF
TIAA FSB
Florida
-$8.18M
3
F
F3Logic
Minnesota
-$7.31M
4
Ameriprise
Ameriprise
Minnesota
-$5.65M
5
WHG
Westwood Holdings Group
Texas
-$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
126
Nikulski Financial
Iowa
$468K +$30.6K +537 +7%
ORI
127
Oak Ridge Investments
Illinois
$464K -$263K -4,232 -36%
GLA
128
Good Life Advisors
Pennsylvania
$463K +$32K +518 +7%
FC
129
Financial Consulate
Maryland
$462K -$433K -6,973 -48%
Kayne Anderson Rudnick Investment Management
130
Kayne Anderson Rudnick Investment Management
California
$437K +$47.8K +771 +12%
WBC
131
West Branch Capital
Massachusetts
$431K -$17.6K -284 -4%
IFAM
132
Institutional & Family Asset Management
Colorado
$423K +$64.7K +1,041 +18%
LNC
133
Lincoln National Corp
Pennsylvania
$414K -$337K -5,417 -45%
Deutsche Bank
134
Deutsche Bank
Germany
$401K +$110K +1,768 +38%
FA
135
FDx Advisors
Illinois
$388K +$51K +821 +15%
HFA
136
High Falls Advisors
New York
$386K – – –
RCAG
137
Rehmann Capital Advisory Group
Michigan
$371K -$16.9K -272 -4%
PA
138
PFG Advisors
Arizona
$371K -$16.5K -285 -4%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$368K +$28.8K +463 +8%
PWA
140
Peterson Wealth Advisors
Utah
$359K +$359K +5,785 New
DJSG
141
D.J. St. Germain
Massachusetts
$357K -$29.5K -475 -8%
SPIA
142
Steward Partners Investment Advisory
New York
$357K -$4.98K -80 -1%
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$339K +$34.2K +551 +11%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$330K -$71.6K -1,153 -18%
Cerity Partners
145
Cerity Partners
New York
$325K – – –
HWA
146
Heritage Wealth Advisors
Virginia
$323K – – –
NWP
147
Northstar Wealth Partners
Connecticut
$314K +$4.78K +77 +2%
ACM
148
Armbruster Capital Management
New York
$311K – – –
APA
149
American Portfolios Advisors
New York
$299K +$107K +1,719 +55%
LFA
150
Legacy Financial Advisors
Kentucky
$295K – – –
4 5
6
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