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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

251 hedge funds and large institutions have $3.52B invested in iShares Core S&P US Growth ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+34
Holders Change %
+15.67%
% of All Funds
5.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
69
Increased
89
Reduced
52
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$170M
2
ClearBridge Investments
ClearBridge Investments
New York
+$80.6M
3
Wells Fargo
Wells Fargo
California
+$48.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.8M
5
Morgan Stanley
Morgan Stanley
New York
+$39.1M

Top Sellers

1
AC
Alleghany Corporation
New York
-$93.9M
2
CWM
Cornerstone Wealth Management
Missouri
-$40.1M
3
AG
Advisor Group
Arizona
-$20.8M
4
Jane Street
Jane Street
New York
-$15M
5
PAG
Private Advisor Group
New Jersey
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
126
Financial Advocates Investment Management
Washington
$684K -$586K -11,110 -46%
BRWA
127
B. Riley Wealth Advisors
Florida
$669K +$80.3K +1,522 +14%
BJL
128
Brighton Jones LLC
Washington
$663K +$3.06K +58 +0.5%
MCG
129
MACRO Consulting Group
New Jersey
$616K +$616K +11,703 New
SWM
130
Sequoia Wealth Management
Illinois
$590K -$189K -3,590 -24%
M&T Bank
131
M&T Bank
New York
$588K +$588K +11,165 New
BAAM
132
Baker Avenue Asset Management
California
$576K -$129K -2,450 -18%
CL
133
CIM LLC
New York
$573K +$49.2K +933 +9%
FIA
134
Foundations Investment Advisors
Arizona
$558K +$558K +9,719 New
PJSIMP
135
P.J. Schmidt Investment Management (PJS)
Wisconsin
$515K -$5.95K -113 -1%
Kayne Anderson Rudnick Investment Management
136
Kayne Anderson Rudnick Investment Management
California
$512K +$141K +2,681 +38%
Creative Planning
137
Creative Planning
Kansas
$507K +$268K +5,075 +112%
SB
138
Suntrust Banks
Georgia
$480K +$9.12K +173 +2%
HB
139
Homrich & Berg
Georgia
$473K +$473K +8,981 New
WT
140
Whittier Trust
California
$457K – – –
AMG
141
Asset Management Group
Connecticut
$457K +$2.9K +55 +0.6%
BPWA
142
Beacon Pointe Wealth Advisors
California
$447K +$447K +8,468 New
PA
143
PFG Advisors
Arizona
$425K +$54.9K +950 +15%
SFS
144
Sowell Financial Services
Arkansas
$422K +$422K +8,003 New
BWA
145
Burt Wealth Advisors
Maryland
$417K – – –
NF
146
Nikulski Financial
Iowa
$399K -$32.9K -625 -8%
VFA
147
Voya Financial Advisors
Connecticut
$382K -$41.6K -798 -10%
AFM
148
Andesa Financial Management
Pennsylvania
$374K +$374K +7,102 New
IFAM
149
Institutional & Family Asset Management
Colorado
$359K – – –
CB
150
Commerce Bank
Missouri
$355K +$180K +3,420 +103%
4 5
6
7 8