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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

272 hedge funds and large institutions have $4.45B invested in iShares Core S&P US Growth ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
5.92%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
37
Increased
108
Reduced
67
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.46B
2
LPL Financial
LPL Financial
California
$808M
3
Wells Fargo
Wells Fargo
California
$95.3M
4
ECM
ETrade Capital Management
Virginia
$67.2M
5
BlackRock
BlackRock
New York
$20.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$3.27M
2
PAG
Private Advisor Group
New Jersey
$32.4M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$389M
4
UBS Group
UBS Group
Switzerland
$290M
5
FPGK
Financial Partners Group (Kansas)
Kansas
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$675K +$30.7K +490 +5%
ASN
127
Advisory Services Network
Georgia
$669K +$62.2K +993 +10%
BAAM
128
Baker Avenue Asset Management
California
$664K -$20.6K -329 -3%
SWM
129
Sequoia Wealth Management
Illinois
$647K -$461K -7,250 -42%
DADC
130
D.A. Davidson & Co
Montana
$632K +$632K +10,085 New
BPWA
131
Beacon Pointe Wealth Advisors
California
$627K +$1.88K +30 +0.3%
UWPG
132
Ullmann Wealth Partners Group
Florida
$605K +$125 +2 +0%
RJT
133
Raymond James Trust
Florida
$589K – – –
Renaissance Technologies
134
Renaissance Technologies
New York
$577K +$577K +9,200 New
CB
135
Commerce Bank
Missouri
$573K +$16.6K +265 +3%
FC
136
Financial Consulate
Maryland
$567K +$23.8K +380 +4%
PJSIMP
137
P.J. Schmidt Investment Management (PJS)
Wisconsin
$554K -$26.1K -416 -4%
AMG
138
Asset Management Group
Connecticut
$548K +$2.2K +35 +0.4%
LNC
139
Lincoln National Corp
Pennsylvania
$546K +$60.2K +960 +12%
WT
140
Whittier Trust
California
$543K – – –
BWA
141
Burt Wealth Advisors
Maryland
$496K – – –
NWP
142
Northstar Wealth Partners
Connecticut
$479K +$3.76K +60 +0.8%
PA
143
PFG Advisors
Arizona
$465K -$10.1K -156 -2%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$464K +$125 +2 +0%
NF
145
Nikulski Financial
Iowa
$432K -$30.3K -475 -7%
WBC
146
West Branch Capital
Massachusetts
$423K +$1.38K +22 +0.3%
Mariner
147
Mariner
Kansas
$415K +$415K +6,620 New
IFAM
148
Institutional & Family Asset Management
Colorado
$401K -$25.4K -406 -6%
HFA
149
High Falls Advisors
New York
$390K – – –
WS
150
Wedbush Securities
California
$389K +$56K +895 +17%
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