IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.81B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$460M
3
LPL Financial
LPL Financial
California
$928M
4
ClearBridge Investments
ClearBridge Investments
New York
$30M
5
Wells Fargo
Wells Fargo
California
$128M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$82.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$71M
3
GSWM
Golden State Wealth Management
California
$0
4
EWA
ERTS Wealth Advisors
Michigan
$10.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
126
SteelPeak Wealth
California
$1.45M +$1.45M +21,459 New
TPCW
127
TD Private Client Wealth
New York
$1.43M +$1.43M +21,210 New
HR
128
Howe & Rusling
New York
$1.43M +$16.9K +250 +1%
IAS
129
Investment Advisory Services
Texas
$1.4M +$1.4M +20,648 New
GAG
130
GM Advisory Group
New York
$1.35M +$1.35M +20,000 New
LPT
131
Legacy Private Trust
Wisconsin
$1.33M – – –
ORI
132
Oak Ridge Investments
Illinois
$1.23M -$87.7K -1,296 -7%
Northern Trust
133
Northern Trust
Illinois
$1.16M – – –
JIP
134
Jaffetilchin Investment Partners
Florida
$1.15M +$246K +3,633 +27%
TRCT
135
Tower Research Capital (TRC)
New York
$1.12M -$1.35M -19,959 -55%
SCA
136
Snowden Capital Advisors
New York
$1.11M -$6.22K -92 -0.6%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$145K +2,149 +15%
BPWA
138
Beacon Pointe Wealth Advisors
California
$1.1M +$389K +5,757 +55%
KFGK
139
Keystone Financial Group (Kentucky)
Kentucky
$1.09M +$1.09M +16,071 New
SFO
140
Stokes Family Office
Louisiana
$1.03M +$1.03M +15,216 New
Millennium Management
141
Millennium Management
New York
$1.02M +$1.02M +15,008 New
RJT
142
Raymond James Trust
Florida
$1.01M +$81.5K +1,205 +9%
BCA
143
Berman Capital Advisors
Georgia
$1.01M +$2.37K +35 +0.2%
CHJWM
144
Carlton Hofferkamp & Jenks Wealth Management
Texas
$978K +$978K +14,163 New
TFF
145
The Family Firm
Maryland
$968K +$1.62K +24 +0.2%
EWA
146
EP Wealth Advisors
California
$959K +$959K +14,181 New
Bessemer Group
147
Bessemer Group
New Jersey
$953K – – –
Renaissance Technologies
148
Renaissance Technologies
New York
$940K +$940K +13,900 New
MCWS
149
McKinley Carter Wealth Services
West Virginia
$919K +$139K +2,055 +18%
IAN
150
Integrated Advisors Network
Texas
$898K +$898K +13,273 New
4 5
6
7 8