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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$1.13M -$179K -3,144 -14%
LPT
127
Legacy Private Trust
Wisconsin
$1.12M – – –
BPA
128
Beacon Pointe Advisors
California
$1.06M +$1.06M +18,561 New
CS
129
Credit Suisse
Switzerland
$1.06M +$1.06M +18,600 New
ACA
130
Ackerman Capital Advisors
Texas
$1.04M +$1.04M +18,172 New
APA
131
American Portfolios Advisors
New York
$1.03M -$447K -7,824 -30%
HR
132
Howe & Rusling
New York
$1.01M -$193K -3,383 -16%
Northern Trust
133
Northern Trust
Illinois
$1.01M +$32.9K +577 +3%
IAN
134
Integrated Advisors Network
Texas
$1.01M +$248K +4,340 +33%
IAS
135
Investment Advisory Services
Texas
$957K -$222K -3,887 -19%
SCA
136
Snowden Capital Advisors
New York
$951K +$15K +263 +2%
CHJWM
137
Carlton Hofferkamp & Jenks Wealth Management
Texas
$935K +$6.23K +95 +0.7%
MFG
138
MidWestOne Financial Group
Iowa
$907K +$535K +9,376 +144%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$889K +$114K +1,992 +15%
Comerica Bank
140
Comerica Bank
Texas
$875K +$875K +13,786 New
BCA
141
Berman Capital Advisors
Georgia
$849K +$1.03K +18 +0.1%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$839K -$86.4K -1,513 -9%
KFGK
143
Keystone Financial Group (Kentucky)
Kentucky
$830K -$87.1K -1,527 -10%
EWA
144
EP Wealth Advisors
California
$825K +$15.1K +265 +2%
SFO
145
Stokes Family Office
Louisiana
$819K -$49.6K -869 -6%
WA
146
Wealth Alliance
New York
$818K +$818K +14,320 New
TFF
147
The Family Firm
Maryland
$817K – – –
Bessemer Group
148
Bessemer Group
New Jersey
$804K – – –
Renaissance Technologies
149
Renaissance Technologies
New York
$799K +$5.71K +100 +0.7%
Citigroup
150
Citigroup
New York
$790K -$756K -13,231 -49%
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