IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
2
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
4
LPL Financial
California
$1.32B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.15B
2
DA
2
Doliver Advisors
Texas
$58M
3
BlackRock
3
BlackRock
New York
$50.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
126
Stokes Family Office
Louisiana
$2.38M +$50.5K +493 +2%
PCM
127
Parsons Capital Management
Rhode Island
$2.34M +$13.2K +129 +0.6%
W
128
Wealthquest
Ohio
$2.34M – – –
HB
129
Homrich & Berg
Georgia
$2.33M +$205 +2 +0%
FCI
130
Financial Counselors Inc
Kansas
$2.32M – – –
1WM
131
1900 Wealth Management
Texas
$2.28M +$2.28M +22,288 New
Comerica Bank
132
Comerica Bank
Texas
$2.28M +$35.8K +330 +2%
FTS
133
Fifth Third Securities
Ohio
$2.27M +$2.27M +22,189 New
WP
134
WealthPLAN Partners
Nebraska
$2.27M +$334K +2,903 +17%
Mariner
135
Mariner
Kansas
$2.27M +$278K +2,715 +14%
SPC
136
Sigma Planning Corp
Michigan
$2.24M +$141K +1,380 +7%
Northern Trust
137
Northern Trust
Illinois
$2.2M +$43.8K +428 +2%
MIAN
138
Mariner Independent Advisor Network
Kansas
$2.19M +$56.5K +554 +3%
KAM
139
Knightsbridge Asset Management
California
$2.13M +$764K +7,461 +56%
SPIA
140
Strategic Point Investment Advisors
Rhode Island
$2.05M -$43.5K -425 -2%
APA
141
American Portfolios Advisors
New York
$2.03M +$16K +156 +0.8%
TWM
142
TriaGen Wealth Management
California
$2.02M – – –
LPT
143
Legacy Private Trust
Wisconsin
$1.98M – – –
IAS
144
Investment Advisory Services
Texas
$1.93M +$158K +1,541 +9%
SFG
145
Sovereign Financial Group
Connecticut
$1.81M -$52.7K -515 -3%
CB
146
Commerce Bank
Missouri
$1.8M -$58.9K -575 -3%
EW
147
Evoke Wealth
California
$1.76M +$340K +3,320 +24%
OFG
148
Omega Financial Group
California
$1.76M +$267K +2,606 +18%
VVP
149
Venture Visionary Partners
Ohio
$1.73M -$85.1K -831 -5%
CFA
150
Cahill Financial Advisors
Minnesota
$1.72M +$1.17M +11,408 +213%
4 5
6
7 8