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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
2
Wells Fargo
California
$176M
3
RJA
3
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$669M
5
LPL Financial
5
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.41B
2
AWM
2
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
126
Capital Analysts LLC
Pennsylvania
$3.37M +$138K +1,196 +4%
F
127
F3Logic
Minnesota
$3.35M +$454K +3,921 +16%
CWA
128
Canvas Wealth Advisors
Kansas
$3.3M -$140K -1,208 -4%
GP
129
Greenline Partners
New York
$3.21M +$1.31M +11,334 +69%
MFG
130
MidWestOne Financial Group
Iowa
$3.08M +$237K +2,054 +8%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$3.01M +$24.7K +214 +0.8%
KFGK
132
Keystone Financial Group (Kentucky)
Kentucky
$3.01M +$146K +1,259 +5%
NA
133
NewEdge Advisors
Louisiana
$3.01M +$1.76M +15,221 +141%
PD
134
Planning Directions
Pennsylvania
$2.96M -$5.67K -49 -0.2%
BG
135
Benedetti & Gucer
Georgia
$2.94M -$36.6K -317 -1%
JFG
136
JMG Financial Group
Illinois
$2.89M – – –
Mariner
137
Mariner
Kansas
$2.87M +$311K +2,685 +12%
HWM
138
HB Wealth Management
Georgia
$2.86M +$2.86M +24,745 New
CM
139
Columbus Macro
Pennsylvania
$2.85M +$2.48M +21,462 +681%
SFO
140
Stokes Family Office
Louisiana
$2.82M +$126K +1,093 +5%
MCA
141
Magnolia Capital Advisors
Mississippi
$2.79M +$1.32M +11,378 +89%
FPW
142
Flagship Private Wealth
Massachusetts
$2.78M -$26.7K -231 -1%
WPWM
143
Windward Private Wealth Management
Kansas
$2.78M -$20.9K -181 -0.7%
IAS
144
Investment Advisory Services
Texas
$2.74M +$565K +4,886 +26%
SPC
145
Sigma Planning Corp
Michigan
$2.72M +$189K +1,631 +7%
APA
146
American Portfolios Advisors
New York
$2.7M +$413K +3,568 +18%
KAM
147
Knightsbridge Asset Management
California
$2.69M +$280K +2,417 +12%
FTS
148
Fifth Third Securities
Ohio
$2.66M +$95.8K +828 +4%
PCM
149
Parsons Capital Management
Rhode Island
$2.63M -$12.6K -109 -0.5%
FCI
150
Financial Counselors Inc
Kansas
$2.62M – – –
4 5
6
7 8