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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.25B
2
Morgan Stanley
2
Morgan Stanley
New York
$712M
3
VFPW
3
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M
4
MWM
4
Modera Wealth Management
New Jersey
$22.5M
5
PBF
5
Petix & Botte Financial
California
$24.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$110M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$28.7M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$9.4M
4
RJA
4
Raymond James & Associates
Florida
$75.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
126
Neumann Capital Management
California
$3.08M -$222K -2,100 -7%
WPWM
127
Windward Private Wealth Management
Kansas
$3.04M +$504K +4,769 +20%
AWS
128
Atria Wealth Solutions
New York
$2.96M +$2.96M +28,035 New
GP
129
Greenline Partners
New York
$2.93M – – –
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$2.88M -$1.39M -13,188 -33%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$2.87M +$2.87M +27,169 New
CWA
132
Canvas Wealth Advisors
Kansas
$2.8M +$112K +1,193 +4%
FHA
133
Flagship Harbor Advisors
Massachusetts
$2.79M -$1.37M -13,010 -33%
APA
134
American Portfolios Advisors
New York
$2.76M +$296K +2,803 +12%
KFGK
135
Keystone Financial Group (Kentucky)
Kentucky
$2.76M +$13.2K +125 +0.5%
ORI
136
Oak Ridge Investments
Illinois
$2.72M +$2.19M +20,687 +408%
BG
137
Benedetti & Gucer
Georgia
$2.7M +$14.9K +141 +0.6%
NA
138
NewEdge Advisors
Louisiana
$2.68M -$64.1K -607 -2%
PD
139
Planning Directions
Pennsylvania
$2.66M -$51.6K -488 -2%
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$2.65M -$106K -1,003 -4%
JFG
141
JMG Financial Group
Illinois
$2.64M – – –
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$2.64M -$1.5M -14,162 -36%
Mariner
143
Mariner
Kansas
$2.64M +$9.09K +86 +0.3%
SFA
144
Sequoia Financial Advisors
Ohio
$2.63M +$350K +3,315 +15%
HWM
145
HB Wealth Management
Georgia
$2.62M +$8.77K +83 +0.3%
MFG
146
MidWestOne Financial Group
Iowa
$2.61M -$202K -1,915 -7%
SPC
147
Sigma Planning Corp
Michigan
$2.6M +$116K +1,102 +5%
FFG
148
Ford Financial Group
California
$2.57M -$1.76M -16,662 -41%
CM
149
Columbus Macro
Pennsylvania
$2.53M -$69.3K -656 -3%
SFO
150
Stokes Family Office
Louisiana
$2.52M -$53K -502 -2%
4 5
6
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