IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$3.42M -$90.7K -1,113 -3%
VA
127
Valmark Advisers
Ohio
$3.4M +$151K +1,855 +5%
GRP
128
Global Retirement Partners
California
$3.39M -$9.62K -118 -0.3%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$3.39M -$121K -1,481 -3%
CAL
130
Capital Analysts LLC
Pennsylvania
$3.23M +$518K +6,349 +19%
CGA
131
Crescent Grove Advisors
Illinois
$3.21M +$2.58M +31,634 +412%
CP
132
Coho Partners
Pennsylvania
$3.2M -$5.6M -68,688 -64%
CCM
133
Colorado Capital Management
Colorado
$3.16M -$9K -111 -0.3%
PFM
134
Parsec Financial Management
North Carolina
$3.12M -$278K -3,411 -8%
WP
135
WealthShield Partners
North Carolina
$3.04M -$273K -3,353 -8%
CA
136
Cornerstone Advisory
Maryland
$2.98M -$569K -6,985 -16%
CIAS
137
Capital Investment Advisory Services
North Carolina
$2.97M +$2.56M +31,370 +622%
AssetMark Inc
138
AssetMark Inc
California
$2.9M +$2.88M +35,317 +12,704%
AWS
139
Atria Wealth Solutions
New York
$2.85M -$4.81K -59 -0.2%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$2.81M +$235K +2,881 +9%
GLA
141
Good Life Advisors
Pennsylvania
$2.66M -$22K -270 -0.8%
MP
142
McDonald Partners
Ohio
$2.61M – – –
GP
143
Greenline Partners
New York
$2.49M -$11.6K -142 -0.5%
TF
144
TIAA FSB
Florida
$2.48M -$61.6K -756 -2%
WWM
145
Western Wealth Management
Colorado
$2.46M -$3.59M -44,081 -59%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$2.44M +$5.14K +63 +0.2%
WLIM
147
White Lighthouse Investment Management
Massachusetts
$2.4M +$1.29M +15,776 +116%
AL
148
Aspiriant LLC
California
$2.38M +$1.72M +21,090 +262%
PSCM
149
Per Stirling Capital Management
Texas
$2.37M +$2.37M +29,113 New
NCM
150
Neumann Capital Management
California
$2.37M +$28.5K +350 +1%
4 5
6
7 8