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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$804M
2
LPL Financial
LPL Financial
California
$1.2B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$609M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$166M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$491K
2
Wells Fargo
Wells Fargo
California
$88M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$579K
4
RJA
Raymond James & Associates
Florida
$58.6M
5
CI
CX Institutional
Indiana
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WealthShield Partners
North Carolina
$3.54M +$236K +2,661 +7%
CCM
127
Colorado Capital Management
Colorado
$3.52M +$66K +744 +2%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$3.49M -$918K -10,400 -21%
PFM
129
Parsec Financial Management
North Carolina
$3.31M -$84.1K -947 -2%
MWA
130
Motive Wealth Advisors
Michigan
$3.29M -$2.56M -28,891 -44%
CIAS
131
Capital Investment Advisory Services
North Carolina
$3.21M -$27.5K -310 -0.9%
B
132
Bailard
California
$3.18M +$3.18M +35,773 New
Creative Planning
133
Creative Planning
Kansas
$3.13M -$1.5M -16,859 -32%
MP
134
McDonald Partners
Ohio
$2.84M – – –
TF
135
TIAA FSB
Florida
$2.78M +$78.3K +882 +3%
AWS
136
Atria Wealth Solutions
New York
$2.77M -$331K -3,724 -11%
CSIA
137
Charles Schwab Investment Advisory
California
$2.77M +$1.29M +14,513 +87%
AAS
138
Ameritas Advisory Services
Nebraska
$2.71M +$167K +1,878 +7%
AT
139
American Trust
Kentucky
$2.68M +$595K +6,617 +29%
GLA
140
Good Life Advisors
Pennsylvania
$2.66M -$239K -2,687 -8%
GP
141
Greenline Partners
New York
$2.66M -$61K -687 -2%
PCM
142
Parsons Capital Management
Rhode Island
$2.64M +$239K +2,696 +10%
FTS
143
Fifth Third Securities
Ohio
$2.61M +$66.5K +749 +3%
WWM
144
Western Wealth Management
Colorado
$2.59M -$87.3K -983 -3%
NCM
145
Neumann Capital Management
California
$2.59M +$4.44K +50 +0.2%
CA
146
Cornerstone Advisory
Maryland
$2.58M -$663K -7,473 -20%
CM
147
Columbus Macro
Pennsylvania
$2.56M -$2.49K -28 -0.1%
AL
148
Aspiriant LLC
California
$2.56M -$30.5K -344 -1%
SPC
149
Sigma Planning Corp
Michigan
$2.39M +$345K +3,882 +17%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$2.35M +$270K +3,047 +13%
4 5
6
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