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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$949M
2
Fidelity International
2
Fidelity International
Bermuda
$60.8M
3
Bank of America
3
Bank of America
North Carolina
$3.64B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$692M
5
FWI
5
Facet Wealth Inc
Maryland
$77.3M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$169M
2
Amundi
2
Amundi
France
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$14.8M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
126
Bailard
California
$3.87M +$381K +3,901 +11%
WP
127
WealthShield Partners
North Carolina
$3.84M -$58K -594 -1%
CCM
128
Colorado Capital Management
Colorado
$3.82M -$48.4K -496 -1%
US Bancorp
129
US Bancorp
Minnesota
$3.76M -$249K -2,554 -6%
FTUS
130
Flow Traders U.S.
New York
$3.73M +$3.09M +31,681 +485%
WPWM
131
Windward Private Wealth Management
Kansas
$3.61M -$1.8M -18,430 -33%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$3.57M -$281K -2,884 -7%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$3.53M +$2.96M +30,347 +522%
CIAS
134
Capital Investment Advisory Services
North Carolina
$3.52M -$9.76K -100 -0.3%
MWA
135
Motive Wealth Advisors
Michigan
$3.4M -$215K -2,206 -6%
RWA
136
Redhawk Wealth Advisors
Minnesota
$3.14M -$2.89M -29,640 -48%
MP
137
McDonald Partners
Ohio
$3.12M – – –
PCM
138
Parsons Capital Management
Rhode Island
$3.04M +$133K +1,358 +5%
NCM
139
Neumann Capital Management
California
$3.01M +$161K +1,650 +6%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$2.99M +$403K +4,130 +16%
FTS
141
Fifth Third Securities
Ohio
$2.99M +$116K +1,186 +4%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$2.94M -$1.08M -11,077 -27%
AT
143
American Trust
Kentucky
$2.91M – – –
IAS
144
Investment Advisory Services
Texas
$2.9M +$398K +4,074 +16%
PTC
145
Private Trust Company
Ohio
$2.89M +$323K +3,305 +13%
CSIA
146
Charles Schwab Investment Advisory
California
$2.87M -$178K -1,826 -6%
TF
147
TIAA FSB
Florida
$2.86M -$198K -2,023 -6%
CA
148
Cornerstone Advisory
Maryland
$2.79M -$40.3K -413 -1%
AL
149
Aspiriant LLC
California
$2.78M -$31.5K -323 -1%
GLA
150
Good Life Advisors
Pennsylvania
$2.78M -$142K -1,450 -5%
4 5
6
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