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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
LPL Financial
LPL Financial
California
$1.31B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$688M
4
Osaic Holdings
Osaic Holdings
Arizona
$51.4M
5
AWM
AE Wealth Management
Kansas
$25.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.39B
2
Fidelity International
Fidelity International
Bermuda
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.44M
4
UBS Group
UBS Group
Switzerland
$128M
5
FAIM
Financial Advocates Investment Management
Washington
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
126
Bailard
California
$3.93M +$164K +1,732 +4%
IAN
127
Integrated Advisors Network
Texas
$3.92M -$1.94M -20,414 -33%
MFG
128
MidWestOne Financial Group
Iowa
$3.89M -$730K -7,694 -16%
US Bancorp
129
US Bancorp
Minnesota
$3.88M +$224K +2,363 +6%
FHC
130
First Heartland Consultants
Missouri
$3.86M -$20.5K -216 -0.5%
WP
131
WealthShield Partners
North Carolina
$3.73M -$6.19K -65 -0.2%
WPWM
132
Windward Private Wealth Management
Kansas
$3.69M +$184K +1,937 +5%
CCM
133
Colorado Capital Management
Colorado
$3.67M -$39K -411 -1%
SFPG
134
Stonebridge Financial Planning Group
Florida
$3.55M -$273K -2,874 -7%
GWM
135
GDS Wealth Management
Texas
$3.5M +$2.09M +22,056 +148%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$3.44M -$40.6K -428 -1%
CIAS
137
Capital Investment Advisory Services
North Carolina
$3.4M -$11.9K -126 -0.3%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$3.28M +$2.57M +27,136 +364%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$3.27M +$368K +3,877 +13%
MWA
140
Motive Wealth Advisors
Michigan
$3.23M -$76.1K -802 -2%
AAS
141
Ameritas Advisory Services
Nebraska
$3.05M +$1.56M +16,313 +104%
IAS
142
Investment Advisory Services
Texas
$3.04M +$218K +2,302 +8%
MP
143
McDonald Partners
Ohio
$3.03M – – –
PCM
144
Parsons Capital Management
Rhode Island
$2.97M +$24.5K +258 +0.8%
NCM
145
Neumann Capital Management
California
$2.92M – – –
TIAA Trust, National Association
146
TIAA Trust, National Association
North Carolina
$2.88M +$2.88M +30,384 New
TPCW
147
TD Private Client Wealth
New York
$2.88M +$220K +2,319 +8%
AWS
148
Atria Wealth Solutions
New York
$2.85M +$175K +1,840 +7%
RWA
149
Redhawk Wealth Advisors
Minnesota
$2.82M -$227K -2,394 -7%
PTC
150
Private Trust Company
Ohio
$2.79M -$18K -190 -0.6%
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