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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$222M
3
Bank of America
3
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$45.4M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
AWM
3
AE Wealth Management
Kansas
$16.1M
4
AAMA
4
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
126
Symphony Financial
Texas
$4.64M -$9.43M -91,281 -67%
CAM
127
Cresset Asset Management
Illinois
$4.49M -$110K -1,054 -2%
VA
128
Valmark Advisers
Ohio
$4.42M -$165K -1,585 -4%
Lido Advisors
129
Lido Advisors
California
$4.36M -$3.3M -31,654 -43%
B
130
Bailard
California
$4.29M -$21.4K -206 -0.5%
FFG
131
Foundry Financial Group
New Hampshire
$4.28M +$4.28M +41,075 New
IAN
132
Integrated Advisors Network
Texas
$4.2M -$107K -1,024 -2%
FHC
133
First Heartland Consultants
Missouri
$4.13M -$109K -1,048 -3%
US Bancorp
134
US Bancorp
Minnesota
$4.12M -$137K -1,318 -3%
WPWM
135
Windward Private Wealth Management
Kansas
$4.09M +$44.3K +426 +1%
CCM
136
Colorado Capital Management
Colorado
$3.89M -$142K -1,366 -4%
AWM
137
Able Wealth Management
New Jersey
$3.76M +$3.76M +36,131 New
CIAS
138
Capital Investment Advisory Services
North Carolina
$3.71M -$21.8K -209 -0.6%
OAM
139
Oppenheimer Asset Management
New York
$3.71M +$3.71M +35,664 New
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$3.69M -$86.6K -832 -2%
SFPG
141
Stonebridge Financial Planning Group
Florida
$3.65M -$251K -2,411 -6%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$3.58M -$16.2K -156 -0.5%
IAS
143
Investment Advisory Services
Texas
$3.57M +$238K +2,286 +7%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$3.55M +$777K +7,467 +28%
MP
145
McDonald Partners
Ohio
$3.33M – – –
PCM
146
Parsons Capital Management
Rhode Island
$3.31M +$45.4K +436 +1%
AWS
147
Atria Wealth Solutions
New York
$3.28M +$149K +1,432 +5%
NCM
148
Neumann Capital Management
California
$3.21M – – –
RA
149
RFG Advisory
Alabama
$3.2M +$1.9M +18,261 +147%
WP
150
WealthShield Partners
North Carolina
$3.2M -$887K -8,520 -22%
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6
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