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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
126
Thoroughbred Financial Services
Tennessee
$5.94M -$2.86M -24,427 -33%
GRP
127
Global Retirement Partners
California
$5.81M -$202K -1,727 -3%
Mariner
128
Mariner
Kansas
$5.78M -$554K -4,727 -9%
MSFS
129
Main Street Financial Solutions
Pennsylvania
$5.64M +$5.64M +48,130 New
CCM
130
Coldstream Capital Management
Washington
$5.59M -$121K -1,029 -2%
FFG
131
Foundry Financial Group
New Hampshire
$5.24M +$424K +3,618 +9%
IAN
132
Integrated Advisors Network
Texas
$5.13M +$396K +3,377 +8%
AssetMark Inc
133
AssetMark Inc
California
$5.05M +$4.97M +42,362 +5,859%
Lido Advisors
134
Lido Advisors
California
$4.88M -$22.5K -192 -0.5%
VA
135
Valmark Advisers
Ohio
$4.87M -$108K -924 -2%
FHC
136
First Heartland Consultants
Missouri
$4.65M -$3.75K -32 -0.1%
CCM
137
Colorado Capital Management
Colorado
$4.48M +$96.2K +821 +2%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$4.47M +$321K +2,742 +8%
US Bancorp
139
US Bancorp
Minnesota
$4.42M -$218K -1,863 -5%
WPWM
140
Windward Private Wealth Management
Kansas
$4.35M -$262K -2,237 -6%
AWM
141
Able Wealth Management
New Jersey
$4.32M +$81.7K +697 +2%
RA
142
RFG Advisory
Alabama
$4.31M +$710K +6,061 +20%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$4.21M +$181K +1,546 +4%
IAS
144
Investment Advisory Services
Texas
$4.09M +$62K +529 +2%
Two Sigma Investments
145
Two Sigma Investments
New York
$4.06M -$2.37M -20,200 -37%
SFPG
146
Stonebridge Financial Planning Group
Florida
$3.93M -$178K -1,520 -4%
MFG
147
MidWestOne Financial Group
Iowa
$3.89M -$1.83M -15,635 -32%
TPCW
148
TD Private Client Wealth
New York
$3.85M +$536K +4,570 +16%
CA
149
Cornerstone Advisory
Maryland
$3.84M +$654K +5,580 +21%
MCM
150
Monument Capital Management
Virginia
$3.8M -$16.1M -137,737 -81%
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