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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
126
Peninsula Wealth
California
$6.42M -$401K -3,006 -6%
M&T Bank
127
M&T Bank
New York
$6.39M -$458K -3,473 -7%
IA
128
IFG Advisory
Georgia
$5.88M +$699K +5,296 +13%
CCM
129
Coldstream Capital Management
Washington
$5.7M -$146K -1,105 -2%
WHG
130
Westwood Holdings Group
Texas
$5.69M -$94.2K -714 -2%
FFG
131
Foundry Financial Group
New Hampshire
$5.47M +$45.9K +348 +0.8%
GLA
132
Good Life Advisors
Pennsylvania
$5.37M +$2.8M +21,246 +109%
Lido Advisors
133
Lido Advisors
California
$5.31M +$30.1K +228 +0.6%
RWA
134
Redhawk Wealth Advisors
Minnesota
$5.28M -$192K -1,458 -4%
RA
135
RFG Advisory
Alabama
$5.28M +$513K +3,886 +11%
NA
136
NewEdge Advisors
Louisiana
$5.27M +$963K +7,304 +22%
1WM
137
1900 Wealth Management
Texas
$5.24M -$559K -4,239 -10%
TPCW
138
TD Private Client Wealth
New York
$5.13M +$17.5K +133 +0.3%
GRP
139
Global Retirement Partners
California
$5.06M -$1.75M -13,280 -26%
IAS
140
Investment Advisory Services
Texas
$5.04M +$171K +1,300 +4%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$4.99M -$103K -778 -2%
FHC
142
First Heartland Consultants
Missouri
$4.95M -$104K -786 -2%
AWS
143
Atria Wealth Solutions
New York
$4.92M +$743K +5,631 +18%
AWM
144
Able Wealth Management
New Jersey
$4.92M +$15.7K +119 +0.3%
US Bancorp
145
US Bancorp
Minnesota
$4.9M -$57.8K -438 -1%
TPW
146
Transatlantique Private Wealth
New York
$4.84M +$546K +4,140 +13%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$4.81M +$201K +1,523 +4%
CA
148
Cornerstone Advisory
Maryland
$4.61M +$108K +821 +2%
WPWM
149
Windward Private Wealth Management
Kansas
$4.46M -$53.3K -404 -1%
SFPG
150
Stonebridge Financial Planning Group
Florida
$4.35M -$8.84K -67 -0.2%
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