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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

767 hedge funds and large institutions have $15.8B invested in iShares Core S&P US Growth ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 233 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+78
Holders Change %
+11.32%
% of All Funds
10.21%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
127
Increased
233
Reduced
226
Closed
34
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
-$35K

Top Buyers

1
BTI
Blue Trust Inc
Georgia
$269M
2
LPL Financial
LPL Financial
California
$2.13B
3
Bank of America
Bank of America
North Carolina
$5.5B
4
Fidelity International
Fidelity International
Bermuda
$28.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$121M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$877M
2
FWI
Facet Wealth Inc
Maryland
$100M
3
Corient Private Wealth
Corient Private Wealth
Florida
$21.6M
4
Two Sigma Investments
Two Sigma Investments
New York
$5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWAG
126
Spectrum Wealth Advisory Group
California
$7.07M -$43.1K -309 -0.6%
PWA
127
Phoenix Wealth Advisors
North Carolina
$7.04M -$823K -5,908 -10%
LSL
128
Legacy Solutions LLC
Pennsylvania
$7.01M +$7.01M +50,324 New
GRP
129
Global Retirement Partners
California
$6.98M +$1.63M +11,667 +30%
AWS
130
Atria Wealth Solutions
New York
$6.42M +$1.22M +8,740 +23%
WHG
131
Westwood Holdings Group
Texas
$6M -$17.7K -127 -0.3%
CCM
132
Coldstream Capital Management
Washington
$5.89M -$134K -964 -2%
NA
133
NewEdge Advisors
Louisiana
$5.75M +$182K +1,303 +3%
Lido Advisors
134
Lido Advisors
California
$5.74M +$130K +936 +2%
FFG
135
Foundry Financial Group
New Hampshire
$5.63M -$149K -1,070 -3%
TPCW
136
TD Private Client Wealth
New York
$5.59M +$175K +1,256 +3%
RWA
137
Redhawk Wealth Advisors
Minnesota
$5.52M -$58.2K -418 -1%
TPW
138
Transatlantique Private Wealth
New York
$5.52M +$403K +2,891 +8%
1WM
139
1900 Wealth Management
Texas
$5.51M -$32.3K -232 -0.6%
IAS
140
Investment Advisory Services
Texas
$5.47M +$136K +978 +3%
RA
141
RFG Advisory
Alabama
$5.45M -$119K -853 -2%
AWM
142
Able Wealth Management
New Jersey
$5.41M +$212K +1,522 +4%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$5.28M +$4.74K +34 +0.1%
FHC
144
First Heartland Consultants
Missouri
$5.27M +$45.6K +327 +0.9%
CA
145
Cornerstone Advisory
Maryland
$5.12M +$16.2K +111 +0.3%
CM
146
Columbus Macro
Pennsylvania
$5.12M +$1.7M +12,234 +50%
Two Sigma Investments
147
Two Sigma Investments
New York
$5M -$27.6M -197,800 -85%
M&T Bank
148
M&T Bank
New York
$5M -$1.75M -12,573 -26%
US Bancorp
149
US Bancorp
Minnesota
$4.91M -$264K -1,892 -5%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$4.62M -$465K -3,335 -9%
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