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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

217 hedge funds and large institutions have $3.61B invested in iShares Core S&P US Growth ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.97%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
21
Increased
98
Reduced
51
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$125M
2
Bank of America
Bank of America
North Carolina
+$111M
3
LPL Financial
LPL Financial
California
+$40.4M
4
CWM
Cornerstone Wealth Management
Missouri
+$33.3M
5
PAG
Private Advisor Group
New Jersey
+$25.2M

Top Sellers

1
GAG
GM Advisory Group
New York
-$16.5M
2
TF
TIAA FSB
Florida
-$8.18M
3
F
F3Logic
Minnesota
-$7.31M
4
Ameriprise
Ameriprise
Minnesota
-$5.65M
5
WHG
Westwood Holdings Group
Texas
-$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
151
Hochman Cole Investment Advisors
Illinois
$286K – – –
Creative Planning
152
Creative Planning
Kansas
$282K +$21.3K +342 +8%
SCM
153
SOL Capital Management
Maryland
$280K – – –
LIM
154
Leavell Investment Management
Alabama
$269K – – –
PG
155
Patten Group
Tennessee
$261K +$34.8K +560 +15%
WS
156
Wedbush Securities
California
$260K +$260K +4,181 New
MFG
157
Merit Financial Group
Georgia
$252K -$8.47K -64 -3%
KA
158
Kovack Advisors
Florida
$244K +$244K +3,931 New
BBHC
159
Brown Brothers Harriman & Co
New York
$242K -$35.9K -578 -13%
SWM
160
SeaCrest Wealth Management
New York
$239K +$20.4K +329 +9%
CAL
161
Capital Analysts LLC
Pennsylvania
$235K – – –
PCP
162
Proficio Capital Partners
Massachusetts
$234K – – –
VWA
163
V Wealth Advisors
Kansas
$226K +$226K +3,637 New
WSFS
164
Wilmington Savings Fund Society
Delaware
$224K – – –
I
165
IberiaBank
Louisiana
$210K +$210K +3,386 New
SMFS
166
Squar Milner Financial Services
California
$209K – – –
GWM
167
Geneos Wealth Management
Colorado
$206K +$146K +2,350 +242%
CB
168
Commerce Bank
Missouri
$206K +$206K +3,320 New
VA
169
Valmark Advisers
Ohio
$202K +$202K +3,257 New
SI
170
Stephens Inc
Arkansas
$200K +$200K +3,225 New
CPIG
171
Chicago Partners Investment Group
Illinois
$195K -$28.7K -520 -13%
UBS AM
172
UBS AM
Illinois
$176K -$14.6K -235 -8%
PCG
173
Private Capital Group
Connecticut
$124K – – –
AA
174
Ancora Advisors
Ohio
$121K +$121K +1,949 New
SF
175
Synovus Financial
Georgia
$119K +$3.04K +49 +3%
5 6
7
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