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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

251 hedge funds and large institutions have $3.52B invested in iShares Core S&P US Growth ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+34
Holders Change %
+15.67%
% of All Funds
5.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
69
Increased
89
Reduced
52
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$170M
2
ClearBridge Investments
ClearBridge Investments
New York
+$80.6M
3
Wells Fargo
Wells Fargo
California
+$48.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.8M
5
Morgan Stanley
Morgan Stanley
New York
+$39.1M

Top Sellers

1
AC
Alleghany Corporation
New York
-$93.9M
2
CWM
Cornerstone Wealth Management
Missouri
-$40.1M
3
AG
Advisor Group
Arizona
-$20.8M
4
Jane Street
Jane Street
New York
-$15M
5
PAG
Private Advisor Group
New Jersey
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
151
West Branch Capital
Massachusetts
$353K -$12.1K -230 -3%
FC
152
Financial Consulate
Maryland
$350K -$42.1K -798 -11%
LNC
153
Lincoln National Corp
Pennsylvania
$338K -$12.6K -239 -4%
PPW
154
Pasadena Private Wealth
California
$336K +$336K +6,378 New
HFA
155
High Falls Advisors
New York
$328K – – –
Deutsche Bank
156
Deutsche Bank
Germany
$326K -$13.4K -254 -4%
Renaissance Technologies
157
Renaissance Technologies
New York
$316K +$316K +6,000 New
PWA
158
Peterson Wealth Advisors
Utah
$307K +$2.06K +39 +0.7%
SPIA
159
Steward Partners Investment Advisory
New York
$299K -$2.52K -48 -0.8%
MWA
160
Meridian Wealth Advisors
Texas
$297K +$297K +5,635 New
DJSG
161
D.J. St. Germain
Massachusetts
$285K -$18.2K -345 -6%
LRIA
162
Leonard Rickey Investment Advisors
Washington
$285K +$285K +5,416 New
Bank of New York Mellon
163
Bank of New York Mellon
New York
$280K – – –
VWA
164
V Wealth Advisors
Kansas
$280K +$82K +1,506 +41%
Cerity Partners
165
Cerity Partners
New York
$276K – – –
HWA
166
Heritage Wealth Advisors
Virginia
$274K – – –
NWP
167
Northstar Wealth Partners
Connecticut
$261K -$6.01K -114 -2%
BCM
168
Bienville Capital Management
New York
$254K +$254K +4,815 New
ACM
169
Armbruster Capital Management
New York
$253K -$10.5K -200 -4%
RC
170
Rinet Company
Massachusetts
$245K +$245K +4,651 New
HCIA
171
Hochman Cole Investment Advisors
Illinois
$243K – – –
PG
172
Patten Group
Tennessee
$242K +$20.5K +390 +9%
SCM
173
SOL Capital Management
Maryland
$237K – – –
BFA
174
Beaumont Financial Advisors
Massachusetts
$237K +$237K +4,497 New
ASN
175
Advisory Services Network
Georgia
$233K -$1.23M -23,410 -84%
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7
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