IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

257 hedge funds and large institutions have $4.06B invested in iShares Core S&P US Growth ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.57%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
93
Reduced
70
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$43M
2
LPL Financial
LPL Financial
California
+$37.7M
3
UBS Group
UBS Group
Switzerland
+$30.9M
4
PAG
Private Advisor Group
New Jersey
+$18.5M
5
ECM
ETrade Capital Management
Virginia
+$16.8M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$92.4M
2
Wells Fargo
Wells Fargo
California
-$50.7M
3
RJA
Raymond James & Associates
Florida
-$33.2M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.8M
5
CFSG
Community Financial Services Group
Vermont
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
151
Columbus Macro
Pennsylvania
$381K +$381K +6,312 New
RP
152
Riverbridge Partners
Minnesota
$375K -$2.1M -34,825 -85%
HFA
153
High Falls Advisors
New York
$375K – – –
MWA
154
Meridian Wealth Advisors
Texas
$370K +$30.2K +500 +9%
ClearBridge Investments
155
ClearBridge Investments
New York
$360K -$92.4M -1,532,226 -100%
PWA
156
Peterson Wealth Advisors
Utah
$360K +$1.17K +19 +0.3%
CWM
157
Cornerstone Wealth Management
Missouri
$355K +$355K +2,127 New
SCM
158
SOL Capital Management
Maryland
$354K +$82.6K +1,370 +30%
SPIA
159
Steward Partners Investment Advisory
New York
$346K +$2.83K +47 +0.8%
Kayne Anderson Rudnick Investment Management
160
Kayne Anderson Rudnick Investment Management
California
$344K -$243K -4,021 -41%
LRIA
161
Leonard Rickey Investment Advisors
Washington
$334K +$7.36K +122 +2%
DJSG
162
D.J. St. Germain
Massachusetts
$326K – – –
Bank of New York Mellon
163
Bank of New York Mellon
New York
$321K – – –
WS
164
Wedbush Securities
California
$321K +$74K +1,226 +30%
AL
165
Aspiriant LLC
California
$318K +$318K +5,275 New
Cerity Partners
166
Cerity Partners
New York
$316K – – –
HWA
167
Heritage Wealth Advisors
Virginia
$314K – – –
VFA
168
Voya Financial Advisors
Connecticut
$312K -$128K -2,131 -29%
IAA
169
Independent Advisor Alliance
North Carolina
$305K +$74.3K +1,230 +32%
Nomura Asset Management
170
Nomura Asset Management
Japan
$302K -$1.51M -25,000 -83%
GG
171
GenWealth Group
New Jersey
$295K +$295K +4,854 New
ACM
172
Armbruster Capital Management
New York
$290K – – –
WCG
173
Weaver Consulting Group
California
$288K +$288K +4,645 New
RC
174
Rinet Company
Massachusetts
$281K – – –
MWC
175
MKD Wealth Coaches
Michigan
$280K +$15.7K +260 +6%
5 6
7
8 9