IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

287 hedge funds and large institutions have $4.62B invested in iShares Core S&P US Growth ETF in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+15
Holders Change %
+5.51%
% of All Funds
6.3%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
35
Increased
108
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$66.6M
2
LPL Financial
LPL Financial
California
+$22.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.4M
5
ECM
ETrade Capital Management
Virginia
+$8.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.6M
2
UBS Group
UBS Group
Switzerland
-$8.24M
3
OIA
OneDigital Investment Advisors
Kansas
-$6.57M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.01M
5
HCM
Hollencrest Capital Management
California
-$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
151
Burt Wealth Advisors
Maryland
$494K -$3.78K -60 -0.8%
HSWM
152
Hubbell Strickland Wealth Management
Louisiana
$488K +$488K +7,770 New
PA
153
PFG Advisors
Arizona
$450K +$4.71K +76 +1%
TSS
154
Two Sigma Securities
New York
$447K +$447K +7,108 New
IFAM
155
Institutional & Family Asset Management
Colorado
$432K +$29.6K +471 +7%
NF
156
Nikulski Financial
Iowa
$425K – – –
EFS
157
Essex Financial Services
Connecticut
$415K +$123K +1,956 +42%
SFS
158
Sowell Financial Services
Arkansas
$414K +$414K +6,583 New
AWM
159
AE Wealth Management
Kansas
$402K +$91.1K +1,447 +29%
IA
160
IFP Advisors
Florida
$402K +$402K +6,449 New
Bank of New York Mellon
161
Bank of New York Mellon
New York
$393K +$58.6K +932 +18%
HFA
162
High Falls Advisors
New York
$391K – – –
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$391K +$30.5K +484 +8%
PWA
164
Peterson Wealth Advisors
Utah
$375K +$1.45K +23 +0.4%
BFA
165
Beaumont Financial Advisors
Massachusetts
$375K +$34.3K +546 +10%
LRIA
166
Leonard Rickey Investment Advisors
Washington
$373K -$944 -15 -0.3%
MWA
167
Meridian Wealth Advisors
Texas
$370K – – –
AF
168
Allworth Financial
California
$360K +$360K +5,732 New
GBBWRPM
169
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$358K +$98.1K +1,560 +38%
MWC
170
MKD Wealth Coaches
Michigan
$356K +$75.3K +1,196 +27%
SPIA
171
Steward Partners Investment Advisory
New York
$351K -$18.3K -292 -5%
MFG
172
MidWestOne Financial Group
Iowa
$349K +$8.24K +131 +2%
MA
173
Mutual Advisors
Nebraska
$348K +$189 +3 +0.1%
Cerity Partners
174
Cerity Partners
New York
$347K +$17.7K +282 +5%
PMFA
175
Plante Moran Financial Advisors
Michigan
$347K +$301K +4,790 +656%
5 6
7
8 9