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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.81B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$460M
3
LPL Financial
LPL Financial
California
$928M
4
ClearBridge Investments
ClearBridge Investments
New York
$30M
5
Wells Fargo
Wells Fargo
California
$128M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$82.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$71M
3
GSWM
Golden State Wealth Management
California
$0
4
EWA
ERTS Wealth Advisors
Michigan
$10.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$879K +$70.8K +1,046 +9%
BJL
152
Brighton Jones LLC
Washington
$862K -$18.5K -274 -2%
IFG
153
Investors Financial Group
Minnesota
$841K +$841K +12,435 New
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$838K -$568K -8,392 -40%
OC
155
Oppenheimer & Co
New York
$806K +$550K +8,137 +215%
IA
156
IFG Advisory
Georgia
$791K -$37.7K -558 -5%
TPW
157
TL Private Wealth
Texas
$786K +$786K +10,884 New
CL
158
CIM LLC
New York
$770K +$135 +2 +0%
CB
159
Commerce Bank
Missouri
$761K +$143K +2,118 +23%
ASN
160
Advisory Services Network
Georgia
$731K +$8.73K +129 +1%
DADC
161
D.A. Davidson & Co
Montana
$677K -$27K -400 -4%
Westfield Capital Management
162
Westfield Capital Management
Massachusetts
$677K +$677K +10,003 New
MCA
163
Magnolia Capital Advisors
Mississippi
$665K +$665K +9,838 New
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$659K -$66.9K -976 -9%
UWPG
165
Ullmann Wealth Partners Group
Florida
$654K +$271 +4 +0%
BAAM
166
Baker Avenue Asset Management
California
$642K -$56.8K -841 -8%
GBBWRPM
167
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$597K +$212K +3,126 +55%
PJSIMP
168
P.J. Schmidt Investment Management (PJS)
Wisconsin
$593K -$3.18K -47 -0.5%
AMG
169
Asset Management Group
Connecticut
$593K +$2.03K +30 +0.3%
WC
170
Weil Company
California
$588K +$588K +8,686 New
WT
171
Whittier Trust
California
$586K – – –
XF
172
XML Financial
Maryland
$554K +$554K +8,185 New
9WM
173
9258 Wealth Management
Ohio
$549K +$549K +8,116 New
BWA
174
Burt Wealth Advisors
Maryland
$531K – – –
NWP
175
Northstar Wealth Partners
Connecticut
$521K -$47.1K -697 -8%
5 6
7
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