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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
151
Trexquant Investment
Connecticut
$789K +$482K +8,439 +157%
IA
152
IndexIQ Advisors
New York
$753K -$3.04M -53,304 -80%
BJL
153
Brighton Jones LLC
Washington
$728K +$970 +17 +0.1%
MCA
154
Magnolia Capital Advisors
Mississippi
$728K +$166K +2,914 +30%
Creative Planning
155
Creative Planning
Kansas
$724K -$17.2K -301 -2%
OFG
156
Omega Financial Group
California
$724K +$427K +7,476 +144%
IA
157
IFG Advisory
Georgia
$709K +$41.9K +735 +6%
IFG
158
Investors Financial Group
Minnesota
$664K -$45.8K -803 -6%
RP
159
Riverbridge Partners
Minnesota
$647K -$1.15M -20,174 -64%
CL
160
CIM LLC
New York
$645K -$4.74K -83 -0.7%
CB
161
Commerce Bank
Missouri
$641K -$1.09K -19 -0.2%
BF
162
BOK Financial
Oklahoma
$623K +$339K +5,945 +119%
Mariner
163
Mariner
Kansas
$606K +$606K +10,611 New
VFM
164
Vivid Financial Management
California
$603K +$603K +10,557 New
DADC
165
D.A. Davidson & Co
Montana
$572K – – –
UWPG
166
Ullmann Wealth Partners Group
Florida
$551K +$57 +1 +0%
BAAM
167
Baker Avenue Asset Management
California
$542K +$57 +1 +0%
EFS
168
Essex Financial Services
Connecticut
$530K +$139K +2,428 +35%
HSWM
169
Hubbell Strickland Wealth Management
Louisiana
$528K +$164K +2,867 +45%
CWC
170
Carolinas Wealth Consulting
North Carolina
$523K +$523K +9,182 New
TPW
171
TL Private Wealth
Texas
$514K -$191K -2,948 -27%
AMG
172
Asset Management Group
Connecticut
$501K +$114 +2 +0%
WC
173
Weil Company
California
$496K – – –
WT
174
Whittier Trust
California
$495K – – –
XF
175
XML Financial
Maryland
$481K +$13.5K +236 +3%
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7
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