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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

364 hedge funds and large institutions have $6.31B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+14
Holders Change %
+4%
% of All Funds
7.48%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
122
Reduced
131
Closed
30
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$14K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$165M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$30.6M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.6M
4
AWM
AE Wealth Management
Kansas
+$9.83M
5
SS
Simplicity Solutions
Minnesota
+$9.49M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$64.9M
2
PPA
Parametric Portfolio Associates
Washington
-$39.1M
3
BL
Balentine LLC
Georgia
-$39.1M
4
LPL Financial
LPL Financial
California
-$29.8M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
151
CIM LLC
New York
$832K +$19.9K +277 +2%
VVP
152
Venture Visionary Partners
Ohio
$823K -$734K -10,215 -47%
IFG
153
Investors Financial Group
Minnesota
$798K -$38.2K -531 -5%
Citigroup
154
Citigroup
New York
$791K -$203K -2,830 -20%
Lido Advisors
155
Lido Advisors
California
$764K +$502K +6,981 +191%
IF
156
Intrua Financial
Texas
$753K +$753K +9,484 New
FNBOH
157
First National Bank of Hutchinson
Kansas
$752K -$1.27M -17,721 -63%
JWCA
158
J.W. Cole Advisors
Florida
$750K +$750K +10,437 New
HSWM
159
Hubbell Strickland Wealth Management
Louisiana
$728K +$63.3K +880 +10%
DADC
160
D.A. Davidson & Co
Montana
$720K – – –
VFM
161
Vivid Financial Management
California
$715K -$44.1K -613 -6%
UWPG
162
Ullmann Wealth Partners Group
Florida
$695K +$144 +2 +0%
BF
163
BOK Financial
Oklahoma
$684K -$101K -1,410 -13%
BAAM
164
Baker Avenue Asset Management
California
$678K -$5.18K -72 -0.8%
RJT
165
Raymond James Trust
Florida
$677K -$927K -12,901 -58%
CWC
166
Carolinas Wealth Consulting
North Carolina
$661K +$504 +7 +0.1%
SFO
167
Stokes Family Office
Louisiana
$635K -$396K -5,508 -38%
AMG
168
Asset Management Group
Connecticut
$634K +$3.45K +48 +0.5%
ORI
169
Oak Ridge Investments
Illinois
$627K -$1.9M -26,466 -75%
WC
170
Weil Company
California
$624K – – –
WT
171
Whittier Trust
California
$623K – – –
MPM
172
Meritage Portfolio Management
Kansas
$623K +$73.7K +1,025 +13%
PA
173
PFG Advisors
Arizona
$616K +$149K +1,991 +32%
RC
174
Rinet Company
Massachusetts
$610K +$164K +2,286 +37%
XF
175
XML Financial
Maryland
$605K – – –
5 6
7
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