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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

362 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
33
Increased
111
Reduced
136
Closed
33
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$19K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$66M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$11.7M
3
RAM
Riggs Asset Management
Pennsylvania
+$6.97M
4
DA
Doliver Advisors
Texas
+$5.87M
5
UBS Group
UBS Group
Switzerland
+$4.52M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$386M
2
LPL Financial
LPL Financial
California
-$50.7M
3
TI
tru Independence
Oregon
-$33.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.2M
5
Morgan Stanley
Morgan Stanley
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
151
Venture Visionary Partners
Ohio
$932K +$15.5K +194 +2%
BCI
152
Brinker Capital Investments
Pennsylvania
$927K +$927K +11,595 New
NFG
153
Next Financial Group
Texas
$844K +$291K +3,643 +53%
HSWM
154
Hubbell Strickland Wealth Management
Louisiana
$841K +$31.5K +394 +4%
DADC
155
D.A. Davidson & Co
Montana
$832K +$31.2K +390 +4%
Citigroup
156
Citigroup
New York
$830K -$49.6K -620 -6%
Lido Advisors
157
Lido Advisors
California
$817K -$33K -413 -4%
FNBOH
158
First National Bank of Hutchinson
Kansas
$793K -$43.6K -545 -5%
AIP
159
Almanack Investment Partners
Pennsylvania
$787K +$787K +9,458 New
UWPG
160
Ullmann Wealth Partners Group
Florida
$773K +$160 +2 +0%
BF
161
BOK Financial
Oklahoma
$761K – – –
AL
162
Aspiriant LLC
California
$759K +$252K +3,158 +50%
BAAM
163
Baker Avenue Asset Management
California
$755K +$1.04K +13 +0.1%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$752K +$207K +2,595 +38%
GP
165
Geneva Partners
Wisconsin
$739K +$294K +3,679 +66%
CWC
166
Carolinas Wealth Consulting
North Carolina
$711K -$23.7K -297 -3%
SFA
167
Sequoia Financial Advisors
Ohio
$696K +$362K +4,522 +108%
WT
168
Whittier Trust
California
$693K – – –
SFO
169
Stokes Family Office
Louisiana
$679K -$27.8K -348 -4%
OC
170
Oppenheimer & Co
New York
$679K +$23K +288 +4%
FCCM
171
First City Capital Management
Georgia
$678K +$303K +3,630 +81%
AMG
172
Asset Management Group
Connecticut
$675K -$30.5K -381 -4%
XF
173
XML Financial
Maryland
$674K – – –
WC
174
Weil Company
California
$670K -$24.8K -310 -4%
VFM
175
Vivid Financial Management
California
$650K -$145K -1,813 -18%
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