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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

456 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
7.96%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
138
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.14B
2
LPL Financial
LPL Financial
California
$1.28B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$138M
4
DA
Doliver Advisors
Texas
$71.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$220M

Top Sellers

1
BL
Balentine LLC
Georgia
$13K
2
PPA
Parametric Portfolio Associates
Washington
$351K
3
AWM
AE Wealth Management
Kansas
$10.1M
4
VC
Veracity Capital
Georgia
$18.1M
5
FP
Financial Perspectives
Minnesota
$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Next Financial Group
Texas
$1.4M +$17K +168 +1%
EW
152
Evoke Wealth
California
$1.4M +$494K +4,887 +54%
EWA
153
EP Wealth Advisors
California
$1.38M -$49K -485 -3%
RP
154
Riverbridge Partners
Minnesota
$1.37M +$345K +3,417 +34%
KAM
155
Knightsbridge Asset Management
California
$1.35M +$327K +3,239 +32%
TFF
156
The Family Firm
Maryland
$1.35M -$41.1K -407 -3%
BJL
157
Brighton Jones LLC
Washington
$1.29M +$808 +8 +0.1%
MCA
158
Magnolia Capital Advisors
Mississippi
$1.28M +$1.28M +12,705 New
IFG
159
Investors Financial Group
Minnesota
$1.2M +$23.6K +234 +2%
CHJWM
160
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.19M -$76.4K -744 -6%
CL
161
CIM LLC
New York
$1.18M -$103K -972 -8%
NA
162
NewEdge Advisors
Louisiana
$1.16M -$3.44K -34 -0.3%
SFMG
163
Sage Financial Management Group
Virginia
$1.14M -$20K -198 -2%
CIAS
164
CFS Investment Advisory Services
New Jersey
$1.14M +$1.14M +11,329 New
SSWG
165
Seven Springs Wealth Group
Tennessee
$1.12M +$74.6K +739 +7%
LNC
166
Lincoln National Corp
Pennsylvania
$1.1M -$9.8K -97 -0.9%
Lido Advisors
167
Lido Advisors
California
$1.09M +$119K +1,178 +12%
HSWM
168
Hubbell Strickland Wealth Management
Louisiana
$1.05M -$29.7K -294 -3%
GVAG
169
Great Valley Advisor Group
Delaware
$1.04M +$748K +7,430 +256%
TPWA
170
TRUE Private Wealth Advisors
Oregon
$1.03M -$79.2K -785 -7%
BCI
171
Brinker Capital Investments
Pennsylvania
$1.01M -$224K -2,215 -18%
WMP
172
Wealth Management Partners
Arizona
$980K +$2.53K +25 +0.3%
TPW
173
TL Private Wealth
Texas
$975K +$157K +1,560 +19%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$975K +$194K +1,917 +25%
Citigroup
175
Citigroup
New York
$949K -$170K -1,687 -15%
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