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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
151
Sequoia Financial Advisors
Ohio
$2.5M +$2.5M +21,583 New
Northern Trust
152
Northern Trust
Illinois
$2.45M -$26.5K -229 -1%
EW
153
Evoke Wealth
California
$2.4M +$415K +3,590 +21%
1WM
154
1900 Wealth Management
Texas
$2.36M -$215K -1,861 -8%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$2.32M +$2.32M +20,033 New
JWCA
156
J.W. Cole Advisors
Florida
$2.31M +$2.31M +19,981 New
T
157
TCWP
Ohio
$2.27M +$2.27M +19,643 New
TWM
158
TriaGen Wealth Management
California
$2.26M -$24.3K -210 -1%
SPIA
159
Strategic Point Investment Advisors
Rhode Island
$2.24M -$83.8K -725 -4%
LPT
160
Legacy Private Trust
Wisconsin
$2.23M – – –
OFG
161
Omega Financial Group
California
$2.17M +$192K +1,664 +10%
Comerica Bank
162
Comerica Bank
Texas
$2.16M +$52.6K +524 +2%
WP
163
WealthPLAN Partners
Nebraska
$2.14M +$47K +444 +2%
IAN
164
Integrated Advisors Network
Texas
$1.96M +$539K +4,664 +38%
Renaissance Technologies
165
Renaissance Technologies
New York
$1.94M +$405K +3,500 +26%
MIAN
166
Mariner Independent Advisor Network
Kansas
$1.93M -$560K -4,827 -22%
SFG
167
Sovereign Financial Group
Connecticut
$1.91M -$130K -1,128 -6%
DADC
168
D.A. Davidson & Co
Montana
$1.91M +$215K +1,857 +13%
VVP
169
Venture Visionary Partners
Ohio
$1.9M -$55.7K -482 -3%
CB
170
Commerce Bank
Missouri
$1.86M -$167K -1,447 -8%
Kayne Anderson Rudnick Investment Management
171
Kayne Anderson Rudnick Investment Management
California
$1.81M +$1.3M +11,235 +253%
MPW
172
Melone Private Wealth
Michigan
$1.77M +$1.77M +15,279 New
PA
173
PFG Advisors
Arizona
$1.76M -$12.4K -107 -0.7%
WI
174
WrapManager Inc
California
$1.74M +$1.74M +15,072 New
TPCW
175
TD Private Client Wealth
New York
$1.73M -$174K -1,506 -9%
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