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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.25B
2
Morgan Stanley
Morgan Stanley
New York
$712M
3
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M
4
MWM
Modera Wealth Management
New Jersey
$22.5M
5
PBF
Petix & Botte Financial
California
$24.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$110M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$28.7M
3
ClearBridge Investments
ClearBridge Investments
New York
$9.4M
4
RJA
Raymond James & Associates
Florida
$75.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
151
Parsons Capital Management
Rhode Island
$2.42M +$20.1K +190 +0.8%
FCI
152
Financial Counselors Inc
Kansas
$2.4M +$6.34K +60 +0.3%
FPW
153
Flagship Private Wealth
Massachusetts
$2.34M -$200K -1,890 -8%
IAS
154
Investment Advisory Services
Texas
$2.33M -$177K -1,678 -7%
EW
155
Evoke Wealth
California
$2.2M – – –
Northern Trust
156
Northern Trust
Illinois
$2.19M -$51.3K -486 -2%
AT
157
American Trust
Kentucky
$2.15M +$2.15M +20,389 New
OFG
158
Omega Financial Group
California
$2.15M +$164K +1,551 +8%
AWM
159
Aries Wealth Management
Maine
$2.15M +$2.15M +20,349 New
CFGS
160
Concourse Financial Group Securities
Alabama
$2.13M -$1.36M -12,841 -39%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$2.08M -$39.4K -373 -2%
TWM
162
TriaGen Wealth Management
California
$2.06M -$3.91K -37 -0.2%
SPIA
163
Strategic Point Investment Advisors
Rhode Island
$2.06M +$12.2K +115 +0.6%
LPT
164
Legacy Private Trust
Wisconsin
$2.04M – – –
Comerica Bank
165
Comerica Bank
Texas
$2.02M -$148K -1,470 -7%
JWCA
166
J.W. Cole Advisors
Florida
$2M -$108K -1,019 -5%
DADC
167
D.A. Davidson & Co
Montana
$1.99M +$250K +2,370 +14%
TPCW
168
TD Private Client Wealth
New York
$1.98M +$400K +3,783 +25%
BPA
169
Beacon Pointe Advisors
California
$1.94M +$662K +6,271 +52%
AI
170
Atria Investments
North Carolina
$1.93M +$706K +6,681 +58%
KA
171
Kovack Advisors
Florida
$1.93M +$1.74M +16,453 +912%
GWM
172
GDS Wealth Management
Texas
$1.85M +$1.28M +12,904 +229%
IAN
173
Integrated Advisors Network
Texas
$1.83M +$39.6K +375 +2%
WP
174
WealthPLAN Partners
Nebraska
$1.83M -$42.1K -454 -2%
WIM
175
WealthPlan Investment Management
Nebraska
$1.83M +$1.83M +19,753 New
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