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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
151
Columbus Macro
Pennsylvania
$2.35M -$303K -3,715 -11%
PTC
152
Private Trust Company
Ohio
$2.35M +$99.5K +1,220 +4%
FTS
153
Fifth Third Securities
Ohio
$2.34M +$98.6K +1,209 +4%
AAS
154
Ameritas Advisory Services
Nebraska
$2.33M +$1.52M +18,615 +187%
KFGK
155
Keystone Financial Group (Kentucky)
Kentucky
$2.21M -$22.3K -274 -1%
PCM
156
Parsons Capital Management
Rhode Island
$2.2M +$104K +1,276 +5%
IAS
157
Investment Advisory Services
Texas
$2.09M +$251K +3,082 +14%
TPCW
158
TD Private Client Wealth
New York
$2.09M +$314K +3,848 +18%
HF
159
HRT Financial
New York
$2.06M -$986K -12,101 -32%
HWM
160
HB Wealth Management
Georgia
$2.06M +$35.9K +440 +2%
ZC
161
Zeit Capital
Colorado
$2.05M +$2.05M +25,157 New
JFG
162
JMG Financial Group
Illinois
$2.04M – – –
IGWM
163
ICA Group Wealth Management
Colorado
$2.02M -$537K -6,585 -21%
PAG
164
Private Advisor Group
New Jersey
$1.96M -$23.6K -2,354 -1%
BG
165
Benedetti & Gucer
Georgia
$1.93M +$91.5K +1,123 +5%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$1.91M +$434K +5,321 +29%
FPW
167
Flagship Private Wealth
Massachusetts
$1.9M +$84.3K +1,034 +5%
AT
168
American Trust
Kentucky
$1.89M +$344K +4,225 +22%
SPC
169
Sigma Planning Corp
Michigan
$1.88M -$71.3K -875 -4%
HCM
170
Hollencrest Capital Management
California
$1.86M -$75.3K -924 -4%
PD
171
Planning Directions
Pennsylvania
$1.86M -$44.6K -547 -2%
FCI
172
Financial Counselors Inc
Kansas
$1.85M +$3.91K +48 +0.2%
SFG
173
Sovereign Financial Group
Connecticut
$1.84M +$634K +7,774 +52%
ORI
174
Oak Ridge Investments
Illinois
$1.82M +$966K +11,852 +113%
DADC
175
D.A. Davidson & Co
Montana
$1.81M +$55.6K +682 +3%
5 6
7
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