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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
151
Private Trust Company
Ohio
$2.33M -$223K -2,509 -9%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$2.32M -$740K -8,339 -24%
IAS
153
Investment Advisory Services
Texas
$2.29M -$2.86K -32 -0.1%
JFG
154
JMG Financial Group
Illinois
$2.28M +$55.5K +625 +3%
TPCW
155
TD Private Client Wealth
New York
$2.25M -$24.8K -279 -1%
KAM
156
Knightsbridge Asset Management
California
$2.23M +$322K +3,628 +17%
HWM
157
HB Wealth Management
Georgia
$2.19M -$48.7K -549 -2%
FPW
158
Flagship Private Wealth
Massachusetts
$2.19M +$122K +1,371 +6%
OFG
159
Omega Financial Group
California
$2.13M +$297K +3,349 +16%
BG
160
Benedetti & Gucer
Georgia
$2.11M +$89 +1 +0%
PD
161
Planning Directions
Pennsylvania
$2.1M +$76K +856 +4%
Prudential Financial
162
Prudential Financial
New Jersey
$2.09M +$805K +9,070 +63%
DADC
163
D.A. Davidson & Co
Montana
$2.06M +$87.6K +987 +4%
FCI
164
Financial Counselors Inc
Kansas
$2.02M – – –
SSWG
165
Seven Springs Wealth Group
Tennessee
$1.97M +$199K +2,244 +11%
OP
166
ORG Partners
Indiana
$1.97M +$1.97M +22,086 New
Lido Advisors
167
Lido Advisors
California
$1.82M +$960K +10,810 +111%
YIH
168
Y-Intercept (HK)
Hong Kong
$1.8M +$1.8M +20,321 New
EW
169
Evoke Wealth
California
$1.79M – – –
GC
170
Garde Capital
Washington
$1.77M +$951K +10,714 +116%
LNC
171
Lincoln National Corp
Pennsylvania
$1.74M +$157K +1,774 +10%
LPT
172
Legacy Private Trust
Wisconsin
$1.71M – – –
TWM
173
TriaGen Wealth Management
California
$1.7M -$34.3K -386 -2%
T
174
TRUADVICE
Florida
$1.66M +$1.36M +15,100 +454%
Northern Trust
175
Northern Trust
Illinois
$1.63M +$14.6K +165 +0.9%
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