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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.9%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$949M
2
Fidelity International
2
Fidelity International
Bermuda
$60.8M
3
Bank of America
3
Bank of America
North Carolina
$3.64B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$692M
5
FWI
5
Facet Wealth Inc
Maryland
$77.3M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$169M
2
Amundi
2
Amundi
France
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$14.8M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
151
Atria Wealth Solutions
New York
$2.76M -$287K -2,943 -9%
TPCW
152
TD Private Client Wealth
New York
$2.74M +$258K +2,647 +10%
FFA
153
Farther Finance Advisors
California
$2.71M +$2.35M +24,077 +648%
AQR Capital Management
154
AQR Capital Management
Connecticut
$2.71M +$2.71M +27,783 New
SCA
155
Sandy Cove Advisors
Massachusetts
$2.71M +$2.71M +27,711 New
CM
156
Columbus Macro
Pennsylvania
$2.7M -$155K -1,559 -5%
GP
157
Greenline Partners
New York
$2.69M -$229K -2,343 -8%
WWM
158
Western Wealth Management
Colorado
$2.68M -$168K -1,717 -6%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$2.54M -$16.1K -165 -0.6%
JFG
160
JMG Financial Group
Illinois
$2.51M +$4.2K +43 +0.2%
HWM
161
HB Wealth Management
Georgia
$2.48M +$67.4K +690 +3%
FPW
162
Flagship Private Wealth
Massachusetts
$2.41M -$6.54K -67 -0.3%
PD
163
Planning Directions
Pennsylvania
$2.39M +$80.7K +827 +4%
Prudential Financial
164
Prudential Financial
New Jersey
$2.38M +$86.9K +890 +4%
DADC
165
D.A. Davidson & Co
Montana
$2.38M +$114K +1,170 +5%
Marshall Wace
166
Marshall Wace
United Kingdom
$2.32M +$1.67M +17,069 +253%
CTC
167
Central Trust Company
Missouri
$2.3M +$2.1M +21,546 +1,077%
SSWG
168
Seven Springs Wealth Group
Tennessee
$2.29M +$119K +1,217 +5%
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
$2.28M +$2.28M +23,304 New
SPC
170
Sigma Planning Corp
Michigan
$2.27M -$362K -3,709 -14%
BG
171
Benedetti & Gucer
Georgia
$2.22M -$101K -1,031 -4%
OFG
172
Omega Financial Group
California
$2.2M -$143K -1,468 -6%
KFGK
173
Keystone Financial Group (Kentucky)
Kentucky
$2.16M +$2.16M +22,106 New
GC
174
Garde Capital
Washington
$2.09M +$145K +1,489 +7%
OP
175
ORG Partners
Indiana
$2.07M -$91.4K -935 -4%
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