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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
LPL Financial
LPL Financial
California
+$34.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
AWM
AE Wealth Management
Kansas
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$144M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$27.7M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
151
Watchman Group
Texas
$2.75M +$2.75M +28,993 New
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$2.74M -$116K -1,222 -4%
AL
153
Aspiriant LLC
California
$2.67M -$29.2K -308 -1%
SCA
154
Sandy Cove Advisors
Massachusetts
$2.63M – – –
GP
155
Greenline Partners
New York
$2.61M – – –
WWM
156
Western Wealth Management
Colorado
$2.6M -$5.41K -57 -0.2%
CA
157
Cornerstone Advisory
Maryland
$2.58M -$133K -1,398 -5%
CM
158
Columbus Macro
Pennsylvania
$2.55M -$35.3K -371 -1%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$2.53M +$65K +685 +3%
JFG
160
JMG Financial Group
Illinois
$2.43M – – –
GLA
161
Good Life Advisors
Pennsylvania
$2.4M -$299K -3,149 -11%
HWM
162
HB Wealth Management
Georgia
$2.39M -$20.2K -213 -0.8%
FPW
163
Flagship Private Wealth
Massachusetts
$2.33M -$6.83K -72 -0.3%
PD
164
Planning Directions
Pennsylvania
$2.32M +$2.47K +26 +0.1%
CA
165
Clearstead Advisors
Ohio
$2.32M +$1.16M +12,202 +100%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$2.29M -$1.14M -12,044 -33%
CTC
167
Central Trust Company
Missouri
$2.28M +$47.5K +501 +2%
SSWG
168
Seven Springs Wealth Group
Tennessee
$2.28M +$52.6K +555 +2%
DADC
169
D.A. Davidson & Co
Montana
$2.27M -$33.2K -350 -1%
SPC
170
Sigma Planning Corp
Michigan
$2.22M +$11.7K +123 +0.5%
BG
171
Benedetti & Gucer
Georgia
$2.22M +$62.7K +661 +3%
Prudential Financial
172
Prudential Financial
New Jersey
$2.18M -$133K -1,401 -6%
AQR Capital Management
173
AQR Capital Management
Connecticut
$2.09M -$546K -5,755 -21%
OFG
174
Omega Financial Group
California
$2.06M -$74.1K -781 -3%
GC
175
Garde Capital
Washington
$2.03M – – –
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