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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$222M
3
Bank of America
3
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$45.4M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
AWM
3
AE Wealth Management
Kansas
$16.1M
4
AAMA
4
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
151
Western Wealth Management
Colorado
$3.18M +$325K +3,124 +11%
WG
152
Watchman Group
Texas
$3.14M +$125K +1,204 +4%
TIAA Trust, National Association
153
TIAA Trust, National Association
North Carolina
$3.09M -$75.7K -727 -2%
JFG
154
JMG Financial Group
Illinois
$3.06M +$384K +3,688 +14%
LNC
155
Lincoln National Corp
Pennsylvania
$3.05M +$1.52M +14,559 +99%
PTC
156
Private Trust Company
Ohio
$3.04M -$17.3K -166 -0.6%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$3.02M +$11.6K +111 +0.4%
TPW
158
Transatlantique Private Wealth
New York
$3.02M +$1.36M +13,055 +82%
MWA
159
Motive Wealth Advisors
Michigan
$2.97M -$577K -5,543 -16%
RP
160
Riverbridge Partners
Minnesota
$2.95M +$1.72M +16,534 +140%
TPCW
161
TD Private Client Wealth
New York
$2.94M -$216K -2,077 -7%
AL
162
Aspiriant LLC
California
$2.94M +$6.45K +62 +0.2%
SAW
163
Signal Advisors Wealth
Michigan
$2.94M +$2.94M +28,286 New
SCA
164
Sandy Cove Advisors
Massachusetts
$2.9M +$19.8K +190 +0.7%
Legacy Financial Group (Iowa)
165
Legacy Financial Group (Iowa)
Iowa
$2.89M -$47.6M -457,793 -94%
GP
166
Greenline Partners
New York
$2.87M – – –
CA
167
Cornerstone Advisory
Maryland
$2.83M -$1.67K -16 -0.1%
RWA
168
Redhawk Wealth Advisors
Minnesota
$2.8M -$301K -2,888 -10%
CAG
169
Csenge Advisory Group
Florida
$2.74M +$1.3M +12,534 +91%
CM
170
Columbus Macro
Pennsylvania
$2.7M -$104K -999 -4%
BG
171
Benedetti & Gucer
Georgia
$2.64M +$209K +2,011 +9%
Jane Street
172
Jane Street
New York
$2.62M +$2.38M +22,819 +969%
GC
173
Garde Capital
Washington
$2.59M +$354K +3,400 +16%
HCM
174
Hollencrest Capital Management
California
$2.58M +$1.27M +12,200 +97%
Renaissance Technologies
175
Renaissance Technologies
New York
$2.57M +$2.1M +20,200 +449%
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