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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
151
Parsons Capital Management
Rhode Island
$3.77M +$46.4K +396 +1%
MP
152
McDonald Partners
Ohio
$3.75M – – –
WG
153
Watchman Group
Texas
$3.71M +$169K +1,445 +5%
AWS
154
Atria Wealth Solutions
New York
$3.64M -$54K -461 -1%
TPW
155
Transatlantique Private Wealth
New York
$3.6M +$199K +1,698 +6%
AAS
156
Ameritas Advisory Services
Nebraska
$3.49M +$2.15M +18,637 +159%
NCM
157
Neumann Capital Management
California
$3.48M -$130K -1,106 -4%
CIAS
158
Capital Investment Advisory Services
North Carolina
$3.46M -$717K -6,120 -17%
TIAA Trust, National Association
159
TIAA Trust, National Association
North Carolina
$3.46M -$16.8K -143 -0.5%
KWM
160
Kingsview Wealth Management
Oregon
$3.39M +$1.34M +11,475 +66%
SAG
161
SageView Advisory Group
California
$3.38M +$3M +49,409 +788%
CAG
162
Csenge Advisory Group
Florida
$3.38M +$288K +2,454 +9%
WWM
163
Western Wealth Management
Colorado
$3.36M -$220K -1,875 -6%
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$3.35M +$3.35M +28,619 New
IA
165
IFG Advisory
Georgia
$3.34M +$1.52M +12,929 +83%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$3.33M -$67.5K -576 -2%
AL
167
Aspiriant LLC
California
$3.31M – – –
GP
168
Greenline Partners
New York
$3.23M – – –
SAW
169
Signal Advisors Wealth
Michigan
$3.2M -$118K -1,003 -4%
PTC
170
Private Trust Company
Ohio
$3.19M -$234K -2,000 -7%
FWM
171
Foguth Wealth Management
Michigan
$3.16M +$3.16M +26,972 New
FPW
172
Flagship Private Wealth
Massachusetts
$3.1M +$212K +1,806 +7%
B
173
Bailard
California
$3.08M -$1.75M -14,907 -36%
CM
174
Columbus Macro
Pennsylvania
$3.08M +$47.9K +409 +2%
JFG
175
JMG Financial Group
Illinois
$3.07M -$372K -3,175 -11%
5 6
7
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