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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

678 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+40
Holders Change %
+6.27%
% of All Funds
9.86%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
88
Increased
226
Reduced
203
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.85B
2
Morgan Stanley
Morgan Stanley
New York
$1.64B
3
LPL Financial
LPL Financial
California
$1.88B
4
CFG
Citizens Financial Group
Rhode Island
$82.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$53.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
2
CP
Coho Partners
Pennsylvania
$1.84M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$873M
4
HighTower Advisors
HighTower Advisors
Illinois
$71.8M
5
BlackRock
BlackRock
New York
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
151
Vident Advisory
Georgia
$4.17M +$946K +7,418 +29%
NA
152
NewEdge Advisors
Louisiana
$4.16M +$866K +6,794 +26%
TPW
153
Transatlantique Private Wealth
New York
$4.15M +$238K +1,870 +6%
PCM
154
Parsons Capital Management
Rhode Island
$4.13M +$31.2K +245 +0.8%
SFS
155
Sowell Financial Services
Arkansas
$4.1M +$1.76M +13,798 +75%
MP
156
McDonald Partners
Ohio
$4.08M – – –
AWS
157
Atria Wealth Solutions
New York
$4.04M +$82.7K +649 +2%
MFG
158
MidWestOne Financial Group
Iowa
$4.04M -$187K -1,467 -4%
WG
159
Watchman Group
Texas
$3.82M -$215K -1,684 -5%
NWWA
160
New Wave Wealth Advisors
Arkansas
$3.79M +$3.79M +29,733 New
TIAA Trust, National Association
161
TIAA Trust, National Association
North Carolina
$3.73M -$35.4K -278 -0.9%
CIAS
162
Capital Investment Advisory Services
North Carolina
$3.72M -$42.1K -330 -1%
MWA
163
Merkkuri Wealth Advisors
New York
$3.71M +$3.71M +29,123 New
NCM
164
Neumann Capital Management
California
$3.69M -$95.6K -750 -3%
PTC
165
Private Trust Company
Ohio
$3.62M +$148K +1,164 +4%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$3.57M -$52.3K -410 -1%
WWM
167
Western Wealth Management
Colorado
$3.56M -$95.9K -752 -3%
GP
168
Greenline Partners
New York
$3.54M – – –
AL
169
Aspiriant LLC
California
$3.54M -$62.5K -490 -2%
EFS
170
Essex Financial Services
Connecticut
$3.48M +$750K +6,226 +27%
FPW
171
Flagship Private Wealth
Massachusetts
$3.46M +$89.2K +700 +3%
AWMT
172
AAFMAA Wealth Management & Trust
North Carolina
$3.46M +$3.46M +27,134 New
JFG
173
JMG Financial Group
Illinois
$3.34M – – –
CM
174
Columbus Macro
Pennsylvania
$3.31M -$114K -875 -3%
B
175
Bailard
California
$3.3M -$47.2K -370 -1%
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