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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
151
Vident Advisory
Georgia
$4.31M +$1.19K +9 +0%
PCM
152
Parsons Capital Management
Rhode Island
$4.29M +$9.1K +69 +0.2%
MP
153
McDonald Partners
Ohio
$4.22M – – –
MWA
154
Merkkuri Wealth Advisors
New York
$4.18M +$338K +2,559 +9%
CCM
155
Colorado Capital Management
Colorado
$4.17M -$627K -4,753 -13%
SFS
156
Sowell Financial Services
Arkansas
$4.04M -$199K -1,509 -5%
WG
157
Watchman Group
Texas
$4.02M +$69K +523 +2%
WP
158
WealthShield Partners
North Carolina
$3.96M +$911K +6,908 +30%
NCM
159
Neumann Capital Management
California
$3.96M +$139K +1,053 +4%
TIAA Trust, National Association
160
TIAA Trust, National Association
North Carolina
$3.91M +$48.7K +369 +1%
BWA
161
Beam Wealth Advisors
Louisiana
$3.9M +$1.07M +8,096 +38%
NWWA
162
New Wave Wealth Advisors
Arkansas
$3.87M -$47.1K -357 -1%
HOWA
163
Heritage Oak Wealth Advisors
Florida
$3.87M +$3.87M +29,376 New
EFS
164
Essex Financial Services
Connecticut
$3.84M -$55.9K -415 -1%
FWM
165
Focused Wealth Management
New York
$3.83M +$3.83M +502 New
WWM
166
Western Wealth Management
Colorado
$3.79M +$111K +845 +3%
FPW
167
Flagship Private Wealth
Massachusetts
$3.75M +$165K +1,253 +5%
CIAS
168
Capital Investment Advisory Services
North Carolina
$3.69M -$166K -1,256 -4%
EWM
169
Endowment Wealth Management
Wisconsin
$3.69M +$356K +2,699 +11%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$3.68M -$16.1K -122 -0.4%
PTC
171
Private Trust Company
Ohio
$3.68M -$66.2K -502 -2%
AL
172
Aspiriant LLC
California
$3.67M +$4.62K +35 +0.1%
GP
173
Greenline Partners
New York
$3.64M – – –
MFG
174
MidWestOne Financial Group
Iowa
$3.48M -$702K -5,319 -17%
B
175
Bailard
California
$3.48M +$58.2K +441 +2%
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