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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

217 hedge funds and large institutions have $3.61B invested in iShares Core S&P US Growth ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.97%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
21
Increased
98
Reduced
51
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$125M
2
Bank of America
Bank of America
North Carolina
+$111M
3
LPL Financial
LPL Financial
California
+$40.4M
4
CWM
Cornerstone Wealth Management
Missouri
+$33.3M
5
PAG
Private Advisor Group
New Jersey
+$25.2M

Top Sellers

1
GAG
GM Advisory Group
New York
-$16.5M
2
TF
TIAA FSB
Florida
-$8.18M
3
F
F3Logic
Minnesota
-$7.31M
4
Ameriprise
Ameriprise
Minnesota
-$5.65M
5
WHG
Westwood Holdings Group
Texas
-$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
176
Monetary Management Group
Missouri
$102K – – –
SBL
177
Sargent Bickham Lagudis
Colorado
$80K -$33.8K -543 -30%
PO
178
Private Ocean
California
$79K – – –
BWA
179
BDO Wealth Advisors
Florida
$79K – – –
AF
180
Advisornet Financial
Minnesota
$75K – – –
GP
181
Girard Partners
Pennsylvania
$75K +$75K +1,220 New
KJWM
182
Kiley Juergens Wealth Management
Washington
$63K – – –
HR
183
Howe & Rusling
New York
$62K +$50.7K +811 +451%
CB
184
CNB Bank
Pennsylvania
$60K – – –
APP
185
Avantax Planning Partners
Iowa
$58K +$58K +937 New
TFS
186
TrustCore Financial Services
Tennessee
$56K – – –
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.6K – – –
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$67.7K -1,080 -58%
AAP
189
Arax Advisory Partners
Colorado
$46K +$46K +736 New
PA
190
Parallel Advisors
California
$44K +$123 +2 +0.3%
LGWM
191
Litman Gregory Wealth Management
California
$43K – – –
CFD
192
Creative Financial Designs
Indiana
$39K +$62 +1 +0.2%
TL
193
TrueWealth LLC
Georgia
$39K +$123 +2 +0.3%
FFW
194
Fusion Family Wealth
New York
$36K – – –
FEG
195
Financial Enhancement Group
Indiana
$33K – – –
Parallax Volatility Advisers
196
Parallax Volatility Advisers
California
$33K +$32.9K +523 +26,150%
PMFA
197
Plante Moran Financial Advisors
Michigan
$30K – – –
MFW
198
Mosaic Family Wealth
Missouri
$29K -$25.6K -453 -47%
BA
199
Ballew Advisors
Mississippi
$26K -$2.43K -44 -9%
BL
200
Balentine LLC
Georgia
$19K +$61 +1 +0.3%
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