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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$160M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$53.4M
3
LPL Financial
LPL Financial
California
+$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
+$23.9M
5
Wells Fargo
Wells Fargo
California
+$23.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$75.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.2M
3
GSWM
Golden State Wealth Management
California
-$3.99M
4
EWA
ERTS Wealth Advisors
Michigan
-$3.81M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
176
J.W. Cole Advisors
Florida
$517K +$517K +7,646 New
PA
177
PFG Advisors
Arizona
$501K +$2.4K +35 +0.5%
BC
178
Brinker Capital
Pennsylvania
$470K +$141K +2,086 +43%
IFAM
179
Institutional & Family Asset Management
Colorado
$465K – – –
HFG
180
Heron Financial Group
New York
$465K +$465K +6,438 New
EFS
181
Essex Financial Services
Connecticut
$464K +$17.4K +257 +4%
NCP
182
NexWave Capital Partners
New York
$458K +$458K +6,772 New
NF
183
Nikulski Financial
Iowa
$453K -$21.4K -305 -5%
MFG
184
MidWestOne Financial Group
Iowa
$440K +$64.9K +961 +17%
HSWM
185
Hubbell Strickland Wealth Management
Louisiana
$431K -$94.3K -1,395 -18%
PP
186
Patten & Patten
Tennessee
$430K +$430K +6,364 New
LRIA
187
Leonard Rickey Investment Advisors
Washington
$429K +$27.6K +407 +7%
CPIA
188
Cornell Pochily Investment Advisors
New York
$422K +$59K +872 +16%
HFA
189
High Falls Advisors
New York
$421K – – –
RC
190
Rinet Company
Massachusetts
$419K +$104K +1,543 +33%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$407K +$134K +1,987 +49%
SL
192
Savior LLC
Massachusetts
$399K +$399K +5,893 New
MWA
193
Meridian Wealth Advisors
Texas
$395K -$3.39K -50 -0.8%
AF
194
Allworth Financial
California
$389K +$1.08K +16 +0.3%
MWC
195
MKD Wealth Coaches
Michigan
$387K +$4.8K +71 +1%
SPIA
196
Steward Partners Investment Advisory
New York
$387K +$9.13K +135 +2%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$383K -$39.1K -579 -9%
WI
198
WrapManager Inc
California
$377K +$377K +5,579 New
BFWA
199
Benchmark Financial Wealth Advisors
Florida
$372K +$17.7K +262 +5%
LFA
200
Legacy Financial Advisors
Kentucky
$370K -$743K -10,985 -67%
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