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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
176
9258 Wealth Management
Ohio
$470K -$51.4K -800 -10%
OC
177
Oppenheimer & Co
New York
$469K -$212K -3,707 -31%
BWA
178
Burt Wealth Advisors
Maryland
$448K – – –
KA
179
Kovack Advisors
Florida
$438K +$142K +2,488 +48%
MPM
180
Meritage Portfolio Management
Kansas
$436K +$436K +7,643 New
BFWA
181
Benchmark Financial Wealth Advisors
Florida
$434K +$120K +2,099 +38%
NWP
182
Northstar Wealth Partners
Connecticut
$425K -$14.1K -248 -3%
PJSIMP
183
P.J. Schmidt Investment Management (PJS)
Wisconsin
$422K -$78.1K -1,369 -16%
HFG
184
Heron Financial Group
New York
$407K +$253 +4 +0.1%
BC
185
Brinker Capital
Pennsylvania
$394K -$3.2K -56 -0.8%
PA
186
PFG Advisors
Arizona
$392K -$67.5K -1,072 -15%
IFAM
187
Institutional & Family Asset Management
Colorado
$392K – – –
RCAG
188
Rehmann Capital Advisory Group
Michigan
$388K +$388K +6,804 New
NCP
189
NexWave Capital Partners
New York
$388K +$1.26K +22 +0.3%
MWA
190
Meridian Wealth Advisors
Texas
$388K +$55.3K +970 +17%
PP
191
Patten & Patten
Tennessee
$387K +$23.7K +415 +7%
LRIA
192
Leonard Rickey Investment Advisors
Washington
$379K +$17.6K +308 +5%
Kayne Anderson Rudnick Investment Management
193
Kayne Anderson Rudnick Investment Management
California
$358K -$1.95M -34,142 -84%
SF
194
Synovus Financial
Georgia
$357K +$232K +4,042 +186%
CPIA
195
Cornell Pochily Investment Advisors
New York
$355K -$628 -11 -0.2%
RC
196
Rinet Company
Massachusetts
$354K – – –
SL
197
Savior LLC
Massachusetts
$347K +$10.2K +179 +3%
DSA
198
Droms Strauss Advisors
Missouri
$343K +$343K +6,007 New
HFA
199
High Falls Advisors
New York
$327K -$28.6K -500 -8%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$324K -$18.9K -332 -6%
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