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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

364 hedge funds and large institutions have $6.31B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+14
Holders Change %
+4%
% of All Funds
7.48%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
122
Reduced
131
Closed
30
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$14K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$165M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$30.6M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.6M
4
AWM
AE Wealth Management
Kansas
+$9.83M
5
SS
Simplicity Solutions
Minnesota
+$9.49M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$64.9M
2
PPA
Parametric Portfolio Associates
Washington
-$39.1M
3
BL
Balentine LLC
Georgia
-$39.1M
4
LPL Financial
LPL Financial
California
-$29.8M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oppenheimer & Co
New York
$590K -$935 -13 -0.2%
LW
177
Linscomb Wealth
Texas
$577K -$3.14M -43,581 -84%
BWA
178
Burt Wealth Advisors
Maryland
$564K – – –
TPW
179
TL Private Wealth
Texas
$542K -$57.8K -765 -10%
NWP
180
Northstar Wealth Partners
Connecticut
$538K +$2.87K +40 +0.5%
PJSIMP
181
P.J. Schmidt Investment Management (PJS)
Wisconsin
$532K – – –
9WM
182
9258 Wealth Management
Ohio
$522K -$3.59K -50 -0.7%
EIA
183
Eldridge Investment Advisors
New Hampshire
$511K +$511K +7,106 New
CPIA
184
Cornell Pochily Investment Advisors
New York
$499K +$51.6K +717 +12%
NFG
185
Next Financial Group
Texas
$496K +$116K +1,617 +31%
BC
186
Brinker Capital
Pennsylvania
$495K -$791 -11 -0.2%
NCP
187
NexWave Capital Partners
New York
$490K +$1.3K +18 +0.3%
HFG
188
Heron Financial Group
New York
$490K +$6.46K +86 +1%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$490K +$81.2K +1,129 +20%
PP
190
Patten & Patten
Tennessee
$487K – – –
CS
191
Credit Suisse
Switzerland
$478K -$859K -11,950 -64%
LRIA
192
Leonard Rickey Investment Advisors
Washington
$471K -$6.76K -94 -1%
FPGK
193
Financial Partners Group (Kansas)
Kansas
$469K +$67.8K +944 +17%
TFA
194
Teamwork Financial Advisors
Texas
$467K +$467K +6,499 New
RCAG
195
Rehmann Capital Advisory Group
Michigan
$462K -$26.7K -371 -5%
AL
196
Aspiriant LLC
California
$456K +$103K +1,431 +29%
Kayne Anderson Rudnick Investment Management
197
Kayne Anderson Rudnick Investment Management
California
$441K -$10K -139 -2%
SL
198
Savior LLC
Massachusetts
$436K +$72 +1 +0%
DSA
199
Droms Strauss Advisors
Missouri
$434K +$2.09K +29 +0.5%
MAFM
200
Mid Atlantic Financial Management
Pennsylvania
$429K +$429K +5,967 New
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