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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

362 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
33
Increased
111
Reduced
136
Closed
33
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$19K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$66M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$11.7M
3
RAM
Riggs Asset Management
Pennsylvania
+$6.97M
4
DA
Doliver Advisors
Texas
+$5.87M
5
UBS Group
UBS Group
Switzerland
+$4.52M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$386M
2
LPL Financial
LPL Financial
California
-$50.7M
3
TI
tru Independence
Oregon
-$33.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.2M
5
Morgan Stanley
Morgan Stanley
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
176
Burt Wealth Advisors
Maryland
$628K – – –
TPW
177
TL Private Wealth
Texas
$623K +$17.8K +211 +3%
CPIA
178
Cornell Pochily Investment Advisors
New York
$617K +$62.5K +782 +11%
RP
179
Riverbridge Partners
Minnesota
$610K +$330K +4,128 +118%
JWCA
180
J.W. Cole Advisors
Florida
$609K -$226K -2,824 -27%
EIA
181
Eldridge Investment Advisors
New Hampshire
$568K – – –
VA
182
Valmark Advisers
Ohio
$567K +$567K +7,093 New
9WM
183
9258 Wealth Management
Ohio
$565K – – –
FI
184
FormulaFolio Investments
Michigan
$557K +$97.5K +1,219 +21%
LW
185
Linscomb Wealth
Texas
$554K -$88K -1,099 -14%
PP
186
Patten & Patten
Tennessee
$542K – – –
WS
187
Wedbush Securities
California
$539K +$236K +2,952 +78%
CS
188
Credit Suisse
Switzerland
$532K – – –
TC
189
Trilogy Capital
California
$519K +$519K +6,485 New
HFG
190
Heron Financial Group
New York
$518K -$10.5K -130 -2%
MPM
191
Meritage Portfolio Management
Kansas
$512K -$181K -2,268 -26%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$512K +$269K +3,362 +110%
MAFM
193
Mid Atlantic Financial Management
Pennsylvania
$497K -$4.28K -51 -0.9%
NCP
194
NexWave Capital Partners
New York
$490K – – –
SL
195
Savior LLC
Massachusetts
$486K – – –
Kayne Anderson Rudnick Investment Management
196
Kayne Anderson Rudnick Investment Management
California
$485K -$5.2K -65 -1%
DSA
197
Droms Strauss Advisors
Missouri
$484K +$1.36K +17 +0.3%
NF
198
Nikulski Financial
Iowa
$477K +$25.5K +319 +6%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$476K +$31.2K +390 +7%
LRIA
200
Leonard Rickey Investment Advisors
Washington
$453K -$71.3K -891 -14%
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