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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

429 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
7.55%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.41%
New
47
Increased
123
Reduced
157
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.6M
2
AWM
AE Wealth Management
Kansas
+$25.4M
3
LPL Financial
LPL Financial
California
+$13.9M
4
CI
CX Institutional
Indiana
+$10.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$8.59M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$126M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$30.5M
3
F
F3Logic
Minnesota
-$20.8M
4
ClearBridge Investments
ClearBridge Investments
New York
-$18M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
176
TRUE Private Wealth Advisors
Oregon
$995K -$989K -10,892 -50%
HSWM
177
Hubbell Strickland Wealth Management
Louisiana
$971K +$11.8K +130 +1%
SSWG
178
Seven Springs Wealth Group
Tennessee
$936K +$34.6K +381 +4%
RP
179
Riverbridge Partners
Minnesota
$925K -$116K -1,283 -11%
KAM
180
Knightsbridge Asset Management
California
$918K +$918K +10,114 New
WMP
181
Wealth Management Partners
Arizona
$911K -$212K -2,251 -19%
WS
182
Wedbush Securities
California
$884K -$205K -2,257 -19%
F
183
F3Logic
Minnesota
$874K -$20.8M -230,261 -96%
Lido Advisors
184
Lido Advisors
California
$870K -$57.4K -632 -6%
BF
185
BOK Financial
Oklahoma
$863K – – –
FNBOH
186
First National Bank of Hutchinson
Kansas
$848K -$62.3K -687 -7%
HI
187
Harbour Investments
Wisconsin
$833K +$833K +9,172 New
EW
188
Evoke Wealth
California
$816K +$522K +5,745 +177%
WT
189
Whittier Trust
California
$787K – – –
TPW
190
TL Private Wealth
Texas
$776K -$19.2K -200 -2%
EFS
191
Essex Financial Services
Connecticut
$769K +$88.2K +972 +13%
AMG
192
Asset Management Group
Connecticut
$768K +$91 +1 +0%
IAN
193
Integrated Advisors Network
Texas
$765K -$5.27K -58 -0.7%
XF
194
XML Financial
Maryland
$765K – – –
CPIA
195
Cornell Pochily Investment Advisors
New York
$753K +$39.2K +432 +5%
AL
196
Aspiriant LLC
California
$749K – – –
OC
197
Oppenheimer & Co
New York
$747K +$30.4K +335 +4%
UWPG
198
Ullmann Wealth Partners Group
Florida
$739K -$139K -1,530 -16%
VFM
199
Vivid Financial Management
California
$735K +$3.81K +42 +0.5%
PJSIMP
200
P.J. Schmidt Investment Management (PJS)
Wisconsin
$723K – – –
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