IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

456 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
7.96%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
138
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.14B
2
LPL Financial
2
LPL Financial
California
$1.28B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$138M
4
DA
4
Doliver Advisors
Texas
$71.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$220M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$13K
2
PPA
2
Parametric Portfolio Associates
Washington
$351K
3
AWM
3
AE Wealth Management
Kansas
$10.1M
4
VC
4
Veracity Capital
Georgia
$18.1M
5
FP
5
Financial Perspectives
Minnesota
$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
Wealth Alliance
New York
$948K -$331K -3,277 -26%
FNBOH
177
First National Bank of Hutchinson
Kansas
$934K -$9.59K -95 -1%
CP
178
Castleview Partners
Texas
$921K +$921K +9,123 New
CPIA
179
Cornell Pochily Investment Advisors
New York
$877K +$39.8K +394 +5%
WT
180
Whittier Trust
California
$875K – – –
HI
181
Harbour Investments
Wisconsin
$873K -$53K -525 -6%
KPCM
182
Kings Point Capital Management
New York
$854K +$753K +7,457 +746%
F
183
F3Logic
Minnesota
$852K -$123K -1,215 -13%
XF
184
XML Financial
Maryland
$850K – – –
AMG
185
Asset Management Group
Connecticut
$847K -$8.08K -80 -0.9%
SPIA
186
Steward Partners Investment Advisory
New York
$847K +$135K +1,342 +19%
FFN
187
Focus Financial Network
Minnesota
$841K +$122K +1,212 +17%
Prudential Financial
188
Prudential Financial
New Jersey
$840K +$386K +3,818 +85%
VFM
189
Vivid Financial Management
California
$835K +$16.9K +167 +2%
IAN
190
Integrated Advisors Network
Texas
$833K -$18K -178 -2%
AL
191
Aspiriant LLC
California
$833K – – –
VFIC
192
Valley Forge Investment Consultants
Pennsylvania
$833K +$117K +1,157 +16%
OC
193
Oppenheimer & Co
New York
$830K -$707 -7 -0.1%
UWPG
194
Ullmann Wealth Partners Group
Florida
$822K +$101 +1 +0%
SF
195
Symphony Financial
Texas
$815K -$448K -4,447 -35%
PJSIMP
196
P.J. Schmidt Investment Management (PJS)
Wisconsin
$782K – – –
FI
197
Financial Insights
Washington
$775K +$775K +767 New
EFS
198
Essex Financial Services
Connecticut
$769K – – –
BWA
199
Burt Wealth Advisors
Maryland
$765K -$3.94K -39 -0.5%
WC
200
Weil Company
California
$764K – – –
6 7
8
9 10