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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
2
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
4
LPL Financial
California
$1.32B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.15B
2
DA
2
Doliver Advisors
Texas
$58M
3
BlackRock
3
BlackRock
New York
$50.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
176
Two Sigma Securities
New York
$1.07M +$1.07M +10,439 New
HSWM
177
Hubbell Strickland Wealth Management
Louisiana
$1.06M -$9.32K -91 -0.9%
Lido Advisors
178
Lido Advisors
California
$1.04M -$58K -567 -5%
TPWA
179
TRUE Private Wealth Advisors
Oregon
$1.04M -$2.87K -28 -0.3%
TPW
180
TL Private Wealth
Texas
$1.04M -$21.1K -193 -2%
BCI
181
Brinker Capital Investments
Pennsylvania
$1.01M – – –
Bank of New York Mellon
182
Bank of New York Mellon
New York
$987K -$1.33K -13 -0.1%
WMP
183
Wealth Management Partners
Arizona
$974K -$20K -195 -2%
SPIA
184
Steward Partners Investment Advisory
New York
$963K +$104K +1,014 +12%
CPIA
185
Cornell Pochily Investment Advisors
New York
$953K +$62.8K +613 +7%
FNBOH
186
First National Bank of Hutchinson
Kansas
$938K -$9.73K -95 -1%
Prudential Financial
187
Prudential Financial
New Jersey
$915K +$25.6K +239 +3%
HI
188
Harbour Investments
Wisconsin
$909K +$23.6K +230 +3%
SF
189
Symphony Financial
Texas
$899K +$64K +620 +8%
WT
190
Whittier Trust
California
$888K – – –
FFN
191
Focus Financial Network
Minnesota
$878K +$25.5K +249 +3%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$875K +$100K +977 +13%
KPCM
193
Kings Point Capital Management
New York
$866K – – –
VFM
194
Vivid Financial Management
California
$863K +$16.8K +164 +2%
XF
195
XML Financial
Maryland
$862K – – –
AL
196
Aspiriant LLC
California
$845K – – –
VFIC
197
Valley Forge Investment Consultants
Pennsylvania
$844K – – –
AMG
198
Asset Management Group
Connecticut
$834K -$24.3K -237 -3%
UWPG
199
Ullmann Wealth Partners Group
Florida
$834K +$102 +1 +0%
OC
200
Oppenheimer & Co
New York
$830K -$11.4K -111 -1%
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8
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