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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
176
Wealthquest
Ohio
$1.7M -$944K -8,162 -36%
SCA
177
Snowden Capital Advisors
New York
$1.67M -$40.6K -351 -2%
TCBWMS
178
Texas Capital Bank Wealth Management Services
Texas
$1.64M – – –
EFS
179
Essex Financial Services
Connecticut
$1.61M +$122K +1,056 +8%
SSWG
180
Seven Springs Wealth Group
Tennessee
$1.59M +$230K +1,993 +17%
TFF
181
The Family Firm
Maryland
$1.55M +$1.04K +9 +0.1%
EWA
182
EP Wealth Advisors
California
$1.54M -$12.3K -106 -0.8%
NFG
183
Next Financial Group
Texas
$1.52M -$58.1K -502 -4%
BCI
184
Brinker Capital Investments
Pennsylvania
$1.5M +$343K +2,966 +30%
IFG
185
Investors Financial Group
Minnesota
$1.5M +$135K +1,167 +10%
SCM
186
Southport Capital Management
Tennessee
$1.49M +$1.49M +12,902 New
WLIM
187
White Lighthouse Investment Management
Massachusetts
$1.49M -$115K -997 -7%
SPIA
188
Steward Partners Investment Advisory
New York
$1.43M +$346K +2,994 +32%
Nomura Asset Management
189
Nomura Asset Management
Japan
$1.43M +$1.43M +12,333 New
BPA
190
Beacon Pointe Advisors
California
$1.4M -$145K -1,251 -9%
BJL
191
Brighton Jones LLC
Washington
$1.37M -$18K -156 -1%
GVAG
192
Great Valley Advisor Group
Delaware
$1.36M +$24.7K +214 +2%
LNC
193
Lincoln National Corp
Pennsylvania
$1.34M +$95.8K +828 +8%
AI
194
Atria Investments
North Carolina
$1.34M +$1.34M +11,606 New
MWM
195
Modera Wealth Management
New Jersey
$1.33M +$1.33M +11,459 New
HSWM
196
Hubbell Strickland Wealth Management
Louisiana
$1.19M -$578 -5 -0%
FNBOH
197
First National Bank of Hutchinson
Kansas
$1.19M +$134K +1,157 +13%
FFN
198
Focus Financial Network
Minnesota
$1.19M +$196K +1,691 +20%
Lido Advisors
199
Lido Advisors
California
$1.18M +$116 +1 +0%
TPWA
200
TRUE Private Wealth Advisors
Oregon
$1.15M -$20.9K -181 -2%
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