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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.25B
2
Morgan Stanley
Morgan Stanley
New York
$712M
3
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M
4
MWM
Modera Wealth Management
New Jersey
$22.5M
5
PBF
Petix & Botte Financial
California
$24.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$110M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$28.7M
3
ClearBridge Investments
ClearBridge Investments
New York
$9.4M
4
RJA
Raymond James & Associates
Florida
$75.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
176
Essex Financial Services
Connecticut
$1.77M +$304K +2,879 +21%
Kayne Anderson Rudnick Investment Management
177
Kayne Anderson Rudnick Investment Management
California
$1.77M +$111K +1,051 +7%
W
178
Wealthquest
Ohio
$1.7M – – –
SSWG
179
Seven Springs Wealth Group
Tennessee
$1.63M +$176K +1,667 +12%
VVP
180
Venture Visionary Partners
Ohio
$1.6M -$135K -1,282 -8%
CB
181
Commerce Bank
Missouri
$1.52M -$178K -1,689 -10%
SCA
182
Snowden Capital Advisors
New York
$1.52M -$1.27K -12 -0.1%
SFG
183
Sovereign Financial Group
Connecticut
$1.52M -$230K -2,174 -13%
TCBWMS
184
Texas Capital Bank Wealth Management Services
Texas
$1.5M – – –
MIAN
185
Mariner Independent Advisor Network
Kansas
$1.48M -$277K -2,622 -16%
T
186
TCWP
Ohio
$1.47M -$608K -5,754 -29%
TFF
187
The Family Firm
Maryland
$1.43M +$23.1K +219 +2%
BCV
188
Banque Cantonale Vaudoise
Switzerland
$1.42M +$1.42M +14,000 New
EWA
189
EP Wealth Advisors
California
$1.41M -$740 -7 -0.1%
WLIM
190
White Lighthouse Investment Management
Massachusetts
$1.34M -$17.4K -165 -1%
MPW
191
Melone Private Wealth
Michigan
$1.29M -$193K -1,995 -13%
MCA
192
Magnolia Capital Advisors
Mississippi
$1.27M -$1.28M -12,120 -50%
BJL
193
Brighton Jones LLC
Washington
$1.26M +$845 +8 +0.1%
GVAG
194
Great Valley Advisor Group
Delaware
$1.24M -$7.94K -75 -0.6%
LNC
195
Lincoln National Corp
Pennsylvania
$1.23M +$528 +5 +0%
FNBOH
196
First National Bank of Hutchinson
Kansas
$1.22M +$134K +1,265 +12%
SOS
197
Silver Oak Securities
Tennessee
$1.18M +$1.18M +11,483 New
KWM
198
Kingsview Wealth Management
Oregon
$1.16M +$925K +8,755 +387%
CHJWM
199
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.16M -$9.15K -89 -0.8%
BCI
200
Brinker Capital Investments
Pennsylvania
$1.14M -$228K -2,155 -17%
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