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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$272M
2
Morgan Stanley
Morgan Stanley
New York
+$40.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$18.7M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$118M
2
IWS
Insight Wealth Strategies
California
-$17.1M
3
CG
Colony Group
Massachusetts
-$15.7M
4
MAM
Madison Asset Management
Wisconsin
-$14.1M
5
GM
GeoWealth Management
Illinois
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
176
Meridian Wealth Management
Kentucky
$1.37M +$1.37M +16,366 New
TRCT
177
Tower Research Capital (TRC)
New York
$1.34M +$1.33M +15,875 +13,568%
VVP
178
Venture Visionary Partners
Ohio
$1.3M +$35.6K +425 +3%
CPIA
179
Cornell Pochily Investment Advisors
New York
$1.28M +$430K +5,139 +51%
SFG
180
Sovereign Financial Group
Connecticut
$1.28M +$74.5K +890 +6%
WLIM
181
White Lighthouse Investment Management
Massachusetts
$1.2M +$140K +1,672 +13%
MPW
182
Melone Private Wealth
Michigan
$1.17M +$3.68K +42 +0.3%
LNC
183
Lincoln National Corp
Pennsylvania
$1.16M +$192K +2,296 +20%
MIAN
184
Mariner Independent Advisor Network
Kansas
$1.16M -$39.6K -465 -3%
TCBWMS
185
Texas Capital Bank Wealth Management Services
Texas
$1.15M -$34.2K -409 -3%
Nomura Asset Management
186
Nomura Asset Management
Japan
$1.15M -$166K -1,047 -13%
CB
187
Commerce Bank
Missouri
$1.14M -$64.9K -775 -5%
W
188
Wealthquest
Ohio
$1.14M -$90.9K -1,086 -7%
TFF
189
The Family Firm
Maryland
$1.14M +$1K +12 +0.1%
IAN
190
Integrated Advisors Network
Texas
$1.13M -$319K -3,808 -22%
EWA
191
EP Wealth Advisors
California
$1.12M +$7.37K +88 +0.7%
TPW
192
Transatlantique Private Wealth
New York
$1.09M +$1.09M +12,993 New
Kayne Anderson Rudnick Investment Management
193
Kayne Anderson Rudnick Investment Management
California
$1.08M -$317K -3,793 -23%
AFM
194
Andesa Financial Management
Pennsylvania
$1.07M +$396K +4,730 +59%
WT
195
Whittier Trust
California
$1.07M +$340K +4,068 +47%
SCA
196
Snowden Capital Advisors
New York
$1.02M -$191K -2,281 -16%
FFS
197
Founders Financial Securities
Maryland
$1M +$1M +11,975 New
HI
198
Horizon Investments
North Carolina
$1M +$1M +11,975 New
BJL
199
Brighton Jones LLC
Washington
$996K +$753 +9 +0.1%
CHJWM
200
Carlton Hofferkamp & Jenks Wealth Management
Texas
$990K -$439 -5 -0%
6 7
8
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