IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
176
Ulland Investment Advisors
Minnesota
$1.79M -$422K -5,181 -19%
KAM
177
Knightsbridge Asset Management
California
$1.75M -$686K -8,416 -28%
OFG
178
Omega Financial Group
California
$1.69M -$115K -1,398 -6%
ES
179
Eagle Strategies
New York
$1.65M +$1.65M +20,196 New
EW
180
Evoke Wealth
California
$1.65M -$48.5K -595 -3%
JFGIW
181
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64M +$1.43M +17,570 +676%
SSWG
182
Seven Springs Wealth Group
Tennessee
$1.63M +$52.7K +647 +3%
TWM
183
TriaGen Wealth Management
California
$1.59M +$17.4K +213 +1%
Comerica Bank
184
Comerica Bank
Texas
$1.58M +$287K +3,421 +22%
LPT
185
Legacy Private Trust
Wisconsin
$1.57M – – –
JWCA
186
J.W. Cole Advisors
Florida
$1.57M -$269K -3,296 -15%
WI
187
WrapManager Inc
California
$1.52M +$1.52M +18,587 New
BCV
188
Banque Cantonale Vaudoise
Switzerland
$1.5M +$1.5M +17,000 New
SFA
189
Sequoia Financial Advisors
Ohio
$1.5M -$331K -4,058 -18%
TWC
190
TD Waterhouse Canada
Ontario, Canada
$1.49M -$32.2K -328 -2%
Northern Trust
191
Northern Trust
Illinois
$1.48M -$215K -2,634 -13%
GVAG
192
Great Valley Advisor Group
Delaware
$1.46M +$506K +6,202 +53%
LNC
193
Lincoln National Corp
Pennsylvania
$1.46M +$355K +4,359 +32%
KA
194
Kovack Advisors
Florida
$1.45M -$31.2K -383 -2%
IAN
195
Integrated Advisors Network
Texas
$1.43M +$322K +3,955 +29%
TFF
196
The Family Firm
Maryland
$1.4M +$296K +3,634 +27%
CSIA
197
Charles Schwab Investment Advisory
California
$1.36M -$6.23M -76,443 -82%
SFO
198
Stokes Family Office
Louisiana
$1.36M -$473K -5,797 -26%
DP
199
Denver PWM
Colorado
$1.34M +$1.04M +12,792 +350%
CPIA
200
Cornell Pochily Investment Advisors
New York
$1.3M +$14K +172 +1%
6 7
8
9 10