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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$949M
2
Fidelity International
2
Fidelity International
Bermuda
$60.8M
3
Bank of America
3
Bank of America
North Carolina
$3.64B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$692M
5
FWI
5
Facet Wealth Inc
Maryland
$77.3M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$169M
2
Amundi
2
Amundi
France
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$14.8M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
176
ICA Group Wealth Management
Colorado
$2.06M +$986K +10,096 +91%
FCI
177
Financial Counselors Inc
Kansas
$2.01M -$209K -2,145 -9%
EW
178
Evoke Wealth
California
$1.97M – – –
LPT
179
Legacy Private Trust
Wisconsin
$1.88M – – –
SFS
180
Sowell Financial Services
Arkansas
$1.88M +$1.88M +19,217 New
TWM
181
TriaGen Wealth Management
California
$1.87M – – –
BPA
182
Beacon Pointe Advisors
California
$1.86M +$253K +2,589 +16%
ClearBridge Investments
183
ClearBridge Investments
New York
$1.84M +$1.3M +13,272 +240%
T
184
TRUADVICE
Florida
$1.83M +$26.9K +275 +1%
BCI
185
Brinker Capital Investments
Pennsylvania
$1.82M +$196K +1,568 +12%
OPS
186
Orion Portfolio Solutions
Nebraska
$1.82M +$196K +1,568 +12%
Northern Trust
187
Northern Trust
Illinois
$1.77M -$26.1K -267 -1%
ACA
188
Ackerman Capital Advisors
Texas
$1.74M -$24K -246 -1%
TFF
189
The Family Firm
Maryland
$1.72M +$2.25K +23 +0.1%
BCM
190
Becker Capital Management
Oregon
$1.71M +$18.2K +186 +1%
KA
191
Kovack Advisors
Florida
$1.71M +$98 +1 +0%
NA
192
NewEdge Advisors
Louisiana
$1.7M +$54.1K +554 +3%
CG
193
Caprock Group
Idaho
$1.69M +$75.7K +775 +5%
CPIA
194
Cornell Pochily Investment Advisors
New York
$1.67M +$9.47K +97 +0.6%
TWC
195
TD Waterhouse Canada
Ontario, Canada
$1.64M -$44.1K -378 -3%
SFA
196
Sequoia Financial Advisors
Ohio
$1.61M -$56K -574 -3%
GVAG
197
Great Valley Advisor Group
Delaware
$1.6M -$96.8K -991 -6%
CPIG
198
Chicago Partners Investment Group
Illinois
$1.59M +$122K +1,229 +8%
EFS
199
Essex Financial Services
Connecticut
$1.57M +$89.9K +921 +6%
ES
200
Eagle Strategies
New York
$1.57M -$210K -2,153 -12%
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