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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
LPL Financial
LPL Financial
California
+$34.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
AWM
AE Wealth Management
Kansas
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$144M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$27.7M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
176
Essex Financial Services
Connecticut
$2.01M +$482K +5,085 +32%
ClearBridge Investments
177
ClearBridge Investments
New York
$1.97M +$190K +2,006 +11%
FCI
178
Financial Counselors Inc
Kansas
$1.95M – – –
MWM
179
Meridian Wealth Management
Kentucky
$1.93M +$967K +10,195 +100%
EW
180
Evoke Wealth
California
$1.92M – – –
LPT
181
Legacy Private Trust
Wisconsin
$1.83M – – –
IGWM
182
ICA Group Wealth Management
Colorado
$1.83M -$176K -1,861 -9%
TWM
183
TriaGen Wealth Management
California
$1.81M -$5.69K -60 -0.3%
SFO
184
Stokes Family Office
Louisiana
$1.79M +$305K +3,215 +20%
SFS
185
Sowell Financial Services
Arkansas
$1.79M -$36.6K -385 -2%
Northern Trust
186
Northern Trust
Illinois
$1.77M +$48.6K +513 +3%
ES
187
Eagle Strategies
New York
$1.76M +$241K +2,539 +16%
NA
188
NewEdge Advisors
Louisiana
$1.75M +$92.9K +980 +6%
T
189
TRUADVICE
Florida
$1.74M -$84.5K -865 -5%
CPIA
190
Cornell Pochily Investment Advisors
New York
$1.68M +$61.9K +653 +4%
CG
191
Caprock Group
Idaho
$1.65M +$2.38K +25 +0.1%
ACA
192
Ackerman Capital Advisors
Texas
$1.63M -$55.8K -588 -3%
TFF
193
The Family Firm
Maryland
$1.59M -$79.8K -842 -5%
JPWM
194
Jamison Private Wealth Management
Georgia
$1.59M +$1.59M +16,754 New
TWC
195
TD Waterhouse Canada
Ontario, Canada
$1.59M -$39.9K -345 -2%
PWA
196
Provenance Wealth Advisors
Florida
$1.58M +$1.58M +16,681 New
BCM
197
Becker Capital Management
Oregon
$1.56M -$102K -1,075 -6%
CPIG
198
Chicago Partners Investment Group
Illinois
$1.55M +$42.9K +458 +3%
GVAG
199
Great Valley Advisor Group
Delaware
$1.55M -$9.3K -98 -0.6%
SFA
200
Sequoia Financial Advisors
Ohio
$1.54M -$30.1K -317 -2%
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