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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$222M
3
Bank of America
3
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$45.4M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
AWM
3
AE Wealth Management
Kansas
$16.1M
4
AAMA
4
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
176
Flagship Private Wealth
Massachusetts
$2.57M +$7.81K +75 +0.3%
HWM
177
HB Wealth Management
Georgia
$2.56M -$64.5K -620 -2%
SSWG
178
Seven Springs Wealth Group
Tennessee
$2.54M +$37.8K +363 +2%
CTC
179
Central Trust Company
Missouri
$2.5M -$5.21K -50 -0.2%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$2.48M -$33.9K -326 -1%
Allspring Global Investments
181
Allspring Global Investments
North Carolina
$2.48M +$2.48M +23,781 New
PD
182
Planning Directions
Pennsylvania
$2.48M -$72.6K -697 -3%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$2.4M -$1.2M -11,507 -33%
EFS
184
Essex Financial Services
Connecticut
$2.4M +$193K +1,852 +9%
GLA
185
Good Life Advisors
Pennsylvania
$2.37M -$265K -2,550 -10%
OFG
186
Omega Financial Group
California
$2.34M +$80.3K +771 +4%
VA
187
Vident Advisory
Georgia
$2.21M +$1.64M +15,758 +289%
DADC
188
D.A. Davidson & Co
Montana
$2.19M -$304K -2,922 -12%
SFO
189
Stokes Family Office
Louisiana
$2.16M +$187K +1,793 +9%
NA
190
NewEdge Advisors
Louisiana
$2.15M +$198K +1,863 +10%
FCI
191
Financial Counselors Inc
Kansas
$2.14M – – –
KAM
192
Knightsbridge Asset Management
California
$2.13M +$701K +6,733 +49%
Citadel Advisors
193
Citadel Advisors
Florida
$2.05M +$2.05M +19,647 New
IGWM
194
ICA Group Wealth Management
Colorado
$2.04M +$38.3K +368 +2%
CPIA
195
Cornell Pochily Investment Advisors
New York
$2.02M +$179K +1,718 +10%
TWM
196
TriaGen Wealth Management
California
$2.02M +$29.8K +286 +1%
LPT
197
Legacy Private Trust
Wisconsin
$2.01M – – –
YIH
198
Y-Intercept (HK)
Hong Kong
$1.99M +$1.99M +19,102 New
BPA
199
Beacon Pointe Advisors
California
$1.97M -$2.62M -25,147 -57%
TW
200
Traveka Wealth
California
$1.97M +$1.97M +18,962 New
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