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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
176
NewEdge Advisors
Louisiana
$3.03M +$656K +5,593 +28%
BG
177
Benedetti & Gucer
Georgia
$3.01M +$36.5K +311 +1%
VA
178
Vident Advisory
Georgia
$2.96M +$475K +4,056 +19%
HCM
179
Hollencrest Capital Management
California
$2.91M – – –
GC
180
Garde Capital
Washington
$2.88M -$30.5K -260 -1%
HWM
181
HB Wealth Management
Georgia
$2.88M -$2.11K -18 -0.1%
SSWG
182
Seven Springs Wealth Group
Tennessee
$2.87M +$7.15K +61 +0.3%
CTC
183
Central Trust Company
Missouri
$2.83M +$18.9K +161 +0.7%
WP
184
WealthShield Partners
North Carolina
$2.73M -$866K -7,388 -24%
PD
185
Planning Directions
Pennsylvania
$2.73M -$57.2K -488 -2%
EFS
186
Essex Financial Services
Connecticut
$2.66M -$40.1K -342 -1%
WHCFA
187
William Howard & Co Financial Advisors
Tennessee
$2.65M +$2.65M +22,566 New
Prudential Financial
188
Prudential Financial
New Jersey
$2.64M +$416K +3,545 +19%
OFG
189
Omega Financial Group
California
$2.63M +$1.06K +9 +0%
EWM
190
Endowment Wealth Management
Wisconsin
$2.58M +$1.51M +12,877 +141%
Citigroup
191
Citigroup
New York
$2.58M +$1.98M +16,913 +334%
DADC
192
D.A. Davidson & Co
Montana
$2.49M +$18.6K +159 +0.8%
EW
193
Evoke Wealth
California
$2.48M +$2.18M +18,597 +724%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$2.47M -$315K -2,689 -11%
SFO
195
Stokes Family Office
Louisiana
$2.43M +$2.34K +20 +0.1%
FCI
196
Financial Counselors Inc
Kansas
$2.41M -$4.45K -38 -0.2%
GLA
197
Good Life Advisors
Pennsylvania
$2.35M -$321K -2,740 -12%
LPT
198
Legacy Private Trust
Wisconsin
$2.26M – – –
BPA
199
Beacon Pointe Advisors
California
$2.26M +$32.4K +276 +1%
TW
200
Traveka Wealth
California
$2.25M +$23.2K +198 +1%
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