IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

217 hedge funds and large institutions have $3.61B invested in iShares Core S&P US Growth ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.97%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
21
Increased
98
Reduced
51
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$125M
2
Bank of America
Bank of America
North Carolina
+$111M
3
LPL Financial
LPL Financial
California
+$40.4M
4
CWM
Cornerstone Wealth Management
Missouri
+$33.3M
5
PAG
Private Advisor Group
New Jersey
+$25.2M

Top Sellers

1
GAG
GM Advisory Group
New York
-$16.5M
2
TF
TIAA FSB
Florida
-$8.18M
3
F
F3Logic
Minnesota
-$7.31M
4
Ameriprise
Ameriprise
Minnesota
-$5.65M
5
WHG
Westwood Holdings Group
Texas
-$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
201
Truvestments Capital
Florida
$16K +$16K +258 New
LWA
202
Lenox Wealth Advisors
New York
$14K – – –
JCM
203
Jacobi Capital Management
Pennsylvania
$13K +$736 +12 +6%
GI
204
Gradient Investments
Minnesota
$10K +$2.14K +36 +27%
TC
205
Trilogy Capital
California
$9K – – –
AIM
206
Anchor Investment Management
South Carolina
$8.08K – – –
BAM
207
Barrett Asset Management
New York
$8K – – –
ADL
208
Asset Dedication LLC
California
$7K – – –
TNBTD
209
Trustmark National Bank Trust Department
Mississippi
$6K +$6K +99 New
WTC
210
WhitTier Trust Company
Nevada
$5K – – –
ML
211
McAdam LLC
Pennsylvania
$5K – – –
MCM
212
Monument Capital Management
Virginia
$5K +$2.33K +35 +88%
VCM
213
Vigilant Capital Management
Maine
$5K +$5K +84 New
RAM
214
Riggs Asset Management
Pennsylvania
$4K +$4K +73 New
HFM
215
Hartford Financial Management
Connecticut
$2K +$2K +30 New
SPIA
216
Strategic Point Investment Advisors
Rhode Island
$1.77K -$17 -270 -0.9%
FRA
217
Front Row Advisors
California
$14 -$2 -33 -12%
GAG
218
GM Advisory Group
New York
– -$16.5M -287,737 Closed
SFS
219
Sowell Financial Services
Arkansas
– -$2.63M -43,975 Closed
Renaissance Technologies
220
Renaissance Technologies
New York
– -$355K -6,200 Closed
Calamos Advisors
221
Calamos Advisors
Illinois
– -$344K -6,022 Closed
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
– -$338K -5,912 Closed
RP
223
Riverbridge Partners
Minnesota
– -$322K -5,623 Closed
NB
224
Nicolet Bankshares
Wisconsin
– -$255K -4,462 Closed
CWA
225
Clarus Wealth Advisors
Arizona
– -$160K -2,927 Closed
6 7 8
9
10