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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$160M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$53.4M
3
LPL Financial
LPL Financial
California
+$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
+$23.9M
5
Wells Fargo
Wells Fargo
California
+$23.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$75.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.2M
3
GSWM
Golden State Wealth Management
California
-$3.99M
4
EWA
ERTS Wealth Advisors
Michigan
-$3.81M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
201
Beaumont Financial Advisors
Massachusetts
$368K -$36.3K -536 -9%
DJSG
202
D.J. St. Germain
Massachusetts
$365K – – –
TI
203
Trexquant Investment
Connecticut
$364K +$101K +1,487 +38%
EP
204
Eudaimonia Partners
Tennessee
$364K +$364K +5,383 New
GWM
205
Geneos Wealth Management
Colorado
$361K +$114K +1,682 +46%
BFC
206
Bedel Financial Consulting
Indiana
$358K -$1.41M -20,801 -80%
AL
207
Aspiriant LLC
California
$357K – – –
GG
208
GenWealth Group
New Jersey
$353K +$30.3K +448 +9%
WS
209
Wedbush Securities
California
$352K -$269K -3,967 -43%
OFG
210
Omega Financial Group
California
$352K -$946 -14 -0.3%
HWA
211
Heritage Wealth Advisors
Virginia
$352K – – –
KA
212
Kovack Advisors
Florida
$350K +$29.1K +431 +9%
CM
213
Columbus Macro
Pennsylvania
$348K -$15.7K -233 -4%
PFS
214
Prospera Financial Services
Texas
$348K +$34.6K +512 +11%
MCP
215
Mirador Capital Partners
California
$344K -$366K -5,408 -52%
BF
216
BOK Financial
Oklahoma
$336K +$35.9K +531 +12%
PMFA
217
Plante Moran Financial Advisors
Michigan
$335K -$38.9K -574 -10%
WSFS
218
Wilmington Savings Fund Society
Delaware
$334K +$90.6K +1,340 +37%
EWM
219
EPG Wealth Management
Georgia
$331K +$331K +4,890 New
MGAM
220
McGowan Group Asset Management
Texas
$330K – – –
PG
221
Patten Group
Tennessee
$328K +$4.06K +60 +1%
MA
222
Mutual Advisors
Nebraska
$327K -$48.2K -711 -13%
PPW
223
Pasadena Private Wealth
California
$327K – – –
ACM
224
Armbruster Capital Management
New York
$325K – – –
NAM
225
NorthCoast Asset Management
Connecticut
$322K – – –
7 8
9
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