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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
201
Bank of New York Mellon
New York
$324K – – –
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$324K +$324K +5,808 New
NF
203
Nikulski Financial
Iowa
$322K -$46.8K -820 -13%
MWC
204
MKD Wealth Coaches
Michigan
$320K -$6.91K -121 -2%
DJSG
205
D.J. St. Germain
Massachusetts
$315K +$6.9K +121 +2%
FHA
206
Flagship Harbor Advisors
Massachusetts
$314K +$46K +804 +17%
CM
207
Columbus Macro
Pennsylvania
$308K +$14.4K +253 +5%
FPGK
208
Financial Partners Group (Kansas)
Kansas
$305K -$4.28M -78,330 -93%
BFC
209
Bedel Financial Consulting
Indiana
$303K – – –
WS
210
Wedbush Securities
California
$303K +$5.83K +102 +2%
NFG
211
Next Financial Group
Texas
$302K +$216K +3,783 +251%
GWM
212
Geneos Wealth Management
Colorado
$299K +$1.79K +32 +0.6%
HWA
213
Heritage Wealth Advisors
Virginia
$297K – – –
GG
214
GenWealth Group
New Jersey
$295K -$2.16K -38 -0.7%
VWA
215
Visionary Wealth Advisors
Illinois
$293K +$104K +1,822 +55%
MIA
216
MainStreet Investment Advisors
Illinois
$290K +$290K +5,075 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$290K +$290K +5,075 New
ASN
218
Advisory Services Network
Georgia
$287K -$330K -5,780 -54%
BFA
219
Beaumont Financial Advisors
Massachusetts
$285K -$25.5K -446 -8%
AL
220
Aspiriant LLC
California
$280K -$20.9K -367 -7%
SPIA
221
Steward Partners Investment Advisory
New York
$279K -$46.8K -822 -14%
ACM
222
Armbruster Capital Management
New York
$274K – – –
IC
223
IEQ Capital
California
$270K +$857 +15 +0.3%
PMFA
224
Plante Moran Financial Advisors
Michigan
$268K -$14.7K -257 -5%
PFS
225
Prospera Financial Services
Texas
$264K -$30.2K -529 -10%
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