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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

364 hedge funds and large institutions have $6.31B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+14
Holders Change %
+4%
% of All Funds
7.48%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
47
Increased
122
Reduced
131
Closed
30
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$14K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$165M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$30.6M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.6M
4
AWM
AE Wealth Management
Kansas
+$9.83M
5
SS
Simplicity Solutions
Minnesota
+$9.49M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$64.9M
2
PPA
Parametric Portfolio Associates
Washington
-$39.1M
3
BL
Balentine LLC
Georgia
-$39.1M
4
LPL Financial
LPL Financial
California
-$29.8M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
201
Meridian Wealth Advisors
Texas
$420K -$69K -960 -14%
FI
202
FormulaFolio Investments
Michigan
$413K +$413K +5,742 New
HFA
203
High Falls Advisors
New York
$411K – – –
NF
204
Nikulski Financial
Iowa
$405K – – –
Bank of New York Mellon
205
Bank of New York Mellon
New York
$400K -$7.41K -103 -2%
GP
206
Geneva Partners
Wisconsin
$400K +$400K +5,563 New
GWM
207
Geneos Wealth Management
Colorado
$394K +$20.2K +290 +5%
DJSG
208
D.J. St. Germain
Massachusetts
$393K -$3.59K -50 -0.9%
IFAM
209
Institutional & Family Asset Management
Colorado
$391K -$103K -1,433 -21%
IAN
210
Integrated Advisors Network
Texas
$390K -$877K -12,190 -69%
VWA
211
Visionary Wealth Advisors
Illinois
$386K +$18K +250 +5%
BFC
212
Bedel Financial Consulting
Indiana
$381K – – –
CM
213
Columbus Macro
Pennsylvania
$375K -$13K -181 -3%
HWA
214
Heritage Wealth Advisors
Virginia
$374K – – –
GG
215
GenWealth Group
New Jersey
$368K -$8.28K -114 -2%
AWM
216
Avior Wealth Management
Nebraska
$366K +$366K +5,103 New
BFA
217
Beaumont Financial Advisors
Massachusetts
$359K +$144 +2 +0%
WCG
218
Weaver Consulting Group
California
$356K +$72K +1,000 +25%
IC
219
IEQ Capital
California
$341K +$863 +12 +0.3%
SPIA
220
Steward Partners Investment Advisory
New York
$338K -$13.9K -194 -4%
ACM
221
Armbruster Capital Management
New York
$338K -$7.19K -100 -2%
ASN
222
Advisory Services Network
Georgia
$336K -$24.6K -343 -7%
MWC
223
MKD Wealth Coaches
Michigan
$335K -$67.3K -938 -17%
PFS
224
Prospera Financial Services
Texas
$332K +$72 +1 +0%
PG
225
Patten Group
Tennessee
$332K +$1.8K +25 +0.5%
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