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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

362 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
33
Increased
111
Reduced
136
Closed
33
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$19K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$66M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$11.7M
3
RAM
Riggs Asset Management
Pennsylvania
+$6.97M
4
DA
Doliver Advisors
Texas
+$5.87M
5
UBS Group
UBS Group
Switzerland
+$4.52M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$386M
2
LPL Financial
LPL Financial
California
-$50.7M
3
TI
tru Independence
Oregon
-$33.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.2M
5
Morgan Stanley
Morgan Stanley
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
201
Financial Partners Group (Kansas)
Kansas
$453K -$69.1K -864 -13%
IAN
202
Integrated Advisors Network
Texas
$450K +$16.5K +206 +4%
DJSG
203
D.J. St. Germain
Massachusetts
$438K – – –
LFA
204
Legacy Financial Advisors
Kentucky
$438K +$438K +5,471 New
RCAG
205
Rehmann Capital Advisory Group
Michigan
$434K -$80.3K -1,004 -16%
BFC
206
Bedel Financial Consulting
Indiana
$432K +$7.69K +96 +2%
IFAM
207
Institutional & Family Asset Management
Colorado
$426K -$8.63K -108 -2%
EFS
208
Essex Financial Services
Connecticut
$421K +$123K +1,540 +41%
HWA
209
Heritage Wealth Advisors
Virginia
$416K – – –
ASN
210
Advisory Services Network
Georgia
$412K +$37.4K +467 +10%
KPWS
211
Kestra Private Wealth Services
Texas
$400K +$400K +5,004 New
BFA
212
Beaumont Financial Advisors
Massachusetts
$399K – – –
WCG
213
Weaver Consulting Group
California
$396K – – –
SPIA
214
Steward Partners Investment Advisory
New York
$392K +$15.7K +196 +4%
VWA
215
Visionary Wealth Advisors
Illinois
$390K -$39.6K -496 -9%
CM
216
Columbus Macro
Pennsylvania
$388K -$29.2K -366 -7%
PMFA
217
Plante Moran Financial Advisors
Michigan
$388K +$173K +2,167 +81%
IC
218
IEQ Capital
California
$380K +$1.12K +14 +0.3%
SCM
219
Seascape Capital Management
New Hampshire
$379K +$70.7K +885 +23%
GG
220
GenWealth Group
New Jersey
$377K -$34.7K -427 -8%
LA
221
LexAurum Advisors
Kansas
$373K +$38.9K +486 +12%
HCIA
222
Hochman Cole Investment Advisors
Illinois
$369K – – –
ACM
223
Armbruster Capital Management
New York
$368K -$8K -100 -2%
RJT
224
Raymond James Trust
Florida
$361K -$393K -4,906 -52%
SCM
225
SOL Capital Management
Maryland
$360K – – –
7 8
9
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