IUSG icon

iShares Core S&P US Growth ETF

429 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
7.55%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.41%
New
47
Increased
123
Reduced
157
Closed
30
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
201
Bank of New York Mellon
New York
$703K -$69.6K -766 -9%
BWA
202
Burt Wealth Advisors
Maryland
$691K
WC
203
Weil Company
California
$687K -$73.5K -810 -10%
FF
204
FourThought Financial
Florida
$686K -$65.5K -721 -9%
KW
205
KWB Wealth
California
$682K -$243K -2,672 -26%
OWA
206
Octavia Wealth Advisors
Ohio
$680K -$293K -3,228 -30%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$676K +$161K +1,772 +31%
BAAM
208
Baker Avenue Asset Management
California
$670K -$187K -2,064 -22%
9WM
209
9258 Wealth Management
Ohio
$660K
FFN
210
Focus Financial Network
Minnesota
$646K +$646K +7,115 New
EIA
211
Eldridge Investment Advisors
New Hampshire
$645K
VFIC
212
Valley Forge Investment Consultants
Pennsylvania
$644K
SPIA
213
Steward Partners Investment Advisory
New York
$640K +$181K +1,993 +39%
IA
214
IFG Advisory
Georgia
$636K -$248K -2,737 -28%
MPM
215
Meritage Portfolio Management
Kansas
$635K +$164K +1,802 +35%
NCP
216
NexWave Capital Partners
New York
$623K +$1.18K +13 +0.2%
LW
217
Linscomb Wealth
Texas
$613K -$15.5K -171 -2%
CWC
218
Carolinas Wealth Consulting
North Carolina
$611K -$197K -2,172 -24%
CRI
219
Colonial River Investments
Virginia
$604K -$112K -1,232 -16%
PFS
220
Prospera Financial Services
Texas
$597K +$44.1K +485 +8%
CRCM
221
Corbett Road Capital Management
Virginia
$585K -$1.94M -21,353 -77%
UFA
222
US Financial Advisors
Massachusetts
$584K +$345K +3,802 +145%
MAFM
223
Mid Atlantic Financial Management
Pennsylvania
$583K +$48.3K +532 +9%
HFG
224
Heron Financial Group
New York
$578K +$12.7K +138 +2%
PP
225
Patten & Patten
Tennessee
$552K