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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
LPL Financial
California
$1.32B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.15B
2
DA
Doliver Advisors
Texas
$58M
3
BlackRock
BlackRock
New York
$50.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$557M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
201
P.J. Schmidt Investment Management (PJS)
Wisconsin
$810K – – –
NF
202
Nikulski Financial
Iowa
$803K +$248K +2,420 +45%
WA
203
Wealth Alliance
New York
$789K -$172K -1,677 -18%
WC
204
Weil Company
California
$775K – – –
BTWM
205
Baker Tilly Wealth Management
Wisconsin
$758K +$382K +3,733 +102%
MPM
206
Meritage Portfolio Management
Kansas
$750K +$87.6K +855 +13%
WS
207
Wedbush Securities
California
$748K -$7.37K -72 -1%
MAFM
208
Mid Atlantic Financial Management
Pennsylvania
$745K +$32.9K +321 +5%
9WM
209
9258 Wealth Management
Ohio
$744K – – –
TC
210
Trilogy Capital
California
$742K +$27.7K +270 +4%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$730K -$3.96K -38 -0.5%
EIA
212
Eldridge Investment Advisors
New Hampshire
$728K – – –
IC
213
Inscription Capital
Texas
$717K +$717K +7,000 New
NCP
214
NexWave Capital Partners
New York
$705K +$1.43K +14 +0.2%
CWC
215
Carolinas Wealth Consulting
North Carolina
$690K +$614 +6 +0.1%
IA
216
IFG Advisory
Georgia
$690K +$39.3K +384 +6%
PFS
217
Prospera Financial Services
Texas
$682K -$38.6K -376 -5%
FF
218
FourThought Financial
Florida
$670K -$63.2K -617 -9%
OWA
219
Octavia Wealth Advisors
Ohio
$660K -$44.6K -435 -6%
BWA
220
Burt Wealth Advisors
Maryland
$655K -$121K -1,185 -16%
MMPW
221
Mitchell McLeod Pugh & Williams
Alabama
$650K +$650K +6,344 New
HFG
222
Heron Financial Group
New York
$641K -$18.9K -185 -3%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$636K – – –
DSA
224
Droms Strauss Advisors
Missouri
$624K – – –
PP
225
Patten & Patten
Tennessee
$623K – – –
7 8
9
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