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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
201
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.14M -$43.6K -434 -4%
MA
202
MAS Advisors
Florida
$1.14M +$1.14M +9,790 New
CPIA
203
Cornell Pochily Investment Advisors
New York
$1.13M +$49.5K +428 +5%
Prudential Financial
204
Prudential Financial
New Jersey
$1.12M +$140K +1,223 +14%
UWPG
205
Ullmann Wealth Partners Group
Florida
$1.11M +$168K +1,457 +18%
TRCT
206
Tower Research Capital (TRC)
New York
$1.06M -$3.4M -29,386 -76%
WMP
207
Wealth Management Partners
Arizona
$1.06M -$59.6K -507 -5%
SFMG
208
Sage Financial Management Group
Virginia
$1.05M +$1.05M +9,046 New
BAM
209
Berkshire Asset Management
Pennsylvania
$1.03M +$689K +5,959 +203%
9WM
210
9258 Wealth Management
Ohio
$1.01M +$174K +1,500 +21%
VFM
211
Vivid Financial Management
California
$1.01M +$29.8K +258 +3%
WT
212
Whittier Trust
California
$1M – – –
AL
213
Aspiriant LLC
California
$987K +$34K +294 +4%
KPCM
214
Kings Point Capital Management
New York
$978K – – –
NF
215
Nikulski Financial
Iowa
$973K +$67K +580 +7%
BTWM
216
Baker Tilly Wealth Management
Wisconsin
$971K +$115K +996 +13%
Bank of New York Mellon
217
Bank of New York Mellon
New York
$956K -$159K -1,374 -14%
XF
218
XML Financial
Maryland
$956K -$18K -156 -2%
VFIC
219
Valley Forge Investment Consultants
Pennsylvania
$954K – – –
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$952K -$35.9K -310 -4%
TPW
221
TL Private Wealth
Texas
$949K -$903 -9 -0.1%
CL
222
CIM LLC
New York
$939K -$113K -1,129 -11%
OC
223
Oppenheimer & Co
New York
$928K -$9.25K -80 -1%
Marshall Wace
224
Marshall Wace
United Kingdom
$923K +$923K +7,979 New
AMG
225
Asset Management Group
Connecticut
$912K -$30.5K -264 -3%
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