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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$272M
2
Morgan Stanley
Morgan Stanley
New York
+$40.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$18.7M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$118M
2
IWS
Insight Wealth Strategies
California
-$17.1M
3
CG
Colony Group
Massachusetts
-$15.7M
4
MAM
Madison Asset Management
Wisconsin
-$14.1M
5
GM
GeoWealth Management
Illinois
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
201
Crescent Grove Advisors
Illinois
$990K +$745K +8,906 +304%
MCA
202
Magnolia Capital Advisors
Mississippi
$984K -$18.7K -223 -2%
GVAG
203
Great Valley Advisor Group
Delaware
$974K -$9.29K -111 -0.9%
SSCA
204
South Shore Capital Advisors
Massachusetts
$973K +$459K +5,489 +89%
FNBOH
205
First National Bank of Hutchinson
Kansas
$970K +$1.42K +17 +0.1%
Prudential Financial
206
Prudential Financial
New Jersey
$936K +$34K +402 +4%
PRWA
207
Platte River Wealth Advisors
Colorado
$931K +$931K +11,118 New
CAG
208
Csenge Advisory Group
Florida
$893K +$434K +5,181 +94%
SPIA
209
Steward Partners Investment Advisory
New York
$891K -$4.95M -59,072 -85%
TPW
210
TL Private Wealth
Texas
$869K +$24.9K +292 +3%
HSWM
211
Hubbell Strickland Wealth Management
Louisiana
$850K -$17.1K -204 -2%
BPA
212
Beacon Pointe Advisors
California
$848K -$684K -8,187 -45%
NF
213
Nikulski Financial
Iowa
$828K +$41.8K +500 +5%
CL
214
CIM LLC
New York
$798K +$21.3K +243 +3%
WMP
215
Wealth Management Partners
Arizona
$766K – – –
MGIA
216
Moneta Group Investment Advisors
Missouri
$763K +$102K +1,223 +15%
Lido Advisors
217
Lido Advisors
California
$762K – – –
AL
218
Aspiriant LLC
California
$759K +$68.5K +818 +10%
SFMG
219
Sage Financial Management Group
Virginia
$744K -$13.3K -159 -2%
T
220
TCWP
Ohio
$725K -$437K -5,220 -38%
BWM
221
Brickley Wealth Management
California
$708K +$79.6K +950 +13%
BRWA
222
B. Riley Wealth Advisors
Florida
$697K +$530K +6,327 +318%
BCI
223
Brinker Capital Investments
Pennsylvania
$692K -$213K -2,550 -24%
XF
224
XML Financial
Maryland
$692K – – –
VFIC
225
Valley Forge Investment Consultants
Pennsylvania
$690K – – –
7 8
9
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