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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

510 hedge funds and large institutions have $7.33B invested in iShares Core S&P US Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+12
Holders Change %
+2.41%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
58
Increased
183
Reduced
141
Closed
40
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$63K

Top Buyers

1
MAM
Madison Asset Management
Wisconsin
+$34.6M
2
Morgan Stanley
Morgan Stanley
New York
+$22.4M
3
Ameriprise
Ameriprise
Minnesota
+$21.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$19.2M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$14.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$53M
2
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
-$28.2M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$14.4M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$12.9M
5
LPL Financial
LPL Financial
California
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
201
Snowden Capital Advisors
New York
$971K -$1.84K -23 -0.2%
BJL
202
Brighton Jones LLC
Washington
$946K -$7.69K -96 -0.8%
RP
203
Riverbridge Partners
Minnesota
$946K +$946K +11,804 New
MCA
204
Magnolia Capital Advisors
Mississippi
$944K +$1.68K +21 +0.2%
GVAG
205
Great Valley Advisor Group
Delaware
$940K +$7.38K +92 +0.8%
CHJWM
206
Carlton Hofferkamp & Jenks Wealth Management
Texas
$934K -$2.41K -29 -0.3%
SW
207
SVB Wealth
Massachusetts
$915K +$443K +5,519 +94%
Prudential Financial
208
Prudential Financial
New Jersey
$903K -$82 -1 -0%
TPW
209
TL Private Wealth
Texas
$896K +$75.9K +944 +9%
RA
210
RFG Advisory
Alabama
$846K +$846K +10,372 New
ORI
211
Oak Ridge Investments
Illinois
$837K -$864K -10,782 -51%
MWM
212
Meridian Wealth Management
Kentucky
$829K -$484K -6,032 -37%
NF
213
Nikulski Financial
Iowa
$828K +$34.8K +434 +4%
HSWM
214
Hubbell Strickland Wealth Management
Louisiana
$807K -$6.81K -85 -0.8%
AAS
215
Ameritas Advisory Services
Nebraska
$797K +$419K +5,225 +111%
PRWA
216
Platte River Wealth Advisors
Colorado
$788K -$104K -1,295 -12%
Lido Advisors
217
Lido Advisors
California
$786K +$56.1K +700 +8%
SIC
218
Sterling Investment Counsel
New York
$782K +$242K +3,012 +45%
YIH
219
Y-Intercept (HK)
Hong Kong
$760K +$370K +4,620 +95%
WMP
220
Wealth Management Partners
Arizona
$734K – – –
BRWA
221
B. Riley Wealth Advisors
Florida
$731K +$64K +798 +10%
Bank of New York Mellon
222
Bank of New York Mellon
New York
$712K +$86.2K +1,075 +14%
IA
223
IFG Advisory
Georgia
$707K +$136K +1,701 +24%
CAG
224
Csenge Advisory Group
Florida
$706K -$149K -1,863 -17%
TC
225
Trilogy Capital
California
$699K +$90.3K +1,127 +15%
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