IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
201
WealthPLAN Partners
Nebraska
$1.3M +$1.3M +14,812 New
WIM
202
WealthPlan Investment Management
Nebraska
$1.3M -$683K -7,773 -34%
EFS
203
Essex Financial Services
Connecticut
$1.29M -$312K -3,826 -20%
Westfield Capital Management
204
Westfield Capital Management
Massachusetts
$1.28M +$1.28M +15,760 New
LGWM
205
Litman Gregory Wealth Management
California
$1.28M +$968K +11,875 +307%
CFO
206
Collective Family Office
Pennsylvania
$1.28M +$1.06M +13,030 +483%
FHA
207
Flagship Harbor Advisors
Massachusetts
$1.22M -$236K -2,892 -16%
RA
208
RFG Advisory
Alabama
$1.21M +$301K +3,437 +33%
Prudential Financial
209
Prudential Financial
New Jersey
$1.18M +$278K +3,412 +31%
PA
210
PFG Advisors
Arizona
$1.17M +$89.7K +1,100 +8%
VVP
211
Venture Visionary Partners
Ohio
$1.15M -$51.7K -634 -4%
TCBWMS
212
Texas Capital Bank Wealth Management Services
Texas
$1.12M – – –
CPIG
213
Chicago Partners Investment Group
Illinois
$1.11M +$556K +6,290 +101%
CB
214
Commerce Bank
Missouri
$1.06M -$5.05K -62 -0.5%
EWA
215
EP Wealth Advisors
California
$1.05M -$21K -258 -2%
NA
216
NewEdge Advisors
Louisiana
$1.03M -$197K -4,012 -16%
FNBOH
217
First National Bank of Hutchinson
Kansas
$1.03M -$156K -1,913 -13%
SIC
218
Sterling Investment Counsel
New York
$1.01M +$211K +2,591 +27%
SCM
219
Seascape Capital Management
New Hampshire
$997K +$742K +9,107 +292%
CA
220
Clearstead Advisors
Ohio
$996K +$571 +7 +0.1%
BPA
221
Beacon Pointe Advisors
California
$994K -$39.5K -485 -4%
MCA
222
Magnolia Capital Advisors
Mississippi
$979K +$18.5K +227 +2%
CHJWM
223
Carlton Hofferkamp & Jenks Wealth Management
Texas
$970K +$517 +6 +0.1%
BJL
224
Brighton Jones LLC
Washington
$963K +$897 +11 +0.1%
CG
225
Caprock Group
Idaho
$963K +$364K +4,462 +61%
7 8
9
10 11