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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCBWMS
201
Texas Capital Bank Wealth Management Services
Texas
$1.22M – – –
CB
202
Commerce Bank
Missouri
$1.22M +$66.8K +753 +6%
TPW
203
Transatlantique Private Wealth
New York
$1.21M +$1.21M +13,647 New
GCWM
204
Graham Capital Wealth Management
District of Columbia
$1.21M +$1.21M +1,364 New
RA
205
RFG Advisory
Alabama
$1.18M -$49.7K -560 -4%
BCI
206
Brinker Capital Investments
Pennsylvania
$1.15M +$409K +4,602 +55%
OPS
207
Orion Portfolio Solutions
Nebraska
$1.15M +$893K +10,062 +347%
HCM
208
Hollencrest Capital Management
California
$1.12M -$911K -10,265 -45%
CA
209
Clearstead Advisors
Ohio
$1.08M – – –
SIC
210
Sterling Investment Counsel
New York
$1.07M -$30.3K -341 -3%
MCA
211
Magnolia Capital Advisors
Mississippi
$1.06M -$4.62K -52 -0.4%
FNBOH
212
First National Bank of Hutchinson
Kansas
$1.06M -$62.9K -709 -6%
BJL
213
Brighton Jones LLC
Washington
$1.05M +$1.33K +15 +0.1%
FHA
214
Flagship Harbor Advisors
Massachusetts
$999K -$333K -3,751 -25%
TPW
215
TL Private Wealth
Texas
$993K +$1.86K +21 +0.2%
CHJWM
216
Carlton Hofferkamp & Jenks Wealth Management
Texas
$988K -$25.6K -285 -3%
EWA
217
EP Wealth Advisors
California
$980K -$2.15M -8,814 -69%
IGWM
218
ICA Group Wealth Management
Colorado
$980K -$1.22M -13,732 -55%
CFO
219
Collective Family Office
Pennsylvania
$959K -$437K -4,925 -31%
DP
220
Denver PWM
Colorado
$937K -$540K -6,011 -37%
VVP
221
Venture Visionary Partners
Ohio
$934K -$314K -3,533 -25%
MWM
222
Meridian Wealth Management
Kentucky
$926K +$12.6K +142 +1%
PPW
223
Presilium Private Wealth
Pennsylvania
$919K +$710 +8 +0.1%
VCS
224
Vaughan & Co Securities
New Jersey
$893K +$4.97K +56 +0.6%
TC
225
Trilogy Capital
California
$893K +$4.35K +49 +0.5%
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