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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$949M
2
Fidelity International
2
Fidelity International
Bermuda
$60.8M
3
Bank of America
3
Bank of America
North Carolina
$3.64B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$692M
5
FWI
5
Facet Wealth Inc
Maryland
$77.3M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$169M
2
Amundi
2
Amundi
France
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$14.8M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
201
Stokes Family Office
Louisiana
$1.53M -$31.5K -323 -2%
SFG
202
Sovereign Financial Group
Connecticut
$1.52M -$28.3K -290 -2%
AAS
203
Ameritas Advisory Services
Nebraska
$1.51M -$1.43M -14,812 -49%
TPW
204
Transatlantique Private Wealth
New York
$1.49M +$161K +1,651 +12%
WLIM
205
White Lighthouse Investment Management
Massachusetts
$1.48M -$157K -1,609 -10%
DFA
206
DHK Financial Advisors
New Hampshire
$1.45M – – –
GWM
207
GDS Wealth Management
Texas
$1.45M +$771K +7,893 +113%
PA
208
PFG Advisors
Arizona
$1.42M -$7.13K -73 -0.5%
UIA
209
Ulland Investment Advisors
Minnesota
$1.41M -$84.9K -869 -6%
LNC
210
Lincoln National Corp
Pennsylvania
$1.39M -$529K -5,421 -28%
CFA
211
Cahill Financial Advisors
Minnesota
$1.37M -$5.81M -59,541 -81%
LGWM
212
Litman Gregory Wealth Management
California
$1.35M +$1.35M +13,848 New
EWA
213
EP Wealth Advisors
California
$1.34M +$1.03M +13,680 +340%
FNBOH
214
First National Bank of Hutchinson
Kansas
$1.33M +$161K +1,644 +14%
RA
215
RFG Advisory
Alabama
$1.3M +$4.2K +43 +0.3%
KAM
216
Knightsbridge Asset Management
California
$1.28M -$1.17M -11,993 -48%
CB
217
Commerce Bank
Missouri
$1.27M -$73.2K -750 -5%
HCM
218
Hollencrest Capital Management
California
$1.23M – – –
SIC
219
Sterling Investment Counsel
New York
$1.22M +$51.8K +531 +4%
BJL
220
Brighton Jones LLC
Washington
$1.22M +$65.7K +673 +6%
VFIC
221
Valley Forge Investment Consultants
Pennsylvania
$1.22M +$444K +5,279 +57%
AssetMark Inc
222
AssetMark Inc
California
$1.22M +$1.22M +12,444 New
CA
223
Clearstead Advisors
Ohio
$1.19M – – –
TCBWMS
224
Texas Capital Bank Wealth Management Services
Texas
$1.13M -$210K -2,149 -16%
TPW
225
TL Private Wealth
Texas
$1.08M +$1.35K +14 +0.1%
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