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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
LPL Financial
LPL Financial
California
+$34.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
AWM
AE Wealth Management
Kansas
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$144M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$27.7M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
201
Fifth Third Securities
Ohio
$1.52M -$1.4M -14,668 -48%
TPW
202
Transatlantique Private Wealth
New York
$1.51M +$62.9K +663 +4%
SFG
203
Sovereign Financial Group
Connecticut
$1.5M +$16.2K +171 +1%
CFA
204
Cahill Financial Advisors
Minnesota
$1.45M +$120K +1,264 +9%
KA
205
Kovack Advisors
Florida
$1.44M -$217K -2,291 -13%
WLIM
206
White Lighthouse Investment Management
Massachusetts
$1.43M -$5.5K -58 -0.4%
LNC
207
Lincoln National Corp
Pennsylvania
$1.39M +$45K +475 +3%
PA
208
PFG Advisors
Arizona
$1.37M -$14.2K -150 -1%
DFA
209
DHK Financial Advisors
New Hampshire
$1.35M -$70.7K -743 -5%
FNBOH
210
First National Bank of Hutchinson
Kansas
$1.33M +$42.3K +446 +3%
CAG
211
Csenge Advisory Group
Florida
$1.31M +$389K +4,102 +42%
KAM
212
Knightsbridge Asset Management
California
$1.3M +$54.5K +575 +4%
LGWM
213
Litman Gregory Wealth Management
California
$1.3M -$16.2K -171 -1%
CB
214
Commerce Bank
Missouri
$1.29M +$60.5K +638 +5%
UIA
215
Ulland Investment Advisors
Minnesota
$1.29M -$79.2K -835 -6%
VFA
216
Valeo Financial Advisors
Indiana
$1.28M +$1.28M +13,541 New
C
217
Certuity
Florida
$1.24M +$433K +4,570 +54%
BCI
218
Brinker Capital Investments
Pennsylvania
$1.2M -$177K -1,863 -13%
OPS
219
Orion Portfolio Solutions
Nebraska
$1.2M -$177K -1,863 -13%
HCM
220
Hollencrest Capital Management
California
$1.19M – – –
VFIC
221
Valley Forge Investment Consultants
Pennsylvania
$1.19M -$190K -2,000 -14%
RA
222
RFG Advisory
Alabama
$1.18M -$79.1K -834 -6%
EWA
223
EP Wealth Advisors
California
$1.18M -$500K -5,277 -30%
KFGK
224
Keystone Financial Group (Kentucky)
Kentucky
$1.17M -$930K -9,804 -44%
SIC
225
Sterling Investment Counsel
New York
$1.16M -$23.9K -252 -2%
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