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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$222M
3
Bank of America
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
Corient Private Wealth
Florida
$45.4M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
Osaic Holdings
Arizona
$31.7M
3
AWM
AE Wealth Management
Kansas
$16.1M
4
AAMA
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
201
Prudential Financial
New Jersey
$1.97M -$423K -4,068 -18%
ES
202
Eagle Strategies
New York
$1.95M +$16.6K +159 +0.9%
Northern Trust
203
Northern Trust
Illinois
$1.93M -$10.6K -102 -0.5%
SFS
204
Sowell Financial Services
Arkansas
$1.91M -$54.9K -527 -3%
QCM
205
Quantinno Capital Management
New York
$1.88M +$1.13M +10,824 +150%
KWM
206
Kingsview Wealth Management
Oregon
$1.82M +$1.04M +9,948 +132%
CG
207
Caprock Group
Idaho
$1.81M +$208 +2 +0%
CPIG
208
Chicago Partners Investment Group
Illinois
$1.8M +$9.97K +92 +0.6%
SFG
209
Sovereign Financial Group
Connecticut
$1.79M +$144K +1,383 +9%
PWA
210
Provenance Wealth Advisors
Florida
$1.74M – – –
CGL
211
Clarius Group LLC
Washington
$1.73M +$1.73M +16,600 New
JPWM
212
Jamison Private Wealth Management
Georgia
$1.73M -$17.3K -166 -1%
GVAG
213
Great Valley Advisor Group
Delaware
$1.71M +$16.8K +161 +1%
PFS
214
Prospera Financial Services
Texas
$1.68M +$866K +8,318 +106%
SFA
215
Sequoia Financial Advisors
Ohio
$1.67M -$20.4K -196 -1%
ACA
216
Ackerman Capital Advisors
Texas
$1.64M -$152K -1,464 -9%
IA
217
IFG Advisory
Georgia
$1.62M +$502K +4,818 +45%
OP
218
ORG Partners
Indiana
$1.61M +$768K +7,369 +91%
KA
219
Kovack Advisors
Florida
$1.57M -$8.95K -86 -0.6%
FTS
220
Fifth Third Securities
Ohio
$1.56M -$100K -965 -6%
CFA
221
Cahill Financial Advisors
Minnesota
$1.55M -$39.6K -380 -2%
PA
222
PFG Advisors
Arizona
$1.55M +$44.4K +427 +3%
FNBOH
223
First National Bank of Hutchinson
Kansas
$1.51M +$48.9K +470 +3%
TFF
224
The Family Firm
Maryland
$1.5M -$246K -2,367 -14%
CL
225
CIM LLC
New York
$1.49M +$304K +2,656 +26%
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