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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
201
Northern Trust
Illinois
$2.22M +$48.5K +414 +2%
PW
202
Peninsula Wealth
California
$2.22M +$2.22M +18,927 New
TWM
203
TriaGen Wealth Management
California
$2.21M -$57.2K -488 -3%
CPIA
204
Cornell Pochily Investment Advisors
New York
$2.21M -$70.9K -605 -3%
RP
205
Riverbridge Partners
Minnesota
$2.16M -$1.17M -9,971 -35%
SFS
206
Sowell Financial Services
Arkansas
$2.15M +$5.63K +48 +0.3%
IGWM
207
ICA Group Wealth Management
Colorado
$2.13M -$167K -1,427 -7%
KAM
208
Knightsbridge Asset Management
California
$2.13M – – –
QCM
209
Quantinno Capital Management
New York
$2.11M – – –
CG
210
Caprock Group
Idaho
$2.03M – – –
SFG
211
Sovereign Financial Group
Connecticut
$2.01M -$2.11K -18 -0.1%
JPWM
212
Jamison Private Wealth Management
Georgia
$1.97M +$26.8K +229 +1%
SFA
213
Sequoia Financial Advisors
Ohio
$1.95M +$75.7K +646 +4%
TRCT
214
Tower Research Capital (TRC)
New York
$1.91M +$1.76M +14,997 +1,172%
CPIG
215
Chicago Partners Investment Group
Illinois
$1.88M +$5.98K +53 +0.3%
PWA
216
Provenance Wealth Advisors
Florida
$1.87M -$87.3K -745 -4%
SPC
217
Sigma Planning Corp
Michigan
$1.85M +$420K +3,579 +29%
ACA
218
Ackerman Capital Advisors
Texas
$1.85M – – –
PFS
219
Prospera Financial Services
Texas
$1.81M -$81.7K -696 -4%
CFA
220
Cahill Financial Advisors
Minnesota
$1.79M +$43.1K +368 +2%
TWC
221
TD Waterhouse Canada
Ontario, Canada
$1.77M +$43.5K +309 +3%
GVAG
222
Great Valley Advisor Group
Delaware
$1.7M -$229K -1,958 -12%
PA
223
PFG Advisors
Arizona
$1.69M -$48.6K -415 -3%
TFF
224
The Family Firm
Maryland
$1.69M -$4.34K -37 -0.3%
WLIM
225
White Lighthouse Investment Management
Massachusetts
$1.64M -$27.5K -235 -2%
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