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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
201
Legacy Private Trust
Wisconsin
$2.55M – – –
BPA
202
Beacon Pointe Advisors
California
$2.48M -$71K -538 -3%
ES
203
Eagle Strategies
New York
$2.47M -$18.1K -137 -0.7%
TWM
204
TriaGen Wealth Management
California
$2.41M -$3.96K -30 -0.2%
QCM
205
Quantinno Capital Management
New York
$2.38M – – –
CG
206
Caprock Group
Idaho
$2.3M +$14.5K +110 +0.6%
IAN
207
Integrated Advisors Network
Texas
$2.3M -$1.02M -7,743 -31%
JPWM
208
Jamison Private Wealth Management
Georgia
$2.27M +$83.2K +631 +4%
CFA
209
Cahill Financial Advisors
Minnesota
$2.15M +$134K +1,017 +7%
PWA
210
Provenance Wealth Advisors
Florida
$2.1M – – –
SIC
211
Sterling Investment Counsel
New York
$2.1M +$299K +2,264 +17%
CPIG
212
Chicago Partners Investment Group
Illinois
$2.09M -$109K -822 -5%
ACA
213
Ackerman Capital Advisors
Texas
$2.07M -$3.03K -23 -0.1%
SFG
214
Sovereign Financial Group
Connecticut
$2.06M -$192K -1,459 -9%
SPC
215
Sigma Planning Corp
Michigan
$2.05M -$29.9K -227 -1%
SFA
216
Sequoia Financial Advisors
Ohio
$2.04M +$15.6K +118 +0.8%
PA
217
PFG Advisors
Arizona
$2.02M +$27.8K +211 +1%
PFS
218
Prospera Financial Services
Texas
$2.01M +$31.6K +239 +2%
TWC
219
TD Waterhouse Canada
Ontario, Canada
$1.94M +$120K +923 +7%
TCA
220
Transcend Capital Advisors
New Jersey
$1.87M +$96.7K +733 +5%
EWA
221
EP Wealth Advisors
California
$1.86M -$132 -1 -0%
PAS
222
Park Avenue Securities
New York
$1.86M +$497K +3,767 +37%
LAS
223
Lloyd Advisory Services
Georgia
$1.84M +$1.84M +13,947 New
GL
224
Graypoint LLC
New York
$1.79M -$6.33K -48 -0.4%
GAM
225
Gotham Asset Management
New York
$1.78M -$47K -356 -3%
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