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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

66 hedge funds and large institutions have $192M invested in iShares Core S&P US Growth ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
25
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$11.5M
2
Wells Fargo
2
Wells Fargo
California
$14.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.31M
4
MAA
4
Managed Account Advisors
New Jersey
$4.43M
5
DS
5
DRW Securities
Illinois
$1.93M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$0
2
CS
2
Credit Suisse
Switzerland
$661K
3
FIG
3
FundX Investment Group
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$37.6M
5
TH
5
Timber Hill
Connecticut
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.6M -$635K -18,092 -2%
HCM
2
Hollencrest Capital Management
California
$18M +$18M +510,688 New
Bank of America
3
Bank of America
North Carolina
$16.4M -$167K -4,732 -1%
Wells Fargo
4
Wells Fargo
California
$14.4M +$7.1M +201,150 +98%
ClearBridge Investments
5
ClearBridge Investments
New York
$11.5M +$11.2M +318,704 +4,485%
Morgan Stanley
6
Morgan Stanley
New York
$11.1M +$171K +4,848 +2%
CA
7
Cetera Advisors
Colorado
$8.43M +$164K +4,634 +2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$7.09M -$7.06K -200 -0.1%
LPL Financial
9
LPL Financial
California
$6.2M +$590K +16,732 +11%
AIG
10
American International Group
New York
$6.04M -$144K -4,078 -2%
CFSG
11
Community Financial Services Group
Vermont
$5.77M -$1.77K -50 -0%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$5.31M +$5.31M +150,580 New
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$4.61M +$67.7K +1,918 +1%
MAA
14
Managed Account Advisors
New Jersey
$4.43M +$4M +113,474 +953%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$2.72M +$319K +9,048 +13%
SB
16
Suntrust Banks
Georgia
$2.4M – – –
Jones Financial Companies
17
Jones Financial Companies
Missouri
$2.24M +$51.9K +1,470 +2%
DS
18
DRW Securities
Illinois
$1.93M +$1.93M +54,606 New
GF
19
Gerstein Fisher
New York
$1.86M +$932K +26,422 +101%
Truist Financial
20
Truist Financial
North Carolina
$1.76M +$269K +7,638 +18%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.49M +$29.5K +836 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.48M +$339K +9,612 +30%
US Bancorp
23
US Bancorp
Minnesota
$1.44M +$135K +3,836 +10%
Goldman Sachs
24
Goldman Sachs
New York
$1.43M -$120K -3,390 -8%
RJA
25
Raymond James & Associates
Florida
$1.14M -$9.39K -266 -0.8%
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