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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

104 hedge funds and large institutions have $356M invested in iShares Core S&P US Growth ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
32
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$68.4M
2
SPC
2
Sigma Planning Corp
Michigan
$8.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.1M
4
Bank of America
4
Bank of America
North Carolina
$39.6M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.46M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$219K
3
HI
3
Horizon Investments
North Carolina
$0
4
GF
4
Gerstein Fisher
New York
$2.43M
5
Ameriprise
5
Ameriprise
Minnesota
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$68.4M +$18.8M +441,247 +38%
Bank of America
2
Bank of America
North Carolina
$39.6M +$3.6M +84,496 +10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$34.5M -$909K -21,504 -3%
Morgan Stanley
4
Morgan Stanley
New York
$32.1M +$5.23M +122,812 +19%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$19.7M -$498K -11,700 -2%
PAG
6
Private Advisor Group
New Jersey
$15.4M +$621K +14,669 +4%
LPL Financial
7
LPL Financial
California
$14.9M +$921K +21,782 +7%
AG
8
Advisor Group
Arizona
$9.85M +$939K +22,068 +11%
UBS Group
9
UBS Group
Switzerland
$9.48M +$439K +10,313 +5%
SPC
10
Sigma Planning Corp
Michigan
$8.28M +$6.73M +158,076 +433%
CFSG
11
Community Financial Services Group
Vermont
$8.2M -$83K -1,950 -1%
HCM
12
Hollencrest Capital Management
California
$8M -$138K -3,254 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.01M +$205K +4,812 +4%
Ameriprise
14
Ameriprise
Minnesota
$4.76M -$1.3M -30,672 -22%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$4.25M +$142K +3,347 +3%
TPWA
16
TRUE Private Wealth Advisors
Oregon
$4.16M +$479K +11,485 +13%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4.13M -$460K -10,801 -10%
Stifel Financial
18
Stifel Financial
Missouri
$3.67M -$868K -20,404 -19%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$3.48M -$425K -9,997 -11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.12M +$131K +3,077 +4%
PAMG
21
Patton Albertson Miller Group
Tennessee
$2.94M +$764K +17,957 +35%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$2.65M +$471K +11,071 +22%
TCT
23
TIAA CREF Trust
Missouri
$2.61M -$17.4K -410 -0.7%
US Bancorp
24
US Bancorp
Minnesota
$2.5M +$168K +3,947 +7%
SG Americas Securities
25
SG Americas Securities
New York
$2.46M +$2.46M +57,832 New
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