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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

198 hedge funds and large institutions have $2.31B invested in iShares Core S&P US Growth ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
28
Increased
86
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$663M
2
LPL Financial
LPL Financial
California
$537M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$94.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.4M
5
Jane Street
Jane Street
New York
$6.88M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$210K
2
Wells Fargo
Wells Fargo
California
$59.7M
3
TSS
Two Sigma Securities
New York
$0
4
RJA
Raymond James & Associates
Florida
$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$663M +$111M +2,033,237 +20%
LPL Financial
2
LPL Financial
California
$537M +$40M +731,991 +8%
UBS Group
3
UBS Group
Switzerland
$202M +$1.45M +26,636 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$100M +$3.88M +71,029 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$94.6M +$14.6M +268,074 +18%
AC
6
Alleghany Corporation
New York
$82.6M +$2.84M +52,000 +4%
Wells Fargo
7
Wells Fargo
California
$59.7M -$27.9M -511,446 -32%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$40.2M -$1.24M -22,639 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$37.4M +$11.5M +210,704 +45%
HighTower Advisors
10
HighTower Advisors
Illinois
$33.3M +$1.88M +34,458 +6%
Ameriprise
11
Ameriprise
Minnesota
$31.5M +$4.13M +75,621 +15%
WHG
12
Westwood Holdings Group
Texas
$25.2M -$508K -9,304 -2%
PAG
13
Private Advisor Group
New Jersey
$21.4M +$2.32M +42,488 +12%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$16.1M +$2.07M +37,937 +15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$16M +$3.62M +66,284 +29%
GAG
16
GM Advisory Group
New York
$15.6M -$194K -3,556 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$15.3M +$692K +12,662 +5%
AG
18
Advisor Group
Arizona
$13.2M -$2.69M -49,252 -17%
AAMA
19
Advanced Asset Management Advisors
Ohio
$13.1M – – –
RJA
20
Raymond James & Associates
Florida
$12.5M -$8.25M -151,056 -40%
CFSG
21
Community Financial Services Group
Vermont
$11.6M +$1.69K +31 +0%
MWM
22
Mascoma Wealth Management
New Hampshire
$11.4M +$2.1M +38,377 +23%
TF
23
TIAA FSB
Florida
$11M +$2.71M +49,590 +33%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$9.93M +$131K +2,403 +1%
SSB
25
Sandy Spring Bank
Maryland
$9.47M +$3.68M +67,308 +63%
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