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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

251 hedge funds and large institutions have $3.52B invested in iShares Core S&P US Growth ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+34
Holders Change %
+15.67%
% of All Funds
5.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
69
Increased
89
Reduced
52
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.06B
2
ClearBridge Investments
ClearBridge Investments
New York
$81.1M
3
Wells Fargo
Wells Fargo
California
$110M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$80.4M
5
Morgan Stanley
Morgan Stanley
New York
$122M

Top Sellers

1
AC
Alleghany Corporation
New York
$0
2
CWM
Cornerstone Wealth Management
Missouri
$0
3
AG
Advisor Group
Arizona
$11.3M
4
Jane Street
Jane Street
New York
$0
5
PAG
Private Advisor Group
New Jersey
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.06B +$170M +3,224,238 +19%
LPL Financial
2
LPL Financial
California
$624M +$35.4M +672,128 +6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$349M -$8.5M -163,006 -2%
UBS Group
4
UBS Group
Switzerland
$224M +$9.97M +189,145 +5%
Morgan Stanley
5
Morgan Stanley
New York
$122M +$39.1M +742,592 +47%
Wells Fargo
6
Wells Fargo
California
$110M +$48.7M +923,911 +80%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$103M +$2.96M +56,210 +3%
ClearBridge Investments
8
ClearBridge Investments
New York
$81.1M +$80.6M +1,529,833 +18,291%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$80.4M +$39.8M +755,328 +98%
RJA
10
Raymond James & Associates
Florida
$41.7M +$30.8M +583,775 +282%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$37.6M -$88.7K -1,684 -0.2%
Ameriprise
12
Ameriprise
Minnesota
$37.2M +$10.7M +203,941 +40%
PAG
13
Private Advisor Group
New Jersey
$28.4M -$13.9M -264,488 -33%
ECM
14
ETrade Capital Management
Virginia
$28.1M +$12.1M +230,402 +76%
HighTower Advisors
15
HighTower Advisors
Illinois
$26.1M -$7.94M -150,611 -23%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$24.5M +$3.51M +66,523 +17%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$23.2M +$2.62M +49,627 +13%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$23M +$14.3M +270,475 +163%
F
19
F3Logic
Minnesota
$20.1M +$18.9M +358,424 +1,506%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$19.5M +$2.35M +44,657 +14%
WHG
21
Westwood Holdings Group
Texas
$16.8M +$2.6M +49,376 +18%
William Blair & Company
22
William Blair & Company
Illinois
$15.8M +$11M +149,511 +232%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$3.4M +64,503 +28%
TVAMP
24
Tennessee Valley Asset Management Partners
Tennessee
$12.7M +$12.7M +241,605 New
AAMA
25
Advanced Asset Management Advisors
Ohio
$12.6M – – –
1
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