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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.81B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$460M
3
LPL Financial
LPL Financial
California
$928M
4
ClearBridge Investments
ClearBridge Investments
New York
$30M
5
Wells Fargo
Wells Fargo
California
$128M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$82.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$71M
3
GSWM
Golden State Wealth Management
California
$0
4
EWA
ERTS Wealth Advisors
Michigan
$10.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.81B +$160M +2,369,047 +10%
LPL Financial
2
LPL Financial
California
$928M +$32.2M +475,683 +4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$460M +$53.4M +788,904 +13%
UBS Group
4
UBS Group
Switzerland
$313M +$8.21M +121,340 +3%
Morgan Stanley
5
Morgan Stanley
New York
$182M +$3.13M +46,277 +2%
Wells Fargo
6
Wells Fargo
California
$128M +$23.9M +353,402 +23%
ECM
7
ETrade Capital Management
Virginia
$88.1M +$6M +88,649 +7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$82.5M -$75.5M -1,116,196 -48%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$71M -$71.2M -1,051,978 -50%
Ameriprise
10
Ameriprise
Minnesota
$54.7M +$557K +8,239 +1%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$49.3M +$6M +88,757 +14%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$47.3M +$8.27M +122,281 +21%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$46.7M -$350K -5,169 -0.7%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$44.1M +$14M +141,294 +46%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$42.2M +$2.36M +34,870 +6%
BlackRock
16
BlackRock
New York
$36.9M +$17.8M +262,919 +93%
HighTower Advisors
17
HighTower Advisors
Illinois
$35.6M -$233K -3,448 -0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$34.5M +$6.63M +98,008 +24%
PAG
19
Private Advisor Group
New Jersey
$33.5M -$805K -11,897 -2%
F
20
F3Logic
Minnesota
$31.9M +$2.85M +42,153 +10%
RJA
21
Raymond James & Associates
Florida
$30.1M +$12.3M +181,369 +69%
ClearBridge Investments
22
ClearBridge Investments
New York
$30M +$23.9M +349,518 +393%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$28.9M +$22.4M +330,777 +344%
Stifel Financial
24
Stifel Financial
Missouri
$27.5M +$1.42M +20,918 +5%
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
$25.8M +$2.41M +35,697 +10%
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