IUSG icon

iShares Core S&P US Growth ETF

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.83B +$302M +5,295,925 +20%
LPL Financial
2
LPL Financial
California
$787M +$3.56M +62,377 +0.5%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$350M -$30.6M -548,011 -8%
Morgan Stanley
4
Morgan Stanley
New York
$246M +$92.4M +1,617,907 +60%
UBS Group
5
UBS Group
Switzerland
$238M -$25.9M -454,301 -10%
PPA
6
Parametric Portfolio Associates
Washington
$108M +$108M +1,892,470 +41,159%
BL
7
Balentine LLC
Georgia
$108M +$108M +1,896,848 New
ECM
8
ETrade Capital Management
Virginia
$75.5M +$1.15M +20,150 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$65.8M -$3.82M -66,963 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$65.5M +$5.61M +98,285 +9%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$58.8M +$23.8M +301,701 +68%
Wells Fargo
12
Wells Fargo
California
$56M -$52M -910,697 -48%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$48.1M +$6.47M +113,321 +16%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$46.3M +$6.9M +120,891 +18%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$43.3M +$3.41M +59,647 +9%
BlackRock
16
BlackRock
New York
$37.3M +$6.16M +107,973 +20%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$37.2M +$1.6M +28,103 +5%
Ameriprise
18
Ameriprise
Minnesota
$36M -$10.3M -179,915 -22%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$31.6M +$2.46M +43,149 +8%
HighTower Advisors
20
HighTower Advisors
Illinois
$29.9M -$161K -2,815 -0.5%
F
21
F3Logic
Minnesota
$29.4M +$2.55M +44,584 +9%
RJA
22
Raymond James & Associates
Florida
$29.2M +$3.8M +66,509 +15%
PSUF
23
People's United Financial
Connecticut
$24.5M +$21.3M +373,724 +674%
TVAMP
24
Tennessee Valley Asset Management Partners
Tennessee
$22.2M +$407K +7,133 +2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$21.3M +$2.36M +41,337 +12%