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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

419 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 130 increasing their positions, 124 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+57
Holders Change %
+15.75%
% of All Funds
7.43%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.43%
New
77
Increased
130
Reduced
124
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$28K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$458M
2
Bank of America
Bank of America
North Carolina
$2.72B
3
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$64.1M
4
Wells Fargo
Wells Fargo
California
$117M
5
ClearBridge Investments
ClearBridge Investments
New York
$18M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$123M
2
LPL Financial
LPL Financial
California
$1.08B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$492M
4
F
F3Logic
Minnesota
$21.3M
5
TPWA
TRUE Private Wealth Advisors
Oregon
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.72B +$109M +1,226,870 +4%
LPL Financial
2
LPL Financial
California
$1.08B -$46.3M -522,388 -4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$492M -$32.7M -368,786 -6%
Morgan Stanley
4
Morgan Stanley
New York
$458M +$116M +1,308,779 +34%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$173M +$13.3M +116,507 +8%
UBS Group
6
UBS Group
Switzerland
$123M -$172M -1,935,417 -58%
BL
7
Balentine LLC
Georgia
$118M -$1.05M -11,882 -0.9%
PPA
8
Parametric Portfolio Associates
Washington
$118M -$1.03M -11,563 -0.9%
Wells Fargo
9
Wells Fargo
California
$117M +$28.2M +317,526 +32%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$99M +$9.27M +104,564 +10%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$97.8M +$2.45M +27,583 +3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$92.2M -$2.18M -24,575 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$78.9M -$1.48M -16,735 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$69.2M +$644K +7,256 +0.9%
TVAMP
15
Tennessee Valley Asset Management Partners
Tennessee
$64.1M +$33.9M +381,729 +112%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$54.1M +$4.51M +50,814 +9%
BlackRock
17
BlackRock
New York
$52.8M +$1.72M +19,405 +3%
RJA
18
Raymond James & Associates
Florida
$51M +$9.88M +111,429 +24%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$48.4M +$1.52M +17,170 +3%
HighTower Advisors
20
HighTower Advisors
Illinois
$46.7M -$1.59M -17,899 -3%
Ameriprise
21
Ameriprise
Minnesota
$45.5M +$6.93M +78,111 +18%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$45.4M -$5.35M -60,339 -11%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$41.5M +$1.42M +15,963 +4%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$37M +$37M +416,835 New
DA
25
Doliver Advisors
Texas
$34.6M +$14.4M +162,061 +71%
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