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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

429 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
7.55%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.41%
New
47
Increased
123
Reduced
157
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$498M
2
AWM
AE Wealth Management
Kansas
$44M
3
LPL Financial
LPL Financial
California
$1.12B
4
CI
CX Institutional
Indiana
$16.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$185M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.66B
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16M
3
F
F3Logic
Minnesota
$874K
4
ClearBridge Investments
ClearBridge Investments
New York
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$482M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.66B -$126M -1,384,323 -5%
LPL Financial
2
LPL Financial
California
$1.12B +$13.9M +153,439 +1%
Morgan Stanley
3
Morgan Stanley
New York
$498M +$28.6M +314,985 +6%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$482M -$17.6M -195,255 -4%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$185M +$8.59M +73,980 +5%
BL
6
Balentine LLC
Georgia
$118M -$3.37M -37,075 -3%
PPA
7
Parametric Portfolio Associates
Washington
$116M -$5.08M -55,912 -4%
UBS Group
8
UBS Group
Switzerland
$114M -$11.8M -130,254 -9%
Wells Fargo
9
Wells Fargo
California
$106M -$13.8M -152,174 -12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$104M +$2.57M +28,311 +3%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$102M +$1.71M +18,815 +2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$91.1M -$3.22M -35,508 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$79.6M -$1.16M -12,791 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$70.1M -$740K -8,152 -1%
TVAMP
15
Tennessee Valley Asset Management Partners
Tennessee
$60.7M -$4.92M -54,136 -7%
BlackRock
16
BlackRock
New York
$56.7M +$2.71M +29,895 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$55.8M +$398K +4,389 +0.7%
RJA
18
Raymond James & Associates
Florida
$53.6M +$1.29M +14,257 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$49.3M -$184K -2,025 -0.4%
AWM
20
AE Wealth Management
Kansas
$44M +$25.4M +279,408 +136%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$43.9M +$1.36M +14,963 +3%
Ameriprise
22
Ameriprise
Minnesota
$42.3M -$4.32M -47,588 -9%
HighTower Advisors
23
HighTower Advisors
Illinois
$40.6M -$7.26M -79,913 -15%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$38.4M +$542K +5,967 +1%
DA
25
Doliver Advisors
Texas
$38.1M +$2.74M +30,228 +8%
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