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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

456 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
7.96%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
138
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.14B
2
LPL Financial
2
LPL Financial
California
$1.28B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$138M
4
DA
4
Doliver Advisors
Texas
$71.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$220M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$13K
2
PPA
2
Parametric Portfolio Associates
Washington
$351K
3
AWM
3
AE Wealth Management
Kansas
$10.1M
4
VC
4
Veracity Capital
Georgia
$18.1M
5
FP
5
Financial Perspectives
Minnesota
$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.14B +$177M +1,752,789 +6%
LPL Financial
2
LPL Financial
California
$1.28B +$26.4M +261,824 +2%
Morgan Stanley
3
Morgan Stanley
New York
$546M -$7.21M -71,430 -1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$530M -$4.64M -46,446 -0.9%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$220M +$11.6M +88,036 +6%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$138M +$24.4M +241,696 +22%
UBS Group
7
UBS Group
Switzerland
$130M +$2.63M +26,073 +2%
Wells Fargo
8
Wells Fargo
California
$118M +$1.13M +11,165 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$112M -$3.15M -31,225 -3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$100M -$1.28M -12,714 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$84M -$4.56M -45,172 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$78.6M +$600K +5,942 +0.8%
DA
13
Doliver Advisors
Texas
$71.5M +$21.9M +185,559 +44%
BlackRock
14
BlackRock
New York
$62.7M -$425K -4,206 -0.7%
RJA
15
Raymond James & Associates
Florida
$62.5M +$2.92M +28,940 +5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$58.1M -$3.92M -38,793 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$58.1M +$3.2M +31,713 +6%
Ameriprise
18
Ameriprise
Minnesota
$48.4M +$1.39M +13,731 +3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$48.4M -$401K -3,971 -0.8%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$45.8M +$3.08M +30,487 +7%
HighTower Advisors
21
HighTower Advisors
Illinois
$44.2M -$944K -9,350 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$40.7M +$1.84M +18,254 +5%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$36.3M +$1.45M +14,325 +4%
SSB
24
Sandy Spring Bank
Maryland
$31.9M +$673K +6,665 +2%
UCFA
25
United Capital Financial Advisors
Texas
$30.6M -$975K -9,654 -3%
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