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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
2
Wells Fargo
California
$176M
3
RJA
3
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$669M
5
LPL Financial
5
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.41B
2
AWM
2
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.41B -$155M -1,336,211 -4%
LPL Financial
2
LPL Financial
California
$1.51B +$18.2M +157,024 +1%
Morgan Stanley
3
Morgan Stanley
New York
$669M +$32M +276,545 +5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$589M -$13M -112,620 -2%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$218M -$2.5M -18,975 -1%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$199M +$13.3M +114,934 +7%
Wells Fargo
7
Wells Fargo
California
$176M +$39.6M +342,737 +29%
UBS Group
8
UBS Group
Switzerland
$146M +$783K +6,772 +0.5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$134M +$6.36M +55,021 +5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$118M +$818K +7,075 +0.7%
RJA
11
Raymond James & Associates
Florida
$111M +$34.2M +295,851 +45%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$95.4M +$2.18M +18,811 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$93.5M -$1.5M -12,986 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$80.4M +$1.81M +15,671 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$71.8M +$7.97M +68,880 +12%
HighTower Advisors
16
HighTower Advisors
Illinois
$59.8M +$2.41M +20,845 +4%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$57.9M +$1.83M +15,840 +3%
DA
18
Doliver Advisors
Texas
$57.7M +$849K +7,328 +1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$56.5M -$2.81M -24,300 -5%
BlackRock
20
BlackRock
New York
$55.6M -$1.66M -14,336 -3%
ClearBridge Investments
21
ClearBridge Investments
New York
$54.9M +$54.7M +472,864 +20,767%
Ameriprise
22
Ameriprise
Minnesota
$52.3M +$2.82M +24,400 +6%
Charles Schwab
23
Charles Schwab
California
$50.7M -$1.49M -12,913 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$47.8M +$425K +3,671 +0.9%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$45.7M +$1.59M +13,788 +4%
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