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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.02B +$299M +3,668,311 +11%
LPL Financial
2
LPL Financial
California
$1.06B +$13.9M +169,976 +1%
Morgan Stanley
3
Morgan Stanley
New York
$672M +$59.4M +728,977 +10%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$535M +$86M +1,055,371 +19%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$131M -$13.1M -161,039 -9%
UBS Group
6
UBS Group
Switzerland
$127M +$9.07M +111,208 +8%
Wells Fargo
7
Wells Fargo
California
$123M +$35.9M +440,600 +41%
BTI
8
Blue Trust Inc
Georgia
$116M +$2.03M +25,357 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$107M -$25.2M -309,686 -19%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$96.9M +$12.1M +148,088 +14%
RJA
11
Raymond James & Associates
Florida
$76.6M +$18.6M +227,636 +32%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$75M -$1.18M -14,453 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$64.2M -$1.39M -17,024 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$58.7M -$655K -8,041 -1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$51.7M -$1.82M -22,321 -3%
FWI
16
Facet Wealth Inc
Maryland
$49.5M +$49.5M +569,278 New
Ameriprise
17
Ameriprise
Minnesota
$48.6M -$17.9M -220,064 -27%
ClearBridge Investments
18
ClearBridge Investments
New York
$47.3M +$28.7M +352,085 +154%
HighTower Advisors
19
HighTower Advisors
Illinois
$44.4M +$8.64M +105,952 +24%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$42.8M -$3.84M -47,072 -8%
BlackRock
21
BlackRock
New York
$41.9M +$1.64M +20,060 +4%
TVAMP
22
Tennessee Valley Asset Management Partners
Tennessee
$38.2M +$5.02M +61,536 +15%
Legacy Financial Group (Iowa)
23
Legacy Financial Group (Iowa)
Iowa
$36.7M +$1.27M +15,579 +4%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$35.9M +$1.3M +15,915 +4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$33.5M +$32.8M +402,028 +4,528%
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