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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$804M
2
LPL Financial
LPL Financial
California
$1.2B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$609M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$166M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$491K
2
Wells Fargo
Wells Fargo
California
$88M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$579K
4
RJA
Raymond James & Associates
Florida
$58.6M
5
CI
CX Institutional
Indiana
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.27B -$16M -180,638 -0.5%
LPL Financial
2
LPL Financial
California
$1.2B +$43.2M +486,189 +4%
Morgan Stanley
3
Morgan Stanley
New York
$804M +$72.2M +813,792 +10%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$609M +$25.9M +291,397 +4%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$166M +$23.7M +267,165 +17%
UBS Group
6
UBS Group
Switzerland
$130M -$8.67M -97,648 -6%
BTI
7
Blue Trust Inc
Georgia
$123M +$4.75M +58,279 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$118M +$1.91M +21,518 +2%
Wells Fargo
9
Wells Fargo
California
$88M -$45.8M -515,399 -34%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$82.8M +$1.09M +12,235 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$67.5M -$2.43M -27,320 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$62.2M -$1.71M -19,292 -3%
RJA
13
Raymond James & Associates
Florida
$58.6M -$24.8M -279,163 -30%
HighTower Advisors
14
HighTower Advisors
Illinois
$56.1M +$7.82M +88,065 +16%
FWI
15
Facet Wealth Inc
Maryland
$56.1M +$5.52M +62,233 +11%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$53M -$3.26M -36,766 -6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$45.1M -$1.52M -17,068 -3%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$40.8M +$1.71M +19,304 +4%
Ameriprise
19
Ameriprise
Minnesota
$39.4M -$13.7M -154,091 -26%
BlackRock
20
BlackRock
New York
$38.6M -$7.01M -79,001 -15%
Legacy Financial Group (Iowa)
21
Legacy Financial Group (Iowa)
Iowa
$37.7M -$2.2M -24,753 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$33.8M +$8.94M +100,705 +36%
WWM
23
Windsor Wealth Management
Indiana
$33.6M +$1.11M +12,494 +3%
MWP
24
Madison Wealth Partners
Wisconsin
$32.8M +$1.97M +22,151 +6%
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
$31.9M -$9.68M -109,047 -23%
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