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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.9%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$949M
2
Fidelity International
2
Fidelity International
Bermuda
$60.8M
3
Bank of America
3
Bank of America
North Carolina
$3.64B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$692M
5
FWI
5
Facet Wealth Inc
Maryland
$77.3M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$169M
2
Amundi
2
Amundi
France
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$14.8M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.64B +$43.2M +442,258 +1%
LPL Financial
2
LPL Financial
California
$1.32B -$3.35M -34,303 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$949M +$64.8M +663,545 +7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$692M +$22M +225,077 +3%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$169M -$13.5M -138,733 -7%
UBS Group
6
UBS Group
Switzerland
$145M +$2.04M +20,865 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$135M +$5.22M +53,504 +4%
BTI
8
Blue Trust Inc
Georgia
$132M -$1.31M -14,737 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$124M +$1.85M +18,975 +2%
Wells Fargo
10
Wells Fargo
California
$96.1M -$701K -7,179 -0.7%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$87.8M -$3.25M -33,279 -4%
FWI
12
Facet Wealth Inc
Maryland
$77.3M +$14.9M +150,555 +24%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$73.5M -$758K -7,766 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$66M -$2.46M -25,215 -4%
HighTower Advisors
15
HighTower Advisors
Illinois
$65.7M +$4M +40,976 +6%
RJA
16
Raymond James & Associates
Florida
$62.7M -$1.75M -17,950 -3%
Fidelity International
17
Fidelity International
Bermuda
$60.8M +$45.2M +463,310 +290%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$57.6M -$746K -7,643 -1%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$54.7M +$9.79M +100,309 +22%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$50.4M +$811K +8,306 +2%
Legacy Financial Group (Iowa)
21
Legacy Financial Group (Iowa)
Iowa
$47.1M +$5.64M +57,792 +14%
BlackRock
22
BlackRock
New York
$43.1M +$667K +6,834 +2%
Ameriprise
23
Ameriprise
Minnesota
$41.6M -$1.8M -18,401 -4%
WWM
24
Windsor Wealth Management
Indiana
$39M +$2.17M +22,239 +6%
Osaic Holdings
25
Osaic Holdings
Arizona
$38.7M +$1.51M +15,469 +4%
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