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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.06B
2
LPL Financial
2
LPL Financial
California
$1.31B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$688M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$51.4M
5
AWM
5
AE Wealth Management
Kansas
$25.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.39B
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.44M
4
UBS Group
4
UBS Group
Switzerland
$128M
5
FAIM
5
Financial Advocates Investment Management
Washington
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.39B -$144M -1,514,117 -4%
LPL Financial
2
LPL Financial
California
$1.31B +$34.6M +364,461 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.06B +$135M +1,419,441 +15%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$688M +$16.6M +174,887 +2%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$169M +$4.17M +43,958 +3%
BTI
6
Blue Trust Inc
Georgia
$143M -$2.25M -22,999 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$130M -$1.46M -15,366 -1%
UBS Group
8
UBS Group
Switzerland
$128M -$12.4M -131,185 -9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$125M +$4.92M +51,878 +4%
Wells Fargo
10
Wells Fargo
California
$96.3M +$2.97M +31,267 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$83.6M -$1.64M -17,249 -2%
FWI
12
Facet Wealth Inc
Maryland
$76.5M +$4.29M +46,451 +6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$69.8M -$1.52M -16,063 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$66.3M +$2.2M +23,231 +3%
RJA
15
Raymond James & Associates
Florida
$60.8M -$74K -780 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$58.4M -$5.47M -57,667 -9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$57.8M +$1.94M +20,462 +3%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$54M +$890K +9,385 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$51.4M +$13.8M +145,341 +37%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$48.5M -$380K -4,004 -0.8%
Ameriprise
21
Ameriprise
Minnesota
$47.6M +$7.39M +77,993 +18%
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
$46M +$265K +2,799 +0.6%
WWM
23
Windsor Wealth Management
Indiana
$38.5M +$622K +6,563 +2%
BlackRock
24
BlackRock
New York
$37.5M -$4.39M -46,253 -10%
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
$35.8M +$264K +2,780 +0.7%
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