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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$222M
3
Bank of America
3
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$45.4M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
AWM
3
AE Wealth Management
Kansas
$16.1M
4
AAMA
4
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.77B +$51.7M +496,736 +1%
Morgan Stanley
2
Morgan Stanley
New York
$2.35B +$1.19B +11,434,197 +103%
LPL Financial
3
LPL Financial
California
$1.48B +$39.3M +377,543 +3%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$748M -$7.95M -76,378 -1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$222M +$190M +1,825,072 +601%
BTI
6
Blue Trust Inc
Georgia
$138M -$1.58M -16,620 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$136M -$6.43M -61,807 -5%
UBS Group
8
UBS Group
Switzerland
$134M -$6.43M -61,815 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$133M -$4.98M -47,863 -4%
Wells Fargo
10
Wells Fargo
California
$128M +$22.4M +215,364 +21%
FWI
11
Facet Wealth Inc
Maryland
$102M +$9.81M +88,634 +11%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$88.7M -$3.16M -30,318 -3%
RJA
13
Raymond James & Associates
Florida
$81.1M +$14.4M +137,861 +22%
TVAMP
14
Tennessee Valley Asset Management Partners
Tennessee
$79.1M +$39.8M +382,477 +101%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$76.2M -$487K -4,678 -0.6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$73.6M +$796K +7,644 +1%
HighTower Advisors
17
HighTower Advisors
Illinois
$66M +$1.98M +19,001 +3%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$62.3M +$3.1M +29,805 +5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$62.2M -$1.28M -12,299 -2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$55.2M +$1.92M +18,468 +4%
Ameriprise
21
Ameriprise
Minnesota
$54.7M +$2.1M +20,137 +4%
Corient Private Wealth
22
Corient Private Wealth
Florida
$45.4M +$44.4M +426,139 +4,090%
BlackRock
23
BlackRock
New York
$43.1M +$2.01M +19,335 +5%
AF
24
Allworth Financial
California
$40.8M +$3.01M +28,953 +8%
MWP
25
Madison Wealth Partners
Wisconsin
$35.5M +$1.4M +13,407 +4%
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