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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$226M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$71.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$53.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$42.8M
5
Fidelity International
Fidelity International
Bermuda
$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.35B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$45.4M
3
ClearBridge Investments
ClearBridge Investments
New York
$734K
4
Jones Financial Companies
Jones Financial Companies
Missouri
$814M
5
Wells Fargo
Wells Fargo
California
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.26B +$13.4M +114,407 +0.3%
LPL Financial
2
LPL Financial
California
$1.65B -$18.6M -158,602 -1%
Morgan Stanley
3
Morgan Stanley
New York
$1.35B -$1.3B -11,053,482 -49%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$814M -$28.1M -239,346 -3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$252M +$2.5M +21,363 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$226M +$73M +622,742 +48%
BTI
7
Blue Trust Inc
Georgia
$171M +$1.33M +11,343 +0.8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$154M +$5.03M +42,921 +3%
UBS Group
9
UBS Group
Switzerland
$152M +$939K +8,010 +0.6%
SWM
10
Spire Wealth Management
Virginia
$126M -$1.9M -2,313 -1%
Wells Fargo
11
Wells Fargo
California
$117M -$27.5M -234,944 -19%
FWI
12
Facet Wealth Inc
Maryland
$114M +$6.28M +53,585 +6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$99M -$779K -6,645 -0.8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$85.5M -$411K -3,499 -0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$82.8M -$60.2K -514 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$75.2M +$789K +6,729 +1%
RJA
17
Raymond James & Associates
Florida
$73.9M -$17.4M -148,463 -19%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$72.9M +$2.88M +24,547 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$71.4M +$70.4M +600,239 +6,934%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$69.9M -$312K -2,660 -0.4%
Ameriprise
21
Ameriprise
Minnesota
$65.3M +$4.05M +34,581 +7%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$62.3M +$157K +1,340 +0.3%
Legacy Financial Group (Iowa)
23
Legacy Financial Group (Iowa)
Iowa
$53.3M +$50.1M +427,369 +1,539%
Corient Private Wealth
24
Corient Private Wealth
Florida
$52.9M +$1.75M +14,924 +3%
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
$45.4M -$43.7M -372,717 -49%
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