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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

678 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+40
Holders Change %
+6.27%
% of All Funds
9.86%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
88
Increased
226
Reduced
203
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.85B
2
Morgan Stanley
Morgan Stanley
New York
$1.64B
3
LPL Financial
LPL Financial
California
$1.88B
4
CFG
Citizens Financial Group
Rhode Island
$82.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$53.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
2
CP
Coho Partners
Pennsylvania
$1.84M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$873M
4
HighTower Advisors
HighTower Advisors
Illinois
$71.8M
5
BlackRock
BlackRock
New York
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.85B +$213M +1,672,401 +5%
LPL Financial
2
LPL Financial
California
$1.88B +$91.8M +720,444 +5%
Morgan Stanley
3
Morgan Stanley
New York
$1.64B +$171M +1,338,880 +12%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$873M -$12.3M -96,338 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$263M +$17M +133,723 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$175M +$6.94M +54,475 +4%
BTI
7
Blue Trust Inc
Georgia
$171M -$648K -5,529 -0.4%
UBS Group
8
UBS Group
Switzerland
$166M +$1.03M +8,044 +0.6%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$161M -$113M -887,526 -41%
Wells Fargo
10
Wells Fargo
California
$131M +$3.85M +30,177 +3%
FWI
11
Facet Wealth Inc
Maryland
$126M +$7.19M +58,465 +6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$107M -$1.1M -8,628 -1%
KIM
13
Kestra Investment Management
Texas
$96.5M +$96.5M +756,759 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$94.9M +$1M +7,778 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$92.1M +$2.04M +15,979 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$87M +$7.73M +60,602 +10%
CFG
17
Citizens Financial Group
Rhode Island
$82.2M +$81.9M +642,628 +25,330%
RJA
18
Raymond James & Associates
Florida
$79.6M -$769K -6,030 -1%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$73.9M -$2.09M -16,433 -3%
Ameriprise
20
Ameriprise
Minnesota
$73.2M +$2.08M +16,276 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$72.4M -$5.23M -41,010 -7%
HighTower Advisors
22
HighTower Advisors
Illinois
$71.8M -$9.94M -77,994 -12%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$66.9M -$866K -6,795 -1%
Corient Private Wealth
24
Corient Private Wealth
Florida
$63.4M +$4.13M +31,415 +7%
Legacy Financial Group (Iowa)
25
Legacy Financial Group (Iowa)
Iowa
$62.7M +$4.73M +37,090 +8%
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