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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.17B
2
BEI
Benjamin Edwards Inc
Missouri
$79M
3
Morgan Stanley
Morgan Stanley
New York
$1.73B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$929M
5
Two Sigma Investments
Two Sigma Investments
New York
$30.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$71.8K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$26.7M
3
KAS
Kestra Advisory Services
Texas
$16.2M
4
Charles Schwab
Charles Schwab
California
$12.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.17B +$157M +1,193,127 +3%
LPL Financial
2
LPL Financial
California
$1.96B +$12.1M +91,725 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$1.73B +$36.4M +275,954 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$929M +$30.9M +235,683 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$285M +$12.9M +97,711 +5%
BTI
6
Blue Trust Inc
Georgia
$186M +$142K +1,113 +0.1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$177M +$10.1M +76,917 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$176M -$4.93M -37,379 -3%
UBS Group
9
UBS Group
Switzerland
$172M +$149K +1,133 +0.1%
FWI
10
Facet Wealth Inc
Maryland
$141M +$5.22M +39,643 +4%
Wells Fargo
11
Wells Fargo
California
$137M +$1.44M +10,910 +1%
KIM
12
Kestra Investment Management
Texas
$111M +$11.1M +84,236 +11%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$104M -$6.12M -46,430 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$99.4M +$4.11M +31,173 +4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$96.7M -$355K -2,693 -0.4%
CFG
16
Citizens Financial Group
Rhode Island
$89.5M +$4.4M +33,346 +5%
Ameriprise
17
Ameriprise
Minnesota
$89.4M +$13.7M +104,045 +18%
RJA
18
Raymond James & Associates
Florida
$79.9M -$2.49M -18,854 -3%
BEI
19
Benjamin Edwards Inc
Missouri
$79M +$78.2M +593,144 +10,091%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$78.3M -$11.8M -89,221 -13%
HighTower Advisors
21
HighTower Advisors
Illinois
$74.1M -$177K -1,339 -0.2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$73.3M -$1.63M -12,369 -2%
Corient Private Wealth
23
Corient Private Wealth
Florida
$71.2M +$7.54M +57,151 +12%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$67.5M -$1.76M -13,355 -3%
Legacy Financial Group (Iowa)
25
Legacy Financial Group (Iowa)
Iowa
$65M +$101K +768 +0.2%
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