IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

767 hedge funds and large institutions have $15.8B invested in iShares Core S&P US Growth ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 233 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+78
Holders Change %
+11.32%
% of All Funds
10.21%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
127
Increased
233
Reduced
226
Closed
34
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
-$35K

Top Buyers

1
BTI
Blue Trust Inc
Georgia
$269M
2
LPL Financial
LPL Financial
California
$2.13B
3
Bank of America
Bank of America
North Carolina
$5.5B
4
Fidelity International
Fidelity International
Bermuda
$28.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$121M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$877M
2
FWI
Facet Wealth Inc
Maryland
$100M
3
Corient Private Wealth
Corient Private Wealth
Florida
$21.6M
4
Two Sigma Investments
Two Sigma Investments
New York
$5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.5B +$40.1M +287,793 +0.7%
LPL Financial
2
LPL Financial
California
$2.13B +$59.3M +425,195 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.81B -$15.8M -113,372 -0.9%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$877M -$110M -787,536 -11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$283M -$17.8M -127,617 -6%
BTI
6
Blue Trust Inc
Georgia
$269M +$66.2M +474,923 +33%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$200M +$13.2M +94,755 +7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$189M +$3.2M +22,928 +2%
UBS Group
9
UBS Group
Switzerland
$180M -$1.94M -13,889 -1%
Raymond James Financial
10
Raymond James Financial
Florida
$177M +$177M +1,270,791 New
Wells Fargo
11
Wells Fargo
California
$155M +$10.2M +73,197 +7%
KIM
12
Kestra Investment Management
Texas
$122M +$4.7M +33,693 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$121M +$16.4M +117,444 +16%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$108M -$2.22M -15,956 -2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$102M -$799K -5,708 -0.8%
FWI
16
Facet Wealth Inc
Maryland
$100M -$53.3M -371,296 -35%
Ameriprise
17
Ameriprise
Minnesota
$99.3M +$4.71M +33,710 +5%
CFG
18
Citizens Financial Group
Rhode Island
$92.9M -$1.66M -11,924 -2%
BEI
19
Benjamin Edwards Inc
Missouri
$86.5M +$3.02M +21,649 +4%
HighTower Advisors
20
HighTower Advisors
Illinois
$80.9M +$2.55M +18,270 +3%
MFG
21
Merit Financial Group
Georgia
$73M +$5.5M +39,493 +8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$72.3M +$1.06M +7,611 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$65.9M +$8.04M +57,661 +14%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$65.4M -$3.32M -23,847 -5%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$59M +$13M +93,332 +28%
1
2 3 4 5