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Fund Update: Modera Wealth Management, LLC added 143,536 shares of $IUSG to their portfolio

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Modera Wealth Management, LLC has added 143,536 shares of $IUSG to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IUSG.

$IUSG Hedge Fund Activity

We have seen 320 institutional investors add shares of $IUSG stock to their portfolio, and 329 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • BANK OF AMERICA CORP /DE/ added 3,617,177 shares (+9.2%) to their portfolio in Q1 2025, for an estimated $459,670,853
  • LPL FINANCIAL LLC removed 2,222,950 shares (-14.5%) from their portfolio in Q1 2025, for an estimated $282,492,486
  • MORGAN STANLEY added 569,601 shares (+4.4%) to their portfolio in Q1 2025, for an estimated $72,384,895
  • JONES FINANCIAL COMPANIES LLLP removed 491,849 shares (-7.8%) from their portfolio in Q1 2025, for an estimated $62,504,170
  • MERIT FINANCIAL GROUP, LLC added 418,656 shares (+37.3%) to their portfolio in Q2 2025, for an estimated $62,965,862
  • AMERIPRISE FINANCIAL INC removed 275,260 shares (-38.7%) from their portfolio in Q1 2025, for an estimated $34,980,040
  • NATIXIS ADVISORS, LLC added 259,610 shares (+61.3%) to their portfolio in Q1 2025, for an estimated $32,991,238

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $IUSG ticker page for more data.

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