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iShares Core S&P US Growth ETF

751 hedge funds and large institutions have $14.7B invested in iShares Core S&P US Growth ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 253 increasing their positions, 262 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 75.02%75.81% (+0.79%)

3% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 262

3% less funds holding

Funds holding: 774751 (-23)

6% less funds holding in top 10

Funds holding in top 10: 5249 (-3)

7% less capital invested

Capital invested by funds: $15.8B → $14.7B (-$1.09B)

10% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 68

Holders
751
Holders Change
-23
Holders Change %
-2.97%
% of All Funds
10.07%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.66%
New
61
Increased
253
Reduced
262
Closed
68
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
226
Sigma Planning Corp
Michigan
$1.96M -$210K -1,521 -9%
SFG
227
Sovereign Financial Group
Connecticut
$1.94M -$3.32K -24 -0.2%
PWA
228
Provenance Wealth Advisors
Florida
$1.88M -$153K -1,110 -7%
IAN
229
Integrated Advisors Network
Texas
$1.88M -$1.44M -10,399 -41%
PFS
230
Prospera Financial Services
Texas
$1.84M -$34.2K -247 -2%
Citigroup
231
Citigroup
New York
$1.76M +$1.01M +7,291 +111%
FFA
232
Farther Finance Advisors
California
$1.73M +$458K +3,310 +32%
KWM
233
Kingsview Wealth Management
Oregon
$1.71M -$91.8K -664 -5%
TFF
234
The Family Firm
Maryland
$1.68M +$1.25K +9 +0.1%
BJL
235
Brighton Jones LLC
Washington
$1.65M +$110K +796 +7%
KA
236
Kovack Advisors
Florida
$1.6M -$35.4K -256 -2%
GAM
237
Gotham Asset Management
New York
$1.6M -$126K -909 -7%
LGWM
238
Litman Gregory Wealth Management
California
$1.57M -$117K -847 -6%
CGL
239
Clarius Group LLC
Washington
$1.56M
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$1.56M -$171K -1,236 -9%
LOIM
241
Liberty One Investment Management
Illinois
$1.55M +$133K +960 +9%
CA
242
Clearstead Advisors
Ohio
$1.55M
TPWM
243
Twelve Points Wealth Management
Massachusetts
$1.55M +$263K +1,903 +19%
TF
244
Trek Financial
Arizona
$1.54M +$539K +3,901 +47%
BCM
245
Becker Capital Management
Oregon
$1.51M -$64.6K -467 -4%
CPIG
246
Chicago Partners Investment Group
Illinois
$1.5M -$611K -4,418 -28%
ASN
247
Advisory Services Network
Georgia
$1.48M -$19.4K -140 -1%
IWB
248
Innovative Wealth Building
Maryland
$1.48M -$7.61K -55 -0.5%
WLIM
249
White Lighthouse Investment Management
Massachusetts
$1.46M -$32.8K -237 -2%
DWG
250
Darden Wealth Group
Michigan
$1.43M -$30.4K -220 -2%

IUSG Hedge Fund Activity: Q1 2025 in Review

751 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2025, worth a combined $14.7B — down 6.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IUSG and 61 opened new positions — a net loss of 7 holders — while 262 trimmed existing stakes and 253 added.

The largest buyer was Bank of America, adding an estimated $500M. The largest seller was LPL Financial, cutting an estimated $307M.

  • 751 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2025, down from 774 in Q4 2024.
  • Funds reported $14.7B of iShares Core S&P US Growth ETF stock for Q1 2025, down 6.9% quarter-over-quarter.
  • 61 funds opened new iShares Core S&P US Growth ETF positions in Q1 2025 and 68 closed out, a net change of -7 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2025 was Bank of America, an estimated $500M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2025 was LPL Financial, an estimated $307M sold.

Based on aggregated 13F filings for Q1 2025.