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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
OFO
251
OneAscent Family Office
Alabama
$1.41M +$1.52M +11,014 New
Tudor Investment Corp
252
Tudor Investment Corp
Connecticut
$1.39M +$1.51M +10,953 New
YIA
253
YHB Investment Advisors
Connecticut
$1.36M +$16.6K +120 +1%
NFG
254
Nations Financial Group
Iowa
$1.34M +$76.7K +555 +6%
CL
255
CIM LLC
New York
$1.34M -$59.6K -431 -4%
BFG
256
Bleakley Financial Group
New Jersey
$1.33M +$9.4K +68 +0.7%
GA
257
GSG Advisors
New Jersey
$1.32M +$75.9K +549 +6%
SHGA
258
Sand Hill Global Advisors
California
$1.32M
OC
259
Oppenheimer & Co
New York
$1.31M -$50.1K -362 -3%
FAT
260
First American Trust
California
$1.3M +$1.41M +10,220 New
PPW
261
Presilium Private Wealth
Pennsylvania
$1.29M -$1.66K -12 -0.1%
HSWM
262
Hubbell Strickland Wealth Management
Louisiana
$1.29M +$3.73K +27 +0.3%
TC
263
Trilogy Capital
California
$1.28M -$115K -835 -8%
VFIC
264
Valley Forge Investment Consultants
Pennsylvania
$1.25M -$52.5K -380 -4%
KFGK
265
Keystone Financial Group (Kentucky)
Kentucky
$1.25M -$16.5K -119 -1%
CB
266
Commerce Bank
Missouri
$1.24M +$18.4K +133 +1%
HWMC
267
Heritage Wealth Management (California)
California
$1.24M
HP
268
Holistic Planning
Texas
$1.23M -$11.5K -83 -0.8%
ASBI
269
American State Bank (Iowa)
Iowa
$1.22M
GWM
270
Geneos Wealth Management
Colorado
$1.22M +$771K +5,573 +140%
SPIA
271
Steward Partners Investment Advisory
New York
$1.21M +$44.3K +320 +3%
MGIA
272
Moneta Group Investment Advisors
Missouri
$1.21M +$58.5K +423 +5%
RSWA
273
Robinson Smith Wealth Advisors
Maine
$1.21M
TH
274
TCTC Holdings
Texas
$1.21M -$212K -1,535 -14%
MFC
275
Morris Financial Concepts
South Carolina
$1.19M +$278K +2,009 +27%

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.