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iShares Core S&P US Growth ETF

793 hedge funds and large institutions have $17.9B invested in iShares Core S&P US Growth ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 261 increasing their positions, 247 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

22% more capital invested

Capital invested by funds: $14.7B → $17.9B (+$3.19B)

12% more funds holding in top 10

Funds holding in top 10: 4955 (+6)

6% more funds holding

Funds holding: 751793 (+42)

6% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 247

0.87% more ownership

Funds ownership: 75.81%76.69% (+0.87%)

Holders
793
Holders Change
+42
Holders Change %
+5.59%
% of All Funds
10.44%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.72%
New
99
Increased
261
Reduced
247
Closed
49
Calls
$1.43M
Puts
Net Calls
+$1.43M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
DWG
251
Darden Wealth Group
Michigan
$1.68M -$13.8K -102 -0.9%
NFG
252
Nations Financial Group
Iowa
$1.67M +$71K +524 +5%
HP
253
Holistic Planning
Texas
$1.64M +$160K +1,177 +12%
FFA
254
Farther Finance Advisors
California
$1.64M -$355K -2,622 -19%
FHA
255
Flagship Harbor Advisors
Massachusetts
$1.64M +$299K +2,207 +25%
MGIA
256
Moneta Group Investment Advisors
Missouri
$1.63M +$174K +1,286 +13%
TDWM
257
Topel & Distasi Wealth Management
California
$1.6M -$1.02M -7,495 -41%
GA
258
GSG Advisors
New Jersey
$1.58M +$8.95K +66 +0.6%
BFG
259
Bleakley Financial Group
New Jersey
$1.57M -$9.08K -67 -0.6%
SHGA
260
Sand Hill Global Advisors
California
$1.57M
OC
261
Oppenheimer & Co
New York
$1.56M +$12.5K +92 +0.9%
CL
262
CIM LLC
New York
$1.56M -$18K -133 -1%
YIA
263
YHB Investment Advisors
Connecticut
$1.55M -$50.7K -374 -3%
FAT
264
First American Trust
California
$1.54M
HSWM
265
Hubbell Strickland Wealth Management
Louisiana
$1.53M -$3.52K -26 -0.3%
TC
266
Trilogy Capital
California
$1.51M
BCI
267
Brinker Capital Investments
Pennsylvania
$1.51M +$203K +1,500 +18%
KFGK
268
Keystone Financial Group (Kentucky)
Kentucky
$1.49M +$11.9K +88 +0.9%
CB
269
Commerce Bank
Missouri
$1.48M +$12.3K +91 +0.9%
MFC
270
Morris Financial Concepts
South Carolina
$1.47M +$54K +398 +4%
HWMC
271
Heritage Wealth Management (California)
California
$1.46M
RSWA
272
Robinson Smith Wealth Advisors
Maine
$1.44M
VFIC
273
Valley Forge Investment Consultants
Pennsylvania
$1.42M -$52.5K -387 -4%
AAP
274
Arax Advisory Partners
Colorado
$1.42M -$881K -6,496 -41%
PIA
275
Perennial Investment Advisors
California
$1.41M +$40.9K +302 +3%

IUSG Hedge Fund Activity: Q2 2025 in Review

793 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2025, worth a combined $17.9B — up 22% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new IUSG positions and 49 closed out — a net gain of 50 holders — while 261 added to existing stakes and 247 trimmed.

The largest buyer was Kestra Investment Management, adding an estimated $101M. The largest seller was Independence Financial Advisors, cutting an estimated $56.9M.

  • 793 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2025, up from 751 in Q1 2025.
  • Funds reported $17.9B of iShares Core S&P US Growth ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 99 funds opened new iShares Core S&P US Growth ETF positions in Q2 2025 and 49 closed out, a net change of +50 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2025 was Kestra Investment Management, an estimated $101M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2025 was Independence Financial Advisors, an estimated $56.9M sold.

Based on aggregated 13F filings for Q2 2025.