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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

785 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, 260 increasing their positions, 241 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+42
Holders Change %
+5.65%
% of All Funds
10.52%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
0.72%
New
99
Increased
260
Reduced
241
Closed
45
Calls
$1.43M
Puts
–
Net Calls
+$1.43M
Net Calls Change
+$1.43M

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$102M
2
LPL Financial
LPL Financial
California
+$84.9M
3
Morgan Stanley
Morgan Stanley
New York
+$69.1M
4
MFG
Merit Financial Group
Georgia
+$63M
5
Fidelity International
Fidelity International
Bermuda
+$62M

Top Sellers

1
IFA
Independence Financial Advisors
New Hampshire
-$63.1M
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$47.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$34.4M
4
CFG
Citizens Financial Group
Rhode Island
-$19.3M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
276
Chicago Partners Investment Group
Illinois
$1.37M -$384K -2,488 -22%
SF
277
Symphony Financial
Texas
$1.35M +$358K +2,476 +36%
PA
278
Parallel Advisors
California
$1.35M -$34.6K -230 -3%
CHJWM
279
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.34M -$15.1K -97 -1%
WA
280
Waverly Advisors
Alabama
$1.33M +$31.7K +211 +2%
TWA
281
Talisman Wealth Advisors
New Jersey
$1.31M +$2.56K +17 +0.2%
GIA
282
Gladstone Institutional Advisory
Florida
$1.3M +$268K +1,779 +26%
BFWA
283
Benchmark Financial Wealth Advisors
Florida
$1.28M +$1.05K +7 +0.1%
CPW
284
Catalyst Private Wealth
California
$1.27M +$684K +4,550 +116%
VHAM
285
Van Hulzen Asset Management
California
$1.27M +$14.7K +98 +1%
VCS
286
Vaughan & Co Securities
New Jersey
$1.26M -$8.12K -54 -0.6%
MP
287
Moment Partners
California
$1.25M -$2.71K -18 -0.2%
WMP
288
Wealth Management Partners
Arizona
$1.25M +$602 +4 +0%
GFWA
289
Grey Fox Wealth Advisors
Delaware
$1.22M +$86.2K +573 +8%
NW
290
NewEdge Wealth
Pennsylvania
$1.22M +$235K +1,514 +24%
FIA
291
Foundations Investment Advisors
Arizona
$1.22M +$458K +3,043 +60%
CFS
292
Coordinated Financial Services
Colorado
$1.22M -$27.8K -185 -2%
PCG
293
Prosperity Consulting Group
Maryland
$1.22M +$934K +6,210 +327%
IRC
294
Investors Research Corp
Georgia
$1.21M +$129K +856 +12%
AWM
295
Apollon Wealth Management
South Carolina
$1.21M +$782K +5,201 +184%
MMPW
296
Mitchell McLeod Pugh & Williams
Alabama
$1.2M -$16.2K -108 -1%
JFGIW
297
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.2M +$143K +950 +14%
BMCM
298
Burns Matteson Capital Management
New York
$1.18M -$12.6K -84 -1%
ZBNA
299
Zions Bancorporation, National Association
Utah
$1.17M – – –
TPWM
300
Twelve Points Wealth Management
Massachusetts
$1.17M -$658K -4,375 -36%
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