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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
MCM
326
Mitchell Capital Management
Kansas
$838K -$164K -1,188 -15%
ODIJL
327
One Day In July LLC
Vermont
$838K +$84.4K +610 +10%
Franklin Resources
328
Franklin Resources
California
$833K
TCBWMS
329
Texas Capital Bank Wealth Management Services
Texas
$827K
IC
330
Inscription Capital
Texas
$820K +$968K +7,000 New
XF
331
XML Financial
Maryland
$820K +$6.5K +47 +0.7%
SF
332
Symphony Financial
Texas
$816K -$286K -2,068 -23%
MCM
333
MAI Capital Management
Ohio
$813K -$5.39K -39 -0.6%
NW
334
NewEdge Wealth
Pennsylvania
$807K +$69.7K +504 +9%
PI
335
PFG Investments
New York
$806K -$90.4K -654 -9%
UIA
336
Ulland Investment Advisors
Minnesota
$804K -$56.7K -410 -6%
TC
337
TownSquare Capital
Utah
$802K +$14.7K +106 +2%
DSA
338
Droms Strauss Advisors
Missouri
$800K +$1.25K +9 +0.1%
TPW
339
TL Private Wealth
Texas
$796K +$1.8K +13 +0.2%
BIA
340
Biondo Investment Advisors
Pennsylvania
$793K -$61.5K -445 -7%
PJSIMP
341
P.J. Schmidt Investment Management (PJS)
Wisconsin
$762K
JWCA
342
J.W. Cole Advisors
Florida
$754K -$235K -1,699 -22%
SCA
343
St. Clair Advisors
Ohio
$753K +$161K +1,165 +24%
EAM
344
Empirical Asset Management
Massachusetts
$750K -$40.8M -294,768 -98%
OCPWS
345
One Charles Private Wealth Services
Massachusetts
$748K
CA
346
Calton & Associates
Florida
$742K +$808K +5,840 New
LIM
347
Leavell Investment Management
Alabama
$737K
VWA
348
Visionary Wealth Advisors
Illinois
$735K -$36.6K -265 -4%
Betterment LLC
349
Betterment LLC
New York
$734K +$36K +260 +5%
ACG
350
Allen Capital Group
Nebraska
$731K +$29.6K +214 +4%

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.