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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
PWM
376
PMG Wealth Management
Illinois
$638K
SCM
377
SOL Capital Management
Maryland
$633K +$38K +275 +6%
FAM
378
Forte Asset Management
New York
$629K
WFAG
379
Wescott Financial Advisory Group
Pennsylvania
$622K +$968 +7 +0.1%
MFA
380
Millington Financial Advisors
Illinois
$621K -$1.94K -14 -0.3%
PPG
381
Peak Planning Group
Colorado
$619K -$79K -571 -10%
CWC
382
Carolinas Wealth Consulting
North Carolina
$616K -$94.2K -681 -12%
WT
383
Whittier Trust
California
$610K
LFA
384
Legacy Financial Advisors
Kentucky
$610K
MA
385
Mutual Advisors
Nebraska
$608K +$652K +4,712 New
KWA
386
Kingswood Wealth Advisors
California
$605K -$53.4K -386 -8%
PWM
387
Parkworth Wealth Management
California
$603K +$830 +6 +0.1%
AWM
388
Avior Wealth Management
Nebraska
$601K +$26.7K +193 +4%
SCM
389
Sterling Capital Management
North Carolina
$595K -$6.36K -46 -1%
BFA
390
Beaumont Financial Advisors
Massachusetts
$595K
OWA
391
Octavia Wealth Advisors
Ohio
$595K +$415 +3 +0.1%
BSI
392
Bennett Selby Investments
Maine
$594K -$44.3K -320 -6%
Allianz Asset Management
393
Allianz Asset Management
Germany
$592K -$10M -72,390 -94%
MAM
394
Madison Asset Management
Wisconsin
$592K +$289K +2,090 +81%
SCM
395
Seascape Capital Management
New Hampshire
$590K +$82.7K +598 +15%
GWCM
396
Godshalk Welsh Capital Management
Pennsylvania
$586K
OP
397
ORG Partners
Indiana
$585K +$11.8K +85 +2%
LRIA
398
Leonard Rickey Investment Advisors
Washington
$585K -$42.9K -310 -6%
MPW
399
Melone Private Wealth
Michigan
$578K -$10.9K -79 -2%
PCH
400
PGIM Custom Harvest
New Jersey
$575K -$56K -405 -8%

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.