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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
MFA
376
Millington Financial Advisors
Illinois
$775K +$949 +7 +0.1%
MWM
377
Meridian Wealth Management
Kentucky
$774K +$13K +96 +2%
SWM
378
SeaCrest Wealth Management
New York
$774K +$5.29K +39 +0.8%
HPM
379
Hoxton Planning & Management
West Virginia
$771K -$3.39K -25 -0.5%
RIS
380
Richmond Investment Services
Wisconsin
$767K +$692K +5,102 New
GS
381
GWN Securities
Florida
$759K -$56.4K -416 -8%
SCA
382
Snowden Capital Advisors
New York
$757K -$91.9K -678 -12%
GWM
383
Geneos Wealth Management
Colorado
$756K -$615K -4,537 -47%
FAM
384
Forte Asset Management
New York
$744K
Financial Engines Advisors
385
Financial Engines Advisors
California
$741K +$369K +2,720 +123%
W
386
Wealthquest
Ohio
$739K -$64.4K -475 -9%
ORI
387
Oak Ridge Investments
Illinois
$729K -$264K -1,946 -29%
GWM
388
GDS Wealth Management
Texas
$725K +$65.2K +481 +11%
WT
389
Whittier Trust
California
$722K
LFA
390
Legacy Financial Advisors
Kentucky
$720K -$1.76K -13 -0.3%
PWM
391
Parkworth Wealth Management
California
$714K +$949 +7 +0.1%
HFA
392
High Falls Advisors
New York
$713K +$38.1K +281 +6%
KFS
393
Kaizen Financial Strategies
California
$712K -$60.7K -448 -9%
OFO
394
OneAscent Family Office
Alabama
$708K -$855K -6,307 -57%
BSI
395
Bennett Selby Investments
Maine
$704K
KWA
396
Kingswood Wealth Advisors
California
$700K -$13.6K -100 -2%
SCM
397
Sterling Capital Management
North Carolina
$697K -$6.91K -51 -1%
AWM
398
Avior Wealth Management
Nebraska
$695K -$14.9K -110 -2%
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$693K +$11.3K +83 +2%
OWA
400
Octavia Wealth Advisors
Ohio
$692K -$10.4K -77 -2%

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.