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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
SC
401
Sapient Capital
Indiana
$574K +$15.2K +110 +2%
NRI
402
NFP Retirement Inc
California
$573K -$5.67K -41 -0.9%
Empower Advisory Group
403
Empower Advisory Group
Colorado
$572K +$19.1K +138 +3%
HFA
404
High Falls Advisors
New York
$567K
MF
405
Meridian Financial
Massachusetts
$565K +$107K +777 +21%
TW
406
TritonPoint Wealth
Maryland
$555K
WFAG
407
Worth Financial Advisory Group
North Carolina
$555K
WCG
408
Weaver Consulting Group
California
$554K
SWA
409
Stratos Wealth Advisors
Ohio
$552K +$138 +1 +0%
GWM
410
GDS Wealth Management
Texas
$552K -$127K -921 -17%
OWP
411
ORG Wealth Partners
Texas
$544K -$28.2K -204 -5%
AAS
412
Annex Advisory Services
Wisconsin
$543K -$65.7K -475 -10%
ISFAN
413
Investor's Fiduciary Advisor Network
Washington
$542K -$35.5K -257 -6%
GL
414
Graypoint LLC
New York
$537K -$553 -4 -0.1%
FFP
415
FourThought Financial Partners
Florida
$536K -$4.42K -32 -0.8%
CWM
416
Calamos Wealth Management
Illinois
$530K
AIM
417
Anchor Investment Management
South Carolina
$525K
CFO
418
Collective Family Office
Pennsylvania
$522K -$123K -893 -18%
TBWA
419
Three Bridge Wealth Advisors
California
$519K +$138 +1 +0%
SIM
420
Synergy Investment Management
Florida
$517K -$367K -2,653 -39%
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$515K +$10.2K +74 +2%
MWA
422
Meridian Wealth Advisors
Texas
$508K -$3.46K -25 -0.6%
RIS
423
Retirement Income Solutions
Michigan
$508K -$1.94K -14 -0.3%
AG
424
AlTi Global
New York
$505K
AA
425
Ancora Advisors
Ohio
$503K -$74.1K -536 -12%

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.