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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
CFO
401
Collective Family Office
Pennsylvania
$692K +$66.2K +488 +12%
SFMG
402
Sage Financial Management Group
Virginia
$690K -$64.7K -477 -9%
PPG
403
Peak Planning Group
Colorado
$687K -$40.7K -300 -6%
LRIA
404
Leonard Rickey Investment Advisors
Washington
$684K -$18.6K -137 -3%
MPW
405
Melone Private Wealth
Michigan
$680K
NRI
406
NFP Retirement Inc
California
$678K
OP
407
ORG Partners
Indiana
$672K -$14.8K -109 -2%
RIA
408
RPG Investment Advisory
California
$672K -$558K -4,118 -48%
Empower Advisory Group
409
Empower Advisory Group
Colorado
$669K -$7.73K -57 -1%
SCM
410
SOL Capital Management
Maryland
$660K -$81.3K -600 -12%
SWA
411
Stratos Wealth Advisors
Ohio
$660K +$5.56K +41 +0.9%
Allspring Global Investments
412
Allspring Global Investments
North Carolina
$660K -$3.03M -22,374 -83%
WFAG
413
Worth Financial Advisory Group
North Carolina
$656K
WCG
414
Weaver Consulting Group
California
$656K
GWCM
415
Godshalk Welsh Capital Management
Pennsylvania
$649K -$40.7K -300 -7%
FDW
416
Fourth Dimension Wealth
Ohio
$647K +$57.7K +426 +11%
BWM
417
Boyd Wealth Management
California
$647K +$149K +1,101 +34%
AAS
418
Ameritas Advisory Services
Nebraska
$646K -$1.47M -10,840 -72%
AAS
419
Annex Advisory Services
Wisconsin
$643K
MAM
420
Madison Asset Management
Wisconsin
$638K -$56K -413 -9%
GL
421
Graypoint LLC
New York
$636K +$136 +1 +0%
OWP
422
ORG Wealth Partners
Texas
$632K -$678 -5 -0.1%
CWM
423
Calamos Wealth Management
Illinois
$627K
TW
424
TritonPoint Wealth
Maryland
$627K -$27.1K -200 -5%
LW
425
Libra Wealth
California
$622K +$560K +4,133 New

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.