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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
HFS
426
Heritage Financial Services
Massachusetts
$502K
GG
427
Greenwood Gearhart
Arkansas
$498K -$6.5K -47 -1%
CPW
428
Catalyst Private Wealth
California
$497K +$312K +2,254 +136%
DCM
429
DGS Capital Management
New Jersey
$494K -$27.1K -196 -5%
FDW
430
Fourth Dimension Wealth
Ohio
$493K +$7.74K +56 +1%
Pathstone Holdings
431
Pathstone Holdings
New Jersey
$493K -$71.8K -519 -12%
HF
432
HRT Financial
New York
$486K +$529K +3,829 New
Neuberger Berman Group
433
Neuberger Berman Group
New York
$486K +$316K +2,287 +149%
RFA
434
RTD Financial Advisors
Pennsylvania
$480K -$1.11K -8 -0.2%
FPGK
435
Financial Partners Group (Kansas)
Kansas
$477K +$113K +818 +28%
FCG
436
Fielder Capital Group
Tennessee
$476K
WSFS
437
Wilmington Savings Fund Society
Delaware
$475K +$22.5K +163 +5%
PP
438
Patten & Patten
Tennessee
$459K
PCIA
439
Prime Capital Investment Advisors
Kansas
$459K -$4.01K -29 -0.8%
MWM
440
Mission Wealth Management
California
$457K +$498K +3,598 New
ME
441
McIlrath & Eck
Washington
$456K +$496K +3,585 New
VFA
442
Valeo Financial Advisors
Indiana
$455K +$22.8K +165 +5%
OFS
443
OneAscent Financial Services
Alabama
$452K +$253K +1,831 +106%
LW
444
Linscomb Wealth
Texas
$448K -$101K -731 -17%
FCCM
445
First City Capital Management
Georgia
$437K +$138 +1 +0%
TPWA
446
Twin Peaks Wealth Advisors
California
$432K -$93.5K -676 -16%
DJSG
447
D.J. St. Germain
Massachusetts
$430K -$40.8K -295 -8%
BFWM
448
Bright Futures Wealth Management
New York
$430K +$138 +1 +0%
NG
449
Norden Group
Utah
$427K
UAG
450
United Advisor Group
Ohio
$425K +$125K +903 +37%

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.