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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
PWM
426
PMG Wealth Management
Illinois
$619K -$123K -908 -18%
TBWA
427
Three Bridge Wealth Advisors
California
$615K +$271 +2 +0%
MWA
428
Meridian Wealth Advisors
Texas
$602K
RIS
429
Retirement Income Solutions
Michigan
$602K
FT
430
Fiduciary Trust
Massachusetts
$601K +$541K +3,994 New
GG
431
Greenwood Gearhart
Arkansas
$598K +$7.73K +57 +1%
FFP
432
FourThought Financial Partners
Florida
$598K -$32.9K -243 -6%
AG
433
AlTi Global
New York
$597K
AA
434
Ancora Advisors
Ohio
$595K
HFS
435
Heritage Financial Services
Massachusetts
$595K
Pathstone Holdings
436
Pathstone Holdings
New Jersey
$584K +$813 +6 +0.2%
SG
437
StoneX Group
New York
$577K +$113K +831 +28%
Neuberger Berman Group
438
Neuberger Berman Group
New York
$575K
EWA
439
Exencial Wealth Advisors
Oklahoma
$574K +$138K +1,015 +36%
PCH
440
PGIM Custom Harvest
New Jersey
$571K -$98.8K -729 -16%
FPGK
441
Financial Partners Group (Kansas)
Kansas
$566K +$1.49K +11 +0.3%
ACM
442
Advisors Capital Management
New Jersey
$565K +$67.9K +501 +15%
FCG
443
Fielder Capital Group
Tennessee
$563K
HFA
444
Hershey Financial Advisers
Pennsylvania
$561K +$506K +3,731 New
TPWA
445
Twin Peaks Wealth Advisors
California
$558K +$9.22K +68 +2%
VFA
446
Valeo Financial Advisors
Indiana
$554K +$14.2K +105 +3%
CCMG
447
Clark Capital Management Group
Pennsylvania
$553K +$262K +1,936 +111%
BFA
448
Beaumont Financial Advisors
Massachusetts
$553K -$136K -1,001 -21%
WSFS
449
Wilmington Savings Fund Society
Delaware
$552K -$9.35K -69 -2%
Vanguard Group
450
Vanguard Group
Pennsylvania
$549K +$90.1K +665 +22%

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.