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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

785 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, 260 increasing their positions, 241 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+42
Holders Change %
+5.65%
% of All Funds
10.52%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
0.72%
New
99
Increased
260
Reduced
241
Closed
45
Calls
$1.43M
Puts
–
Net Calls
+$1.43M
Net Calls Change
+$1.43M

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$102M
2
LPL Financial
LPL Financial
California
+$84.9M
3
Morgan Stanley
Morgan Stanley
New York
+$69.1M
4
MFG
Merit Financial Group
Georgia
+$63M
5
Fidelity International
Fidelity International
Bermuda
+$62M

Top Sellers

1
IFA
Independence Financial Advisors
New Hampshire
-$63.1M
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$47.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$34.4M
4
CFG
Citizens Financial Group
Rhode Island
-$19.3M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
426
Greenwood Gearhart
Arkansas
$598K +$8.57K +57 +1%
FFP
427
FourThought Financial Partners
Florida
$598K -$36.5K -243 -6%
AG
428
AlTi Global
New York
$597K – – –
AA
429
Ancora Advisors
Ohio
$595K – – –
HFS
430
Heritage Financial Services
Massachusetts
$595K – – –
Pathstone Holdings
431
Pathstone Holdings
New Jersey
$584K +$902 +6 +0.2%
SG
432
StoneX Group
New York
$577K +$125K +831 +28%
Neuberger Berman Group
433
Neuberger Berman Group
New York
$575K – – –
EWA
434
Exencial Wealth Advisors
Oklahoma
$574K +$153K +1,015 +36%
PCH
435
PGIM Custom Harvest
New Jersey
$571K -$110K -729 -16%
FPGK
436
Financial Partners Group (Kansas)
Kansas
$566K +$1.66K +11 +0.3%
ACM
437
Advisors Capital Management
New Jersey
$565K +$75.4K +501 +15%
FCG
438
Fielder Capital Group
Tennessee
$563K – – –
HFA
439
Hershey Financial Advisers
Pennsylvania
$561K +$561K +3,731 New
TPWA
440
Twin Peaks Wealth Advisors
California
$558K +$10.8K +68 +2%
VFA
441
Valeo Financial Advisors
Indiana
$554K +$15.8K +105 +3%
CCMG
442
Clark Capital Management Group
Pennsylvania
$553K +$291K +1,936 +111%
BFA
443
Beaumont Financial Advisors
Massachusetts
$553K -$151K -1,001 -21%
WSFS
444
Wilmington Savings Fund Society
Delaware
$552K -$10.4K -69 -2%
Vanguard Group
445
Vanguard Group
Pennsylvania
$549K +$100K +665 +22%
Fifth Third Bancorp
446
Fifth Third Bancorp
Ohio
$544K +$47.8K +318 +10%
PP
447
Patten & Patten
Tennessee
$544K – – –
AF
448
Apollon Financial
South Carolina
$543K +$156K +1,036 +40%
MWM
449
Mission Wealth Management
California
$541K +$150 +1 +0%
SAM
450
Smartleaf Asset Management
Massachusetts
$537K -$259K -1,732 -33%
16 17
18
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