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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
AWA
451
Adapt Wealth Advisors
Georgia
$423K
MCM
452
Monument Capital Management
Virginia
$421K
Fifth Third Bancorp
453
Fifth Third Bancorp
Ohio
$419K +$24.9K +180 +6%
ACM
454
Advisors Capital Management
New Jersey
$414K -$47.7K -345 -10%
HI
455
Harbour Investments
Wisconsin
$413K +$9.27K +67 +2%
PWA
456
Peterson Wealth Advisors
Utah
$413K +$25.7K +186 +5%
LJAC
457
L.J. Altfest & Co
New York
$412K
MCM
458
M1 Capital Management
Michigan
$408K
BWM
459
Boyd Wealth Management
California
$406K +$105K +760 +31%
MFG
460
Magnus Financial Group
New York
$404K
OC
461
Oarsman Capital
Wisconsin
$404K +$35.7K +258 +9%
PW
462
Potentia Wealth
California
$399K
ACM
463
Armbruster Capital Management
New York
$397K
SG
464
StoneX Group
New York
$382K -$48.5K -351 -10%
DC
465
Davenport & Co
Virginia
$381K +$4.15K +30 +1%
HI
466
Hoey Investments
Pennsylvania
$381K +$415K +3,000 New
Vanguard Group
467
Vanguard Group
Pennsylvania
$379K +$55.6K +402 +16%
PWM
468
Puff Wealth Management
New Jersey
$378K +$415 +3 +0.1%
TPWA
469
TRUE Private Wealth Advisors
Oregon
$377K -$6.78K -49 -2%
HL
470
HeadInvest LLC
Maine
$375K
PCA
471
Pallas Capital Advisors
Massachusetts
$371K
FMWA
472
Forvis Mazars Wealth Advisors
Missouri
$369K
FFC
473
Frederick Financial Consultants
Maryland
$368K +$4.42K +32 +1%
GWMR
474
GC Wealth Management RIA
Massachusetts
$364K
Chevy Chase Trust
475
Chevy Chase Trust
Maryland
$361K +$393K +2,840 New

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.