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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
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$544K +$43.1K +318 +10%
PP
452
Patten & Patten
Tennessee
$544K
AF
453
Apollon Financial
South Carolina
$543K +$140K +1,036 +40%
MWM
454
Mission Wealth Management
California
$541K +$136 +1 +0%
SAM
455
Smartleaf Asset Management
Massachusetts
$537K -$235K -1,732 -33%
NL
456
NWAM LLC
Washington
$537K +$468K +3,455 New
LW
457
Linscomb Wealth
Texas
$530K
WGC
458
Watts Gwilliam & Co
Arizona
$526K +$122K +899 +39%
DCM
459
DGS Capital Management
New Jersey
$519K -$59.1K -436 -11%
FCCM
460
First City Capital Management
Georgia
$517K
PWA
461
Peterson Wealth Advisors
Utah
$512K -$23.7K -175 -5%
DJSG
462
D.J. St. Germain
Massachusetts
$509K
DC
463
Davenport & Co
Virginia
$508K +$50.7K +374 +12%
NG
464
Norden Group
Utah
$505K
AWA
465
Adapt Wealth Advisors
Georgia
$501K
MCM
466
Monument Capital Management
Virginia
$498K +$136 +1 +0%
SW
467
Simplicity Wealth
New Jersey
$490K +$442K +3,260 New
BAS
468
Brueske Advisory Services
Washington
$490K -$266K -1,965 -38%
RWM
469
Ritholtz Wealth Management
New York
$488K +$440K +3,244 New
LJAC
470
L.J. Altfest & Co
New York
$488K
ISFAN
471
Investor's Fiduciary Advisor Network
Washington
$487K -$139K -1,029 -24%
PWM
472
Paulson Wealth Management
Illinois
$484K +$437K +3,221 New
MCM
473
M1 Capital Management
Michigan
$482K -$136 -1 -0%
DWT
474
Dorsey & Whitney Trust
South Dakota
$481K -$529K -3,900 -55%
MFG
475
Magnus Financial Group
New York
$481K +$2.44K +18 +0.6%

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.