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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 %
LW
451
Linscomb Wealth
Texas
$530K – – –
FCCM
452
First City Capital Management
Georgia
$517K – – –
NL
453
NWAM LLC
Washington
$512K +$512K +3,290 New
PWA
454
Peterson Wealth Advisors
Utah
$512K -$26.3K -175 -5%
DJSG
455
D.J. St. Germain
Massachusetts
$509K – – –
DC
456
Davenport & Co
Virginia
$508K +$56.2K +374 +12%
NG
457
Norden Group
Utah
$505K – – –
AWA
458
Adapt Wealth Advisors
Georgia
$501K – – –
MCM
459
Monument Capital Management
Virginia
$498K +$150 +1 +0%
SW
460
Simplicity Wealth
New Jersey
$490K +$490K +3,260 New
BAS
461
Brueske Advisory Services
Washington
$490K -$296K -1,965 -38%
RWM
462
Ritholtz Wealth Management
New York
$488K +$488K +3,244 New
LJAC
463
L.J. Altfest & Co
New York
$488K – – –
ISFAN
464
Investor's Fiduciary Advisor Network
Washington
$487K -$155K -1,029 -24%
PWM
465
Paulson Wealth Management
Illinois
$484K +$484K +3,221 New
MCM
466
M1 Capital Management
Michigan
$482K -$150 -1 -0%
DWT
467
Dorsey & Whitney Trust
South Dakota
$481K -$587K -3,900 -55%
MFG
468
Magnus Financial Group
New York
$481K +$2.71K +18 +0.6%
UAG
469
United Advisor Group
Ohio
$481K -$22.7K -151 -5%
OC
470
Oarsman Capital
Wisconsin
$478K – – –
PW
471
Potentia Wealth
California
$472K – – –
TCOV
472
Trust Company of Vermont
Vermont
$466K +$117K +778 +34%
NG
473
Novem Group
New York
$464K +$464K +3,086 New
AIM
474
Anchor Investment Management
South Carolina
$460K -$161K -1,073 -26%
IA
475
Inspire Advisors
Idaho
$452K +$60.8K +404 +16%
17 18
19
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