IUSG icon

iShares Core S&P US Growth ETF

804 hedge funds and large institutions have $18.9B invested in iShares Core S&P US Growth ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more call options, than puts

Call options by funds: $576K | Put options by funds: $576K

2.86% less ownership

Funds ownership: 76.54%73.68% (-2.9%)

7% less funds holding in top 10

Funds holding in top 10: 5450 (-4)

Holders
804
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$576K
Puts
$576K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
26
Madison Wealth Partners
Wisconsin
$64.7M
Fidelity International
27
Fidelity International
Bermuda
$60.5M
MWM
28
Modera Wealth Management
New Jersey
$60.1M
CI
29
CX Institutional
Indiana
$58.8M
PS
30
Principal Securities
Iowa
$57.4M
TVAMP
31
Tennessee Valley Asset Management Partners
Tennessee
$56.5M
CSWG
32
Cardinal Strategic Wealth Guidance
Kentucky
$54.7M
TLA
33
Tanglewood Legacy Advisors
Texas
$52.5M
HR
34
Howe & Rusling
New York
$51.7M
William Blair & Company
35
William Blair & Company
Illinois
$49.5M
ACM
36
Aurdan Capital Management
Pennsylvania
$45M
EH
37
Equitable Holdings
New York
$44M
DI
38
DDFG Inc
California
$43.4M
Corient Private Wealth
39
Corient Private Wealth
Florida
$43M
VC
40
Veracity Capital
Georgia
$41.5M
CST
41
Charles Schwab Trust
Nevada
$41.2M
HWA
42
Hilltop Wealth Advisors
North Carolina
$39.7M
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$38.8M
AllianceBernstein
44
AllianceBernstein
Tennessee
$38.5M
PAG
45
Private Advisor Group
New Jersey
$35.1M
AUB
46
Atlantic Union Bankshares
Virginia
$35M
VA
47
Valmark Advisers
Ohio
$33.6M
SCM
48
SCS Capital Management
Massachusetts
$33.6M
HSG
49
Helen Stephens Group
Texas
$33.1M
KAS
50
Kestra Advisory Services
Texas
$33.1M