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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
AF
26
Allworth Financial
California
$59.4M +$16.5M +119,081 +34%
Legacy Financial Group (Iowa)
27
Legacy Financial Group (Iowa)
Iowa
$58.6M -$1.09M -7,866 -2%
CI
28
CX Institutional
Indiana
$51.7M +$15.6M +112,903 +38%
MWP
29
Madison Wealth Partners
Wisconsin
$49.6M +$92.2K +667 +0.2%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$48.6M +$1.49M +10,779 +3%
TVAMP
31
Tennessee Valley Asset Management Partners
Tennessee
$47.1M -$3.04M -21,950 -6%
CSWG
32
Cardinal Strategic Wealth Guidance
Kentucky
$45.4M +$1.77M +12,780 +4%
TLA
33
Tanglewood Legacy Advisors
Texas
$40M -$2.3M -16,599 -5%
ACM
34
Aurdan Capital Management
Pennsylvania
$36.4M +$2.58M +18,648 +7%
William Blair & Company
35
William Blair & Company
Illinois
$34.8M -$5.77M -41,697 -13%
HR
36
Howe & Rusling
New York
$33.6M +$1.77M +12,794 +5%
DI
37
DDFG Inc
California
$33.6M -$647K -4,679 -2%
EH
38
Equitable Holdings
New York
$31.4M -$2.41M -17,430 -7%
MWM
39
Modera Wealth Management
New Jersey
$30M +$1.15M +8,321 +4%
CST
40
Charles Schwab Trust
Nevada
$30M +$392K +2,832 +1%
AllianceBernstein
41
AllianceBernstein
Tennessee
$29.8M +$1.21M +8,782 +4%
SSB
42
Sandy Spring Bank
Maryland
$29.4M -$275K -1,990 -0.9%
VC
43
Veracity Capital
Georgia
$29.2M -$5.07M -36,652 -14%
HWA
44
Hilltop Wealth Advisors
North Carolina
$29.1M -$1.61M -11,666 -5%
SCM
45
SCS Capital Management
Massachusetts
$28.6M +$31.1M +225,166 New
AAS
46
Avantax Advisory Services
Texas
$27M +$1.68M +12,176 +6%
MML Investors Services
47
MML Investors Services
Massachusetts
$26.8M +$594K +4,295 +2%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$26.7M -$22.5M -162,366 -44%
PAG
49
Private Advisor Group
New Jersey
$25.6M -$21K -152 -0.1%
VA
50
Valmark Advisers
Ohio
$25.3M +$6.34M +45,842 +30%

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.