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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
Osaic Holdings
26
Osaic Holdings
Arizona
$66.7M -$8.95M -66,045 -13%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$62.5M +$4.46M +32,870 +9%
Fidelity International
28
Fidelity International
Bermuda
$62M +$55.7M +411,058 New
MWP
29
Madison Wealth Partners
Wisconsin
$61.4M +$2.44M +17,985 +5%
MWM
30
Modera Wealth Management
New Jersey
$57.1M +$19.5M +143,536 +61%
Two Sigma Investments
31
Two Sigma Investments
New York
$56.7M +$46.8M +345,506 +1,108%
Legacy Financial Group (Iowa)
32
Legacy Financial Group (Iowa)
Iowa
$54.3M -$13.6M -100,549 -22%
CSWG
33
Cardinal Strategic Wealth Guidance
Kentucky
$50.3M -$3.06M -22,552 -6%
HR
34
Howe & Rusling
New York
$48M +$7.38M +54,432 +21%
TLA
35
Tanglewood Legacy Advisors
Texas
$47.2M -$137K -1,013 -0.3%
PS
36
Principal Securities
Iowa
$45.9M +$22.3M +164,847 +118%
ACM
37
Aurdan Capital Management
Pennsylvania
$43.2M +$132K +976 +0.3%
William Blair & Company
38
William Blair & Company
Illinois
$41.3M +$99.8K +736 +0.3%
DI
39
DDFG Inc
California
$39.7M -$76.3K -563 -0.2%
EH
40
Equitable Holdings
New York
$37.9M +$602K +4,438 +2%
CST
41
Charles Schwab Trust
Nevada
$37.7M +$1.98M +14,642 +6%
VC
42
Veracity Capital
Georgia
$37M +$2.24M +16,522 +7%
HWA
43
Hilltop Wealth Advisors
North Carolina
$36.3M +$1.68M +12,375 +5%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$36.2M +$14.3M +105,275 +78%
AllianceBernstein
45
AllianceBernstein
Tennessee
$35.7M +$413K +3,047 +1%
Corient Private Wealth
46
Corient Private Wealth
Florida
$34.5M +$4.81M +35,447 +18%
AUB
47
Atlantic Union Bankshares
Virginia
$33.5M +$29.9M +220,695 +9,509%
SCM
48
SCS Capital Management
Massachusetts
$32.8M -$968K -7,143 -3%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$32.7M +$985K +7,269 +3%
MML Investors Services
50
MML Investors Services
Massachusetts
$31.8M +$33.9K +250 +0.1%

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.