We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF

819 hedge funds and large institutions have $19B invested in iShares Core S&P US Growth ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 258 increasing their positions, 258 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $17.9B → $19B (+$1.14B)

3% more funds holding

Funds holding: 793819 (+26)

0% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 258

0% more call options, than puts

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

2.31% less ownership

Funds ownership: 76.69%74.38% (-2.3%)

5% less funds holding in top 10

Funds holding in top 10: 5552 (-3)

Holders
819
Holders Change
+26
Holders Change %
+3.28%
% of All Funds
10.75%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
0.68%
New
77
Increased
258
Reduced
258
Closed
38
Calls
$576K
Puts
$576K
Net Calls
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$70.9M +$680K +4,328 +1%
MWP
27
Madison Wealth Partners
Wisconsin
$64.7M -$2.38M -15,148 -4%
Fidelity International
28
Fidelity International
Bermuda
$60.5M -$6.82M -43,448 -11%
MWM
29
Modera Wealth Management
New Jersey
$60.1M -$2.23M -14,212 -4%
Legacy Financial Group (Iowa)
30
Legacy Financial Group (Iowa)
Iowa
$59M -$358K -2,279 -0.6%
CI
31
CX Institutional
Indiana
$58.8M -$16.2M -102,903 -22%
PS
32
Principal Securities
Iowa
$57.4M +$6.92M +44,029 +14%
TVAMP
33
Tennessee Valley Asset Management Partners
Tennessee
$56.5M +$54M +343,509 New
CSWG
34
Cardinal Strategic Wealth Guidance
Kentucky
$54.7M -$264K -1,678 -0.5%
TLA
35
Tanglewood Legacy Advisors
Texas
$52.5M +$800K +5,092 +2%
HR
36
Howe & Rusling
New York
$51.7M -$730K -4,647 -1%
William Blair & Company
37
William Blair & Company
Illinois
$49.5M +$4.13M +26,271 +10%
ACM
38
Aurdan Capital Management
Pennsylvania
$45M -$2.14M -13,623 -5%
EH
39
Equitable Holdings
New York
$44M +$2.39M +15,247 +6%
DI
40
DDFG Inc
California
$43.4M -$9.89K -63 -0%
Corient Private Wealth
41
Corient Private Wealth
Florida
$43M +$4.96M +31,603 +14%
VC
42
Veracity Capital
Georgia
$41.5M +$927K +5,899 +2%
CST
43
Charles Schwab Trust
Nevada
$41.2M +$33K +210 +0.1%
HWA
44
Hilltop Wealth Advisors
North Carolina
$39.7M +$51.4K +327 +0.1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$38.8M -$784K -4,994 -2%
AllianceBernstein
46
AllianceBernstein
Tennessee
$38.5M -$553K -3,519 -1%
PAG
47
Private Advisor Group
New Jersey
$35.1M +$1.33M +8,487 +4%
AUB
48
Atlantic Union Bankshares
Virginia
$35M -$1.61M -10,260 -5%
VA
49
Valmark Advisers
Ohio
$33.6M -$30.9K -197 -0.1%
SCM
50
SCS Capital Management
Massachusetts
$33.6M -$2.21M -14,069 -6%