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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 %
HI
476
Hoey Investments
Pennsylvania
$451K – – –
EAM
477
Everstar Asset Management
North Carolina
$448K +$448K +2,980 New
PWM
478
Puff Wealth Management
New Jersey
$447K +$451 +3 +0.1%
TPWA
479
TRUE Private Wealth Advisors
Oregon
$446K -$602 -4 -0.1%
ClearBridge Investments
480
ClearBridge Investments
New York
$446K -$4.46M -29,667 -91%
ACM
481
Armbruster Capital Management
New York
$440K -$29.6K -197 -6%
PCA
482
Pallas Capital Advisors
Massachusetts
$440K – – –
JIC
483
Joel Isaacson & Co
New York
$436K +$106K +703 +32%
SIA
484
Soltis Investment Advisors
Utah
$434K +$434K +2,888 New
HNB
485
Huntington National Bank
Ohio
$429K -$337K – –
Kovitz Investment Group Partners
486
Kovitz Investment Group Partners
Illinois
$427K +$150 +1 +0%
Nomura Asset Management
487
Nomura Asset Management
Japan
$427K – – –
CWM
488
Congress Wealth Management
Massachusetts
$416K +$95.7K +636 +30%
APP
489
Avantax Planning Partners
Iowa
$415K – – –
FFC
490
Frederick Financial Consultants
Maryland
$414K -$21.1K -140 -5%
SC
491
Stephens Consulting
Michigan
$414K – – –
HL
492
HeadInvest LLC
Maine
$408K -$36.1K -240 -8%
SAM
493
Silvercrest Asset Management
New York
$408K -$150 -1 -0%
EWM
494
Elevatus Welath Management
New York
$405K +$71.6K +476 +21%
WP
495
Westmount Partners
California
$404K +$301 +2 +0.1%
FMWA
496
Forvis Mazars Wealth Advisors
Missouri
$401K -$36.1K -240 -8%
EI
497
Ellevest Inc
New York
$399K – – –
CGA
498
Crescent Grove Advisors
Illinois
$397K – – –
PPWP
499
Premier Path Wealth Partners
New Jersey
$396K – – –
CW
500
CreativeOne Wealth
Kansas
$395K +$26.9K +179 +7%
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