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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
JIC
526
Joel Isaacson & Co
New York
$279K +$25.4K +184 +9%
CWM
527
Centurion Wealth Management
Virginia
$276K
CWM
528
Congress Wealth Management
Massachusetts
$273K +$295K +2,131 New
DAS
529
Diversify Advisory Services
Utah
$269K -$596K -4,309 -68%
AWM
530
Axxcess Wealth Management
California
$268K +$27.9K +202 +11%
CRI
531
Colonial River Investments
Virginia
$268K +$27.9K +202 +11%
EPA
532
Element Pointe Advisors
Florida
$267K
SFC
533
Strategic Financial Concepts
Texas
$266K -$32.5K -235 -10%
S
534
SignatureFD
Georgia
$264K -$5.53K -40 -2%
FMN
535
Financial Management Network
California
$264K
BWP
536
Bernardo Wealth Planning
Pennsylvania
$262K +$2.07K +15 +0.7%
FP
537
Financial Perspectives
Minnesota
$262K -$3.18K -23 -1%
AFG
538
Albion Financial Group
Utah
$260K -$1.25K -9 -0.4%
APWA
539
Atlas Private Wealth Advisors
New Jersey
$259K -$7.74K -56 -3%
KeyBank National Association
540
KeyBank National Association
Ohio
$259K +$7.88K +57 +3%
ITIM
541
Indiana Trust & Investment Management
Indiana
$258K
SIA
542
Summit Investment Advisors
Maryland
$258K +$138 +1 +0.1%
KW
543
KWB Wealth
California
$258K -$14.2K -103 -5%
GA
544
Goldstein Advisors
Wisconsin
$256K -$18.1K -131 -6%
SGI
545
Summit Global Investments
Utah
$256K
CWA
546
Crux Wealth Advisors
California
$255K +$415 +3 +0.1%
CWM
547
Connecticut Wealth Management
Connecticut
$254K
CWM
548
Centricity Wealth Management
Ohio
$253K +$24.9K +180 +10%
UWM
549
USAdvisors Wealth Management
Minnesota
$251K +$274K +1,979 New
SDWIA
550
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$249K

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.