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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
BHWA
526
Beacon Harbor Wealth Advisors
Virginia
$348K
FMN
527
Financial Management Network
California
$347K
WA
528
Wealth Alliance
New York
$343K +$74.4K +549 +32%
AT
529
American Trust
Kentucky
$341K +$307K +2,267 New
PCIA
530
Prime Capital Investment Advisors
Kansas
$339K -$184K -1,358 -38%
CF
531
Convergence Financial
Missouri
$337K -$13.1K -97 -4%
First Trust Advisors
532
First Trust Advisors
Illinois
$336K -$26.7K -197 -8%
OC
533
Opinicus Capital
Florida
$336K -$6.24K -46 -2%
JIC
534
Johnson Investment Counsel
Ohio
$329K +$46.1K +340 +18%
APWA
535
Atlas Private Wealth Advisors
New Jersey
$328K +$19K +140 +7%
GWAG
536
Garrett Wealth Advisory Group
Texas
$326K -$53.5K -395 -15%
RWP
537
Revolve Wealth Partners
New Jersey
$317K -$52.5K -387 -16%
EPA
538
Element Pointe Advisors
Florida
$316K
CA
539
Claro Advisors
Massachusetts
$312K -$58.7K -433 -17%
S
540
SignatureFD
Georgia
$310K -$2.44K -18 -0.9%
FP
541
Financial Perspectives
Minnesota
$310K +$271 +2 +0.1%
BWP
542
Bernardo Wealth Planning
Pennsylvania
$310K
KeyBank National Association
543
KeyBank National Association
Ohio
$310K +$3.25K +24 +1%
SCM
544
Seascape Capital Management
New Hampshire
$308K -$353K -2,601 -56%
FNBOH
545
First National Bank of Hutchinson
Kansas
$306K -$32.9K -243 -11%
ITIM
546
Indiana Trust & Investment Management
Indiana
$306K
CAMG
547
CWA Asset Management Group
Florida
$303K +$273K +2,017 New
SGI
548
Summit Global Investments
Utah
$303K
CWA
549
Crux Wealth Advisors
California
$303K +$407 +3 +0.1%
IAS
550
Insigneo Advisory Services
Florida
$301K +$271K +2,002 New

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.