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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 %
OC
526
Opinicus Capital
Florida
$336K -$6.92K -46 -2%
JIC
527
Johnson Investment Counsel
Ohio
$329K +$51.1K +340 +18%
APWA
528
Atlas Private Wealth Advisors
New Jersey
$328K +$21.1K +140 +7%
GWAG
529
Garrett Wealth Advisory Group
Texas
$326K -$59.4K -395 -15%
RWP
530
Revolve Wealth Partners
New Jersey
$317K -$58.2K -387 -16%
EPA
531
Element Pointe Advisors
Florida
$316K – – –
CA
532
Claro Advisors
Massachusetts
$312K -$65.1K -433 -17%
S
533
SignatureFD
Georgia
$310K -$2.71K -18 -0.9%
FP
534
Financial Perspectives
Minnesota
$310K +$301 +2 +0.1%
BWP
535
Bernardo Wealth Planning
Pennsylvania
$310K – – –
KeyBank National Association
536
KeyBank National Association
Ohio
$310K +$3.61K +24 +1%
SCM
537
Seascape Capital Management
New Hampshire
$308K -$392K -2,601 -56%
FNBOH
538
First National Bank of Hutchinson
Kansas
$306K -$36.5K -243 -11%
ITIM
539
Indiana Trust & Investment Management
Indiana
$306K – – –
CAMG
540
CWA Asset Management Group
Florida
$303K +$303K +2,017 New
SGI
541
Summit Global Investments
Utah
$303K – – –
CWA
542
Crux Wealth Advisors
California
$303K +$451 +3 +0.1%
IAS
543
Insigneo Advisory Services
Florida
$301K +$301K +2,002 New
CWM
544
Connecticut Wealth Management
Connecticut
$301K – – –
KIA
545
KCM Investment Advisors
California
$301K +$301K +2,000 New
GA
546
Goldstein Advisors
Wisconsin
$300K -$3.46K -23 -1%
AFG
547
Albion Financial Group
Utah
$299K -$8.87K -59 -3%
SIA
548
Summit Investment Advisors
Maryland
$298K +$153 +1 +0.1%
CWM
549
Centurion Wealth Management
Virginia
$298K – – –
SDWIA
550
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295K – – –
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22
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