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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
IAIM
551
International Assets Investment Management
Florida
$248K +$269K +1,948 New
LCM
552
Leisure Capital Management
California
$245K
MW
553
Members Wealth
Pennsylvania
$243K -$40.8K -295 -13%
PCG
554
Prosperity Consulting Group
Maryland
$241K
IIM
555
InTrack Investment Management
Vermont
$241K -$13.8K -100 -5%
IA
556
IFP Advisors
Florida
$241K -$6.91K -50 -3%
SW
557
SteelPeak Wealth
California
$237K -$12.2K -88 -5%
OAM
558
Oak Asset Management
California
$236K +$3.04K +22 +1%
JIC
559
Johnson Investment Counsel
Ohio
$235K +$256K +1,848 New
BFPW
560
BOK Financial Private Wealth
Colorado
$234K
AWE
561
Avidian Wealth Enterprises
Texas
$231K +$252K +1,822 New
AWA
562
Arkadios Wealth Advisors
Georgia
$231K +$553 +4 +0.2%
WB
563
WesBanco Bank
West Virginia
$231K -$109K -786 -30%
PJWM
564
Philip James Wealth Mangement
Georgia
$230K -$116K -838 -32%
AC
565
AWM Capital
Arizona
$229K
Luther King Capital Management (LKCM)
566
Luther King Capital Management (LKCM)
Texas
$229K
MHIC
567
Marble Harbor Investment Counsel
Massachusetts
$229K
HFO
568
Heritage Family Offices
Arizona
$227K
MCCA
569
Mill Creek Capital Advisors
Pennsylvania
$227K +$138 +1 +0.1%
PA
570
Pinnacle Associates
New York
$223K
JWA
571
JFS Wealth Advisors
Pennsylvania
$222K +$241K +1,744 New
CCMG
572
Clark Capital Management Group
Pennsylvania
$222K +$241K +1,743 New
SIC
573
Salem Investment Counselors
North Carolina
$220K
Fisher Asset Management
574
Fisher Asset Management
Washington
$220K -$268K -1,935 -53%
WA
575
Wealth Alliance
New York
$220K -$6.78K -49 -3%

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.