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iShares Core S&P US Growth ETF
IUSG

819 hedge funds and large institutions have $19B invested in iShares Core S&P US Growth ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 258 increasing their positions, 258 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $17.9B → $19B (+$1.14B)

3% more funds holding

Funds holding: 793 → 819 (+26)

0% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 258

0% more call options, than puts

Call options by funds: $576K | Put options by funds: $576K

2.31% less ownership

Funds ownership: 76.69% → 74.38% (-2.3%)

5% less funds holding in top 10

Funds holding in top 10: 55 → 52 (-3)

Holders
819
Holders Change
+26
Holders Change %
+3.28%
% of All Funds
10.75%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
0.68%
New
77
Increased
258
Reduced
258
Closed
38
Calls
$576K
Puts
$576K
Net Calls
–
Net Calls Change
-$1.43M

Top Buyers

1
LPL Financial
LPL Financial
California
+$61.1M
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$54M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$32.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.6M
5
EF
Empowered Funds
Pennsylvania
+$17M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$284M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$147M
3
KIM
Kestra Investment Management
Texas
-$127M
4
Two Sigma Investments
Two Sigma Investments
New York
-$56.7M
5
FAIM
Financial Advocates Investment Management
Washington
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
551
Bernardo Wealth Planning
Pennsylvania
$339K – – –
ITIM
552
Indiana Trust & Investment Management
Indiana
$335K – – –
AWA
553
Arkadios Wealth Advisors
Georgia
$334K +$28.1K +179 +10%
SGI
554
Summit Global Investments
Utah
$332K – – –
FNBOH
555
First National Bank of Hutchinson
Kansas
$332K -$2.67K -17 -0.8%
CAMG
556
CWA Asset Management Group
Florida
$332K – – –
CWA
557
Crux Wealth Advisors
California
$332K +$471 +3 +0.1%
IAS
558
Insigneo Advisory Services
Florida
$329K – – –
KIA
559
KCM Investment Advisors
California
$329K – – –
GA
560
Goldstein Advisors
Wisconsin
$328K – – –
AFG
561
Albion Financial Group
Utah
$327K -$157 -1 -0.1%
CWM
562
Centurion Wealth Management
Virginia
$326K – – –
SDWIA
563
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$323K – – –
Fisher Asset Management
564
Fisher Asset Management
Washington
$318K +$304K +1,933 New
OAM
565
Oak Asset Management
California
$318K +$6.75K +43 +2%
AAM
566
Augustine Asset Management
Florida
$318K -$314 -2 -0.1%
LCM
567
Leisure Capital Management
California
$317K – – –
DAS
568
Diversify Advisory Services
Utah
$308K +$54.5K +347 +24%
PA
569
Pinnacle Associates
New York
$308K -$471 -3 -0.2%
STA
570
Summit Trail Advisors
New York
$307K +$52.1K +332 +22%
WB
571
WesBanco Bank
West Virginia
$298K -$314 -2 -0.1%
MHIC
572
Marble Harbor Investment Counsel
Massachusetts
$296K – – –
VT
573
Vise Technologies
New York
$295K +$282K +1,795 New
HFO
574
Heritage Family Offices
Arizona
$294K – – –
CWM
575
Collaborative Wealth Management
Florida
$294K +$6.28K +40 +2%
21 22
23
24 25

IUSG Hedge Fund Activity: Q3 2025 in Review

819 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2025, worth a combined $19B — up 6.3% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IUSG positions and 38 closed out — a net gain of 39 holders — while 258 added to existing stakes and 258 trimmed.

The largest buyer was LPL Financial, adding an estimated $61.1M. The largest seller was Bank of America, cutting an estimated $284M.

  • 819 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2025, up from 793 in Q2 2025.
  • Funds reported $19B of iShares Core S&P US Growth ETF stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 77 funds opened new iShares Core S&P US Growth ETF positions in Q3 2025 and 38 closed out, a net change of +39 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2025 was LPL Financial, an estimated $61.1M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2025 was Bank of America, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2025.