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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
SWP
576
Sagespring Wealth Partners
Tennessee
$220K -$97.9K -708 -29%
SF
577
Synovus Financial
Georgia
$219K -$39.4K -285 -14%
NEPWA
578
New England Private Wealth Advisors
Massachusetts
$218K +$277 +2 +0.1%
SAW
579
Signal Advisors Wealth
Michigan
$217K +$236K +1,708 New
AAM
580
Augustine Asset Management
Florida
$216K -$4.7K -34 -2%
FA
581
Flagstar Advisors
New York
$215K +$277 +2 +0.1%
SP
582
Stonebrook Private
Michigan
$214K
AC
583
AlphaCore Capital
California
$214K +$232K +1,681 New
BO
584
Bank OZK
Arkansas
$213K +$9.82K +71 +4%
OBGC
585
O'Brien Greene & Co
Pennsylvania
$212K -$67.1K -485 -23%
UIM
586
Unified Investment Management
Georgia
$208K
CRWM
587
Castle Rock Wealth Management
California
$208K +$277 +2 +0.1%
RRA
588
Round Rock Advisors
Connecticut
$208K
FWM
589
FLP Wealth Management
Arkansas
$208K +$49K +354 +28%
CC
590
Courier Capital
New York
$208K +$26K +188 +13%
CA
591
Continuum Advisory
Idaho
$206K
CBA
592
Coastal Bridge Advisors
Connecticut
$206K +$224K +1,622 New
Renaissance Technologies
593
Renaissance Technologies
New York
$203K -$3.3M -23,900 -94%
MPWT
594
MassMutual Private Wealth & Trust
Connecticut
$203K
MIA
595
MainStreet Investment Advisors
Illinois
$203K +$221K +1,600 New
BSSFA
596
Baron Silver Stevens Financial Advisors
Florida
$202K
KLI
597
Kelman-Lazarov Inc
Tennessee
$202K +$277 +2 +0.1%
PWP
598
Private Wealth Partners
California
$202K
ONB
599
Old National Bancorp
Indiana
$201K +$3.6K +26 +2%
SMA
600
Sage Mountain Advisors
Georgia
$198K +$9.27K +67 +4%

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.