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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
SW
601
SteelPeak Wealth
California
$237K -$39K -288 -15%
SMA
602
Sage Mountain Advisors
Georgia
$236K +$1.36K +10 +0.6%
AF
603
Abound Financial
California
$234K
SAW
604
Signal Advisors Wealth
Michigan
$233K -$21.4K -158 -9%
NEPWA
605
New England Private Wealth Advisors
Massachusetts
$232K -$30.6K -226 -13%
CA
606
Centerpoint Advisors
Massachusetts
$231K
STA
607
Summit Trail Advisors
New York
$231K +$208K +1,533 New
DAS
608
Diversify Advisory Services
Utah
$230K -$83.5K -616 -30%
BC
609
Barrett & Company
Rhode Island
$230K +$136 +1 +0.1%
DIP
610
DT Investment Partners
Pennsylvania
$230K
SAG
611
SageView Advisory Group
California
$230K +$200K +1,472 New
AW
612
Alteri Wealth
California
$229K +$206K +1,523 New
EFG
613
Ehrlich Financial Group
California
$229K +$206K +1,523 New
FPAS
614
Focus Partners Advisor Solutions
Missouri
$228K +$206K +1,517 New
PCP
615
Proficio Capital Partners
Massachusetts
$228K +$205K +1,514 New
HFO
616
Heritage Family Offices
Arizona
$227K
BF
617
Blankinship & Foster
California
$226K +$204K +1,504 New
Luther King Capital Management (LKCM)
618
Luther King Capital Management (LKCM)
Texas
$226K
CAG
619
Csenge Advisory Group
Florida
$224K +$214K +1,579 New
CCA
620
Cobblestone Capital Advisors
New York
$223K +$201K +1,486 New
AC
621
AWM Capital
Arizona
$221K -$45.3K -334 -19%
CFSG
622
Community Financial Services Group
Vermont
$220K +$198K +1,462 New
CIA
623
Capital Investment Advisors
Georgia
$220K +$198K +1,461 New
RIA
624
Richwood Investment Advisors
Ohio
$220K +$198K +1,460 New
KFGG
625
Keystone Financial Group (Georgia)
Georgia
$219K +$271 +2 +0.1%

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.