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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 %
DAS
601
Diversify Advisory Services
Utah
$230K -$97.4K -616 -30%
BC
602
Barrett & Company
Rhode Island
$230K +$150 +1 +0.1%
DIP
603
DT Investment Partners
Pennsylvania
$230K – – –
SAG
604
SageView Advisory Group
California
$230K +$230K +1,472 New
AW
605
Alteri Wealth
California
$229K +$229K +1,523 New
EFG
606
Ehrlich Financial Group
California
$229K +$229K +1,523 New
FPAS
607
Focus Partners Advisor Solutions
Missouri
$228K +$228K +1,517 New
PCP
608
Proficio Capital Partners
Massachusetts
$228K +$228K +1,514 New
HFO
609
Heritage Family Offices
Arizona
$227K – – –
BF
610
Blankinship & Foster
California
$226K +$226K +1,504 New
Luther King Capital Management (LKCM)
611
Luther King Capital Management (LKCM)
Texas
$226K -$229K – –
CAG
612
Csenge Advisory Group
Florida
$224K +$224K +1,579 New
CCA
613
Cobblestone Capital Advisors
New York
$223K +$223K +1,486 New
AC
614
AWM Capital
Arizona
$221K -$50.2K -334 -19%
CFSG
615
Community Financial Services Group
Vermont
$220K +$220K +1,462 New
CIA
616
Capital Investment Advisors
Georgia
$220K +$220K +1,461 New
RIA
617
Richwood Investment Advisors
Ohio
$220K +$220K +1,460 New
KFGG
618
Keystone Financial Group (Georgia)
Georgia
$219K +$307 +2 +0.1%
AFA
619
Antonelli Financial Advisors
Michigan
$219K +$219K +1,454 New
VWA
620
VSM Wealth Advisory
Maryland
$219K +$19K +126 +9%
MA
621
MKT Advisors
California
$218K +$218K +1,465 New
AWE
622
Avidian Wealth Enterprises
Texas
$217K -$57.2K -380 -21%
FWP
623
Falcon Wealth Planning
California
$216K +$216K +1,439 New
TIM
624
Tortoise Investment Management
New York
$216K – – –
GWMR
625
GC Wealth Management RIA
Massachusetts
$216K -$215K -1,431 -50%
23 24
25
26 27