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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
AFA
626
Antonelli Financial Advisors
Michigan
$219K +$197K +1,454 New
VWA
627
VSM Wealth Advisory
Maryland
$219K +$17.1K +126 +9%
MA
628
MKT Advisors
California
$218K +$199K +1,465 New
AWE
629
Avidian Wealth Enterprises
Texas
$217K -$51.5K -380 -21%
FWP
630
Falcon Wealth Planning
California
$216K +$195K +1,439 New
TIM
631
Tortoise Investment Management
New York
$216K
GWMR
632
GC Wealth Management RIA
Massachusetts
$216K -$194K -1,431 -50%
SFS
633
Sowell Financial Services
Arkansas
$214K +$193K +1,425 New
BHWM
634
Bar Harbor Wealth Management
New Hampshire
$213K +$192K +1,419 New
IIM
635
InTrack Investment Management
Vermont
$212K -$65.7K -485 -26%
ATPW
636
Ashton Thomas Private Wealth
Arizona
$212K +$191K +1,410 New
T
637
Tableaux
Massachusetts
$210K +$189K +1,395 New
BA
638
Ballast Advisors
Minnesota
$210K
ESB
639
Essex Savings Bank
Connecticut
$209K +$189K +1,391 New
HI
640
Harbour Investments
Wisconsin
$209K -$253K -1,867 -57%
FWM
641
Fingerlakes Wealth Management
New York
$207K +$187K +1,378 New
ISL
642
Ingalls & Snyder LLC
New York
$206K +$186K +1,370 New
AFG
643
ABLE Financial Group
Arizona
$205K +$185K +1,362 New
PPC
644
Pennington Partners & Co
Maryland
$204K +$184K +1,360 New
OBWG
645
Onyx Bridge Wealth Group
New York
$204K +$184K +1,358 New
VV
646
Verity & Verity
South Carolina
$204K +$184K +1,356 New
PWP
647
Perfromance Wealth Partners
Illinois
$204K +$184K +1,355 New
AIM
648
Acropolis Investment Management
Missouri
$203K +$12.3K +91 +7%
CWMS
649
Cannon Wealth Management Services
North Carolina
$203K +$183K +1,352 New
SFA
650
Seneca Financial Advisors
New York
$203K +$183K +1,348 New

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.