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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
SFA
651
Seneca Financial Advisors
New York
$222K +$314 +2 +0.1%
RAM
652
Redmond Asset Management
Virginia
$221K – – –
CCA
653
Cypress Capital Advisors
Tennessee
$219K – – –
CF
654
Centaurus Financial
California
$219K – – –
VH
655
Visionary Horizons
Tennessee
$218K +$208K +1,323 New
CWMS
656
Cannon Wealth Management Services
North Carolina
$217K -$4.71K -30 -2%
SFS
657
Summit Financial Strategies
Ohio
$217K +$207K +1,320 New
BWP
658
Balboa Wealth Partners
Arizona
$217K +$207K +1,319 New
TI
659
Trexquant Investment
Connecticut
$217K +$207K +1,319 New
ACA
660
Aptus Capital Advisors
Alabama
$214K – – –
Bessemer Group
661
Bessemer Group
New Jersey
$214K +$204K +1,300 New
EFG
662
Embree Financial Group
Illinois
$212K +$203K +1,290 New
BBA
663
BLB&B Advisors
Pennsylvania
$212K +$202K +1,289 New
CCFM
664
Clear Creek Financial Management
Washington
$212K +$202K +1,288 New
ATPW
665
Ashton Thomas Private Wealth
Arizona
$211K -$19.6K -125 -9%
WFA
666
WMG Financial Advisors
Tennessee
$210K +$200K +1,274 New
BRWM
667
Blue Rock Wealth Management
North Carolina
$209K +$199K +1,269 New
AW
668
Alteri Wealth
California
$209K -$39.9K -254 -17%
GAM
669
Griffin Asset Management
New York
$209K +$199K +1,268 New
LFP
670
Lakeshore Financial Planning
Michigan
$208K +$199K +1,265 New
OBGC
671
O'Brien Greene & Co
Pennsylvania
$208K +$199K +1,265 New
PP
672
PDS Planning
Ohio
$207K +$198K +1,261 New
CWG
673
Cornerstone Wealth Group
North Carolina
$206K +$197K +1,255 New
CAM
674
Carret Asset Management
New York
$206K +$197K +1,252 New
GCWM
675
Graham Capital Wealth Management
District of Columbia
$206K +$196K +1,250 New
25 26
27
28 29

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.