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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
Corient Private Wealth
51
Corient Private Wealth
Florida
$24.7M +$5.21M +37,646 +24%
CIC
52
Cutler Investment Counsel
Oregon
$24.5M +$745K +5,391 +3%
HSG
53
Helen Stephens Group
Texas
$24.5M +$1.99M +14,368 +8%
SWM
54
Spire Wealth Management
Virginia
$24.2M -$2.45M -17,685 -9%
SWA
55
Strategies Wealth Advisors
Michigan
$22.8M -$946K -6,844 -4%
SA
56
Sanctuary Advisors
Indiana
$22.8M -$828K -5,986 -3%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$22.8M -$2.16M -15,655 -8%
FWM
58
ForthRight Wealth Management
Georgia
$22.2M +$192K +1,386 +0.8%
DA
59
Doliver Advisors
Texas
$21.9M -$1.75M -12,624 -7%
PBF
60
Petix & Botte Financial
California
$21.4M -$3.23M -23,323 -12%
KAS
61
Kestra Advisory Services
Texas
$21.2M -$2.65M -19,198 -10%
VAMG
62
Voisard Asset Management Group
Michigan
$20.8M +$5.72M +41,388 +34%
PS
63
Principal Securities
Iowa
$19.5M
MWM
64
Mascoma Wealth Management
New Hampshire
$19.1M -$3.46M -25,057 -14%
AI
65
Atria Investments
North Carolina
$18.5M +$184K +1,334 +0.9%
Stifel Financial
66
Stifel Financial
Missouri
$18.2M +$2.39M +17,312 +14%
FAIM
67
Financial Advocates Investment Management
Washington
$17.8M +$1.25M +9,037 +6%
GFA
68
Gallagher Fiduciary Advisors
Illinois
$17.7M +$192K +1,389 +1%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$17.2M -$4.63M -33,469 -20%
BlackRock
70
BlackRock
New York
$16.8M -$3.26M -23,587 -15%
NB
71
NBT Bank
New York
$16.7M +$569K +4,115 +3%
HI
72
Hudock Inc
Pennsylvania
$16.3M -$761K -5,502 -4%
EWA
73
ERTS Wealth Advisors
Michigan
$15.7M +$4.49M +32,481 +36%
NAMNJ
74
NorthStar Asset Management (New Jersey)
New Jersey
$15.4M +$550K +3,974 +3%
EWP
75
Elevation Wealth Partners
California
$15.2M +$12.7K +92 +0.1%

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.