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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
10.53%
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 %
AAS
51
Avantax Advisory Services
Texas
$31.5M -$393K -2,612 -1%
SWA
52
Strategies Wealth Advisors
Michigan
$30.8M +$3.76M +25,009 +14%
PAG
53
Private Advisor Group
New Jersey
$30.8M +$537K +3,571 +2%
HSG
54
Helen Stephens Group
Texas
$30.8M +$1.82M +12,072 +6%
VA
55
Valmark Advisers
Ohio
$30.8M +$814K +5,410 +3%
CIC
56
Cutler Investment Counsel
Oregon
$29.1M +$86K +572 +0.3%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$28M +$1.08M +7,181 +4%
WPW
58
Waldron Private Wealth
Pennsylvania
$27.3M +$27.3M +181,518 New
FWM
59
ForthRight Wealth Management
Georgia
$27.2M +$951K +6,323 +4%
VAMG
60
Voisard Asset Management Group
Michigan
$27.2M +$2.57M +17,112 +10%
KAS
61
Kestra Advisory Services
Texas
$25.9M +$783K +5,206 +3%
PBF
62
Petix & Botte Financial
California
$24M -$1.33M -8,863 -5%
SWM
63
Spire Wealth Management
Virginia
$22.3M -$5.14M -35,642 -19%
AI
64
Atria Investments
North Carolina
$21.9M -$66.5K -442 -0.3%
HI
65
Hudock Inc
Pennsylvania
$21.5M +$2.25M +14,928 +12%
GFA
66
Gallagher Fiduciary Advisors
Illinois
$21.2M +$277K +1,844 +1%
DA
67
Doliver Advisors
Texas
$21.1M -$4.78M -31,783 -18%
FAIM
68
Financial Advocates Investment Management
Washington
$20.8M -$2.51M -16,714 -11%
Stifel Financial
69
Stifel Financial
Missouri
$20.2M -$1.26M -8,408 -6%
NB
70
NBT Bank
New York
$19.9M +$119K +791 +0.6%
IWC
71
Integrated Wealth Concepts
Massachusetts
$19.2M +$4.01M +26,656 +26%
NAMNJ
72
NorthStar Asset Management (New Jersey)
New Jersey
$19.1M +$849K +5,647 +5%
MWM
73
Mascoma Wealth Management
New Hampshire
$18.9M -$3.75M -24,940 -17%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$18.6M +$3.22M +21,433 +21%
EWP
75
Elevation Wealth Partners
California
$18.2M +$182K +1,207 +1%
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