We are live on ! Find out more
IUSG icon

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
AAS
51
Avantax Advisory Services
Texas
$31.5M -$354K -2,612 -1%
SWA
52
Strategies Wealth Advisors
Michigan
$30.8M +$3.39M +25,009 +14%
PAG
53
Private Advisor Group
New Jersey
$30.8M +$484K +3,571 +2%
HSG
54
Helen Stephens Group
Texas
$30.8M +$1.64M +12,072 +6%
VA
55
Valmark Advisers
Ohio
$30.8M +$733K +5,410 +3%
CIC
56
Cutler Investment Counsel
Oregon
$29.1M +$77.5K +572 +0.3%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$28M +$973K +7,181 +4%
WPW
58
Waldron Private Wealth
Pennsylvania
$27.3M +$24.6M +181,518 New
FWM
59
ForthRight Wealth Management
Georgia
$27.2M +$857K +6,323 +4%
VAMG
60
Voisard Asset Management Group
Michigan
$27.2M +$2.32M +17,112 +10%
KAS
61
Kestra Advisory Services
Texas
$25.9M +$706K +5,206 +3%
PBF
62
Petix & Botte Financial
California
$24M -$1.2M -8,863 -5%
SWM
63
Spire Wealth Management
Virginia
$22.3M -$4.83M -35,642 -19%
AI
64
Atria Investments
North Carolina
$21.9M -$59.9K -442 -0.3%
HI
65
Hudock Inc
Pennsylvania
$21.5M +$2.02M +14,928 +12%
SA
66
Sanctuary Advisors
Indiana
$21.4M -$5.02M -37,038 -21%
GFA
67
Gallagher Fiduciary Advisors
Illinois
$21.2M +$250K +1,844 +1%
DA
68
Doliver Advisors
Texas
$21.1M -$4.31M -31,783 -18%
FAIM
69
Financial Advocates Investment Management
Washington
$20.8M -$2.27M -16,714 -11%
Stifel Financial
70
Stifel Financial
Missouri
$20.2M -$1.14M -8,408 -6%
NB
71
NBT Bank
New York
$19.9M +$107K +791 +0.6%
IWC
72
Integrated Wealth Concepts
Massachusetts
$19.2M +$3.61M +26,656 +26%
NAMNJ
73
NorthStar Asset Management (New Jersey)
New Jersey
$19.1M +$766K +5,647 +5%
MWM
74
Mascoma Wealth Management
New Hampshire
$18.9M -$3.38M -24,940 -17%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$18.6M +$2.91M +21,433 +21%

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.