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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
KWM
726
Kiker Wealth Management
Georgia
$6.48K +$7.05K +51 New
HCP
727
Hexagon Capital Partners
Arkansas
$6.23K
Bessemer Group
728
Bessemer Group
New Jersey
$6K +$6.08K +44 New
GJIA
729
Glass Jacobson Investment Advisors
Maryland
$5.85K
EWM
730
EPG Wealth Management
Georgia
$5.72K
PMIM
731
Prudent Man Investment Management
Colorado
$5.43K
WPA
732
West Paces Advisors
Georgia
$5.34K
OFG
733
Oxford Financial Group
Indiana
$5.08K -$299K -2,165 -98%
FIM
734
FWL Investment Management
Texas
$4.58K
CSB
735
City State Bank
Iowa
$3.81K
IF
736
Integrity Financial
Wyoming
$3.56K
RF
737
Rossby Financial
Florida
$3.35K +$3.6K +26 New
LWMI
738
Legacy Wealth Management (Idaho)
Idaho
$3.05K
CPBTD
739
Central Pacific Bank - Trust Division
Hawaii
$2.8K
FMII
740
Farmers & Merchants Investments Inc
Nebraska
$2.54K
GWS
741
Glassman Wealth Services
Virginia
$2.54K
SHF
742
Safe Harbor Fiduciary
Florida
$2.42K +$2.63K +19 New
PWAM
743
Private Wealth Asset Management
Iowa
$2.29K +$2.49K +18 New
CTA
744
Colonial Trust Advisors
South Carolina
$2.15K
LWANC
745
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.03K
VNA
746
Valley National Advisers
Pennsylvania
$2K
T
747
Transce3nd
Texas
$1.02K -$25.9K -187 -96%
CWM
748
Copia Wealth Management
Oregon
$1.02K +$1.11K +8 New
TFA
749
Transamerica Financial Advisors
Florida
$1K
TAM
750
Townsend Asset Management
North Carolina
$890

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.