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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
DAM
751
Delta Asset Management
Tennessee
$657
LCM
752
Logan Capital Management
Pennsylvania
$509
3IP
753
3Chopt Investment Partners
Virginia
$254 +$277 +2 New
RTL
754
Red Tortoise LLC
Georgia
$58 -$3.46K -25 Closed
PA
755
Pineridge Advisors
Missouri
$12 -$3.46K -25 Closed
Fidelity International
756
Fidelity International
Bermuda
-$28.1M -201,158 Closed
Citadel Advisors
757
Citadel Advisors
Florida
-$4.49M -32,191 Closed
WA
758
Win Advisors
Florida
-$4.48M -32,130 Closed
LAS
759
Legacy Advisory Services
Pennsylvania
-$4.27M -30,628 Closed
IAA
760
Independent Advisor Alliance
North Carolina
-$4.03M -28,919 Closed
Westfield Capital Management
761
Westfield Capital Management
Massachusetts
-$3.73M -26,796 Closed
PAS
762
Park Avenue Securities
New York
-$2.24M -16,055 Closed
LAS
763
Lloyd Advisory Services
Georgia
-$1.87M -13,421 Closed
NPAN
764
Northeast Planning Associates NH
New Hampshire
-$1.33M -9,548 Closed
BP
765
Ballentine Partners
Massachusetts
-$1.21M -8,655 Closed
CFGS
766
Concourse Financial Group Securities
Alabama
-$959K -6,584 Closed
DWM
767
Diversify Wealth Management
Utah
-$757K -5,462 Closed
RFC
768
Regions Financial Corp
Alabama
-$741K -5,315 Closed
Jane Street
769
Jane Street
New York
-$674K -4,835 Closed
BOSSRA
770
B.O.S.S. Retirement Advisors
Utah
-$427K -3,063 Closed
WFA
771
WMG Financial Advisors
Tennessee
-$395K -2,836 Closed
VV
772
Verity & Verity
South Carolina
-$377K -2,706 Closed
AW
773
Alteri Wealth
California
-$293K -2,100 Closed
IIC
774
Integrated Investment Consultants
Michigan
-$282K -2,024 Closed
AT
775
American Trust
Kentucky
-$275K -1,975 Closed

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.