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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
AWA
76
Amplius Wealth Advisors
Pennsylvania
$15.2M -$77.9K -563 -0.5%
RWP
77
RWA Wealth Partners
Massachusetts
$14.9M -$769K -5,562 -5%
VFPW
78
Vantage Financial Partners (Wisconsin)
Wisconsin
$14.8M +$506K +3,657 +3%
BWM
79
Birchcreek Wealth Management
Ohio
$14.3M +$1.38M +9,994 +10%
Goldman Sachs
80
Goldman Sachs
New York
$14M +$3.98M +28,807 +35%
CWA
81
Canvas Wealth Advisors
Kansas
$13.2M -$80.6K -583 -0.5%
GFG
82
Goldstone Financial Group
Illinois
$13.1M +$1.02M +7,350 +8%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$13M +$51K +369 +0.4%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$13M -$8.42M -60,904 -37%
CIA
85
Concurrent Investment Advisors
Florida
$12.9M +$1.05M +7,560 +8%
IWC
86
Integrated Wealth Concepts
Massachusetts
$12.9M -$4.51M -32,648 -24%
RWPA
87
Richard W. Paul & Associates
Michigan
$12.7M -$464K -3,357 -3%
FFS
88
Founders Financial Securities
Maryland
$12.6M +$214K +1,544 +2%
FFG
89
Fortress Financial Group
Minnesota
$12.2M +$421K +3,046 +3%
HI
90
Horizon Investments
North Carolina
$12.1M +$32.9K +238 +0.2%
Truist Financial
91
Truist Financial
North Carolina
$12M +$46.3K +335 +0.4%
PIAS
92
PCA Investment Advisory Services
Ohio
$12M +$428K +3,092 +3%
BC
93
Brio Consultants
California
$12M +$116K +839 +0.9%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$11.7M -$1.71M -12,365 -12%
RBWA
95
RFG - Bristol Wealth Advisors
Massachusetts
$11.6M -$359K -2,599 -3%
OIA
96
OneDigital Investment Advisors
Kansas
$11.5M -$329K -2,377 -3%
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$11.3M -$811K -5,865 -6%
FC
98
Financial Council
Maryland
$11M -$225K -1,624 -2%
IWMWV
99
Ironwood Wealth Management (West Virginia)
West Virginia
$11M -$257K -1,857 -2%
SC
100
Savant Capital
Illinois
$10.8M -$2.17M -15,707 -16%

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.