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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$10.5M -$218K -1,575 -2%
IWM
102
IHT Wealth Management
Illinois
$10.4M +$610K +4,414 +6%
CFG
103
Cosner Financial Group
Colorado
$10.2M +$1.35M +9,740 +14%
QC
104
Quent Capital
New York
$10.1M -$469K -3,395 -4%
UCFA
105
United Capital Financial Advisors
Texas
$10.1M -$1.43M -10,356 -12%
Creative Planning
106
Creative Planning
Kansas
$9.96M +$1.29M +9,356 +14%
SWP
107
Stratos Wealth Partners
Ohio
$9.72M -$156K -1,128 -1%
VA
108
VestGen Advisors
Illinois
$9.6M +$10.4M +75,557 New
AWMT
109
AAFMAA Wealth Management & Trust
North Carolina
$9.08M -$394K -2,852 -4%
TFS
110
Thoroughbred Financial Services
Tennessee
$8.9M -$64.2K -464 -0.7%
MSFS
111
Main Street Financial Solutions
Pennsylvania
$8.9M +$1.6M +11,584 +20%
Comerica Bank
112
Comerica Bank
Texas
$8.78M +$83.1K +601 +0.9%
BAM
113
BOS Asset Management
Illinois
$8.69M -$65.5K -474 -0.7%
KPWS
114
Kestra Private Wealth Services
Texas
$8.66M -$34K -246 -0.4%
GSIS
115
Global Strategic Investment Solutions
Arizona
$8.62M -$5.81K -42 -0.1%
Mariner
116
Mariner
Kansas
$8M +$878K +6,347 +11%
Charles Schwab
117
Charles Schwab
California
$7.72M -$676K -4,891 -7%
CAM
118
Cresset Asset Management
Illinois
$7.67M +$1.11K +8 +0%
SCP
119
Stevens Capital Partners
Nebraska
$7.66M -$54.5K -394 -0.6%
PWA
120
Phoenix Wealth Advisors
North Carolina
$7.17M +$818K +5,915 +12%
IA
121
IFG Advisory
Georgia
$7.03M -$170K -1,226 -2%
IC
122
Iconiq Capital
California
$6.84M +$7.45M +53,853 New
MWA
123
Motive Wealth Advisors
Michigan
$6.63M -$789K -5,705 -10%
LSL
124
Legacy Solutions LLC
Pennsylvania
$6.52M +$138K +999 +2%
SWAG
125
Spectrum Wealth Advisory Group
California
$6.45M +$3.46K +25 +0%

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.