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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
AWS
126
Atria Wealth Solutions
New York
$6.4M +$593K +4,288 +9%
BNMT
127
Bawa N Mallick Trust
New York
$6.37M
TPCW
128
TD Private Client Wealth
New York
$6.3M +$1.3M +9,424 +23%
PWM
129
Perigon Wealth Management
California
$6.29M -$1.46M -10,567 -18%
NA
130
NewEdge Advisors
Louisiana
$5.37M +$135K +978 +2%
IAS
131
Investment Advisory Services
Texas
$5.24M +$284K +2,053 +5%
FFG
132
Foundry Financial Group
New Hampshire
$5.23M +$105K +760 +2%
Lido Advisors
133
Lido Advisors
California
$5.11M -$134K -970 -2%
TPW
134
Transatlantique Private Wealth
New York
$5.02M -$18.7K -135 -0.3%
CCM
135
Coldstream Capital Management
Washington
$5M -$404K -2,923 -7%
1WM
136
1900 Wealth Management
Texas
$4.99M -$38.3K -277 -0.7%
WHG
137
Westwood Holdings Group
Texas
$4.98M -$533K -3,857 -9%
RWA
138
Redhawk Wealth Advisors
Minnesota
$4.94M -$102K -738 -2%
AWM
139
Able Wealth Management
New Jersey
$4.92M -$14.9K -108 -0.3%
RA
140
RFG Advisory
Alabama
$4.9M -$82.8K -599 -2%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$4.86M +$52.7K +381 +1%
FHC
142
First Heartland Consultants
Missouri
$4.78M -$33.5K -242 -0.6%
CM
143
Columbus Macro
Pennsylvania
$4.74M +$74.9K +542 +1%
CA
144
Cornerstone Advisory
Maryland
$4.58M -$48.7K -352 -1%
EWM
145
Endowment Wealth Management
Wisconsin
$4.53M +$649K +4,695 +15%
SSWG
146
Seven Springs Wealth Group
Tennessee
$4.42M +$1.49M +10,800 +45%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$4.4M +$201K +1,456 +4%
PCM
148
Parsons Capital Management
Rhode Island
$4.39M +$334K +2,412 +8%
VA
149
Vident Advisory
Georgia
$4.33M +$325K +2,351 +7%
MWA
150
Merkkuri Wealth Advisors
New York
$4.32M +$192K +1,392 +4%

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.