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iShares Core S&P US Growth ETF

793 hedge funds and large institutions have $17.9B invested in iShares Core S&P US Growth ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 261 increasing their positions, 247 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

22% more capital invested

Capital invested by funds: $14.7B → $17.9B (+$3.19B)

12% more funds holding in top 10

Funds holding in top 10: 4955 (+6)

6% more funds holding

Funds holding: 751793 (+42)

6% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 247

0.87% more ownership

Funds ownership: 75.81%76.69% (+0.87%)

Holders
793
Holders Change
+42
Holders Change %
+5.59%
% of All Funds
10.44%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.72%
New
99
Increased
261
Reduced
247
Closed
49
Calls
$1.43M
Puts
Net Calls
+$1.43M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
LSL
126
Legacy Solutions LLC
Pennsylvania
$7.86M +$126K +928 +2%
SWAG
127
Spectrum Wealth Advisory Group
California
$7.64M +$3.39K +25 +0%
PWM
128
Perigon Wealth Management
California
$7.62M +$163K +1,204 +2%
BNMT
129
Bawa N Mallick Trust
New York
$7.54M
Jane Street
130
Jane Street
New York
$7.52M +$6.78M +49,986 New
WA
131
Win Advisors
Florida
$7.19M +$6.48M +47,824 New
AWMT
132
AAFMAA Wealth Management & Trust
North Carolina
$7.16M -$3.23M -23,863 -33%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$7.14M +$1.25M +9,236 +24%
EFG
134
Ethos Financial Group
Pennsylvania
$7.05M +$6.35M +46,879 New
PWA
135
Phoenix Wealth Advisors
North Carolina
$7.04M -$1.31M -9,661 -17%
TFS
136
Thoroughbred Financial Services
Tennessee
$7.01M -$3.18M -23,466 -33%
Charles Schwab
137
Charles Schwab
California
$6.78M -$2.12M -15,634 -26%
NA
138
NewEdge Advisors
Louisiana
$6.63M +$250K +1,842 +4%
TPW
139
Transatlantique Private Wealth
New York
$6.32M +$342K +2,520 +6%
IAS
140
Investment Advisory Services
Texas
$6.27M +$55.4K +409 +1%
EWM
141
Endowment Wealth Management
Wisconsin
$6.24M +$792K +5,843 +16%
MWA
142
Merkkuri Wealth Advisors
New York
$6.19M +$970K +7,156 +21%
TL
143
Tradewinds LLC
North Carolina
$6.19M +$5.58M +41,143 New
FFG
144
Foundry Financial Group
New Hampshire
$6.17M -$21.8K -161 -0.4%
SSWG
145
Seven Springs Wealth Group
Tennessee
$6.07M +$761K +5,614 +16%
RA
146
RFG Advisory
Alabama
$5.96M +$151K +1,114 +3%
AWM
147
Able Wealth Management
New Jersey
$5.95M +$115K +849 +2%
WHG
148
Westwood Holdings Group
Texas
$5.78M -$102K -756 -2%
Lido Advisors
149
Lido Advisors
California
$5.76M -$260K -1,916 -5%
CCM
150
Coldstream Capital Management
Washington
$5.73M -$166K -1,221 -3%

IUSG Hedge Fund Activity: Q2 2025 in Review

793 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2025, worth a combined $17.9B — up 22% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new IUSG positions and 49 closed out — a net gain of 50 holders — while 261 added to existing stakes and 247 trimmed.

The largest buyer was Kestra Investment Management, adding an estimated $101M. The largest seller was Independence Financial Advisors, cutting an estimated $56.9M.

  • 793 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2025, up from 751 in Q1 2025.
  • Funds reported $17.9B of iShares Core S&P US Growth ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 99 funds opened new iShares Core S&P US Growth ETF positions in Q2 2025 and 49 closed out, a net change of +50 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2025 was Kestra Investment Management, an estimated $101M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2025 was Independence Financial Advisors, an estimated $56.9M sold.

Based on aggregated 13F filings for Q2 2025.