IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

785 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, 260 increasing their positions, 241 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+42
Holders Change %
+5.65%
% of All Funds
10.53%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
0.72%
New
99
Increased
260
Reduced
241
Closed
45
Calls
$1.43M
Puts
–
Net Calls
+$1.43M
Net Calls Change
+$1.43M

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$102M
2
LPL Financial
LPL Financial
California
+$84.9M
3
Morgan Stanley
Morgan Stanley
New York
+$69.1M
4
MFG
Merit Financial Group
Georgia
+$63M
5
Fidelity International
Fidelity International
Bermuda
+$62M

Top Sellers

1
IFA
Independence Financial Advisors
New Hampshire
-$63.1M
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$47.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$34.4M
4
CFG
Citizens Financial Group
Rhode Island
-$19.3M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWAG
126
Spectrum Wealth Advisory Group
California
$7.64M +$3.76K +25 +0%
PWM
127
Perigon Wealth Management
California
$7.62M +$181K +1,204 +2%
Jane Street
128
Jane Street
New York
$7.52M +$7.52M +49,986 New
WA
129
Win Advisors
Florida
$7.19M +$7.19M +47,824 New
AWMT
130
AAFMAA Wealth Management & Trust
North Carolina
$7.16M -$3.59M -23,863 -33%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$7.15M +$1.39M +9,236 +24%
EFG
132
Ethos Financial Group
Pennsylvania
$7.05M +$7.05M +46,879 New
PWA
133
Phoenix Wealth Advisors
North Carolina
$7.04M -$1.45M -9,661 -17%
TFS
134
Thoroughbred Financial Services
Tennessee
$7.01M -$3.53M -23,466 -33%
Charles Schwab
135
Charles Schwab
California
$6.78M -$2.35M -15,634 -26%
NA
136
NewEdge Advisors
Louisiana
$6.63M +$277K +1,842 +4%
TPW
137
Transatlantique Private Wealth
New York
$6.32M +$379K +2,520 +6%
IAS
138
Investment Advisory Services
Texas
$6.27M +$61.5K +409 +1%
EWM
139
Endowment Wealth Management
Wisconsin
$6.24M +$879K +5,843 +16%
MWA
140
Merkkuri Wealth Advisors
New York
$6.19M +$1.08M +7,156 +21%
TL
141
Tradewinds LLC
North Carolina
$6.19M +$6.19M +41,143 New
FFG
142
Foundry Financial Group
New Hampshire
$6.17M -$24.2K -161 -0.4%
SSWG
143
Seven Springs Wealth Group
Tennessee
$6.07M +$844K +5,614 +16%
RA
144
RFG Advisory
Alabama
$5.96M +$168K +1,114 +3%
AWM
145
Able Wealth Management
New Jersey
$5.95M +$128K +849 +2%
WHG
146
Westwood Holdings Group
Texas
$5.78M -$114K -756 -2%
Lido Advisors
147
Lido Advisors
California
$5.76M -$288K -1,916 -5%
CCM
148
Coldstream Capital Management
Washington
$5.73M -$184K -1,221 -3%
1WM
149
1900 Wealth Management
Texas
$5.66M -$240K -1,594 -4%
GRP
150
Global Retirement Partners
California
$5.58M +$5.58M +37,130 New
4 5
6
7 8