IUSG icon

iShares Core S&P US Growth ETF

859 hedge funds and large institutions have $20.3B invested in iShares Core S&P US Growth ETF in 2025 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 260 increasing their positions, 275 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.38% more ownership

Funds ownership: 74.32%78.7% (+4.4%)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

5% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 275

Holders
859
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$806K
Puts
$17K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Cornerstone Advisory
Maryland
$6.15M
FHC
152
First Heartland Consultants
Missouri
$6.07M
CCM
153
Coldstream Capital Management
Washington
$6.07M
VA
154
Vident Advisory
Georgia
$6M
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$5.96M
PCM
156
Parsons Capital Management
Rhode Island
$5.96M
Lido Advisors
157
Lido Advisors
California
$5.93M
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$5.82M
AP
159
Americana Partners
Texas
$5.79M
1WM
160
1900 Wealth Management
Texas
$5.73M
Charles Schwab
161
Charles Schwab
California
$5.72M
Deutsche Bank
162
Deutsche Bank
Germany
$5.7M
DADC
163
D.A. Davidson & Co
Montana
$5.68M
EWM
164
Endowment Wealth Management
Wisconsin
$5.58M
MP
165
McDonald Partners
Ohio
$5.38M
RWA
166
Rooted Wealth Advisors
Illinois
$5.2M
BPA
167
Beacon Pointe Advisors
California
$5.14M
EFS
168
Essex Financial Services
Connecticut
$5.07M
TIAA Trust, National Association
169
TIAA Trust, National Association
North Carolina
$5.01M
M&T Bank
170
M&T Bank
New York
$5.01M
SFPG
171
Stonebridge Financial Planning Group
Florida
$5.01M
WPWM
172
Windward Private Wealth Management
Kansas
$5.01M
GC
173
Garde Capital
Washington
$5M
WP
174
WealthShield Partners
North Carolina
$4.89M
GVAG
175
Great Valley Advisor Group
Delaware
$4.88M