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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
GC
151
Garde Capital
Washington
$4.22M +$1.22M +8,811 +36%
US Bancorp
152
US Bancorp
Minnesota
$4.16M -$350K -2,530 -7%
ClearBridge Investments
153
ClearBridge Investments
New York
$4.15M +$175K +1,266 +4%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$4.09M +$87.7K +634 +2%
MP
155
McDonald Partners
Ohio
$4.07M +$4.56K +33 +0.1%
WPWM
156
Windward Private Wealth Management
Kansas
$3.98M -$25.9K -187 -0.6%
Two Sigma Investments
157
Two Sigma Investments
New York
$3.96M -$651K -4,706 -13%
M&T Bank
158
M&T Bank
New York
$3.95M -$656K -4,747 -13%
AWM
159
AE Wealth Management
Kansas
$3.94M +$1.03M +7,470 +32%
SFPG
160
Stonebridge Financial Planning Group
Florida
$3.93M -$184K -1,330 -4%
EFS
161
Essex Financial Services
Connecticut
$3.85M +$78.8K +570 +2%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$3.76M +$288K +2,086 +8%
WP
163
WealthShield Partners
North Carolina
$3.73M +$929K +6,721 +30%
TIAA Trust, National Association
164
TIAA Trust, National Association
North Carolina
$3.73M +$31.4K +227 +0.8%
IC
165
IEQ Capital
California
$3.69M +$1.23M +8,890 +44%
NCM
166
Neumann Capital Management
California
$3.61M -$223K -1,610 -5%
AL
167
Aspiriant LLC
California
$3.53M
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$3.52M +$109K +790 +3%
GP
169
Greenline Partners
New York
$3.5M -$769K -5,564 -20%
FPW
170
Flagship Private Wealth
Massachusetts
$3.5M -$120K -871 -3%
WWM
171
Western Wealth Management
Colorado
$3.46M -$193K -1,398 -5%
Allspring Global Investments
172
Allspring Global Investments
North Carolina
$3.44M +$2.44M +17,638 +192%
GSWM
173
Golden State Wealth Management
California
$3.41M -$141K -1,021 -4%
BWA
174
Beam Wealth Advisors
Louisiana
$3.41M -$11.6K -84 -0.3%
DADC
175
D.A. Davidson & Co
Montana
$3.39M +$299K +2,163 +9%

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.