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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
1WM
151
1900 Wealth Management
Texas
$5.66M -$216K -1,594 -4%
GRP
152
Global Retirement Partners
California
$5.58M +$5.03M +37,130 New
FHC
153
First Heartland Consultants
Missouri
$5.55M -$94.1K -694 -2%
AP
154
Americana Partners
Texas
$5.39M +$4.86M +35,863 New
VA
155
Vident Advisory
Georgia
$5.39M +$239K +1,762 +5%
CA
156
Cornerstone Advisory
Maryland
$5.21M -$16.9K -125 -0.4%
PCM
157
Parsons Capital Management
Rhode Island
$5.17M -$22.1K -163 -0.5%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$5.16M -$40.9K -302 -0.9%
GC
159
Garde Capital
Washington
$5.02M +$21.1K +156 +0.5%
CM
160
Columbus Macro
Pennsylvania
$4.95M -$589K -4,348 -12%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$4.94M +$94.2K +695 +2%
M&T Bank
162
M&T Bank
New York
$4.88M +$179K +1,324 +4%
MP
163
McDonald Partners
Ohio
$4.82M
DADC
164
D.A. Davidson & Co
Montana
$4.8M +$708K +5,226 +20%
WPWM
165
Windward Private Wealth Management
Kansas
$4.8M +$75K +553 +2%
EFS
166
Essex Financial Services
Connecticut
$4.62M +$59.8K +441 +1%
GVAG
167
Great Valley Advisor Group
Delaware
$4.6M +$573K +4,228 +16%
SFPG
168
Stonebridge Financial Planning Group
Florida
$4.57M -$69.7K -514 -2%
US Bancorp
169
US Bancorp
Minnesota
$4.48M -$393K -2,900 -9%
WP
170
WealthShield Partners
North Carolina
$4.42M +$8.13K +60 +0.2%
AWM
171
AE Wealth Management
Kansas
$4.4M -$242K -1,788 -6%
TIAA Trust, National Association
172
TIAA Trust, National Association
North Carolina
$4.39M -$16.9K -125 -0.4%
RWA
173
Rooted Wealth Advisors
Illinois
$4.37M +$890K +6,569 +29%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$4.32M +$168K +1,238 +5%
NCM
175
Neumann Capital Management
California
$4.2M -$67.8K -500 -2%

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.