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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
CIAS
176
Capital Investment Advisory Services
North Carolina
$3.36M -$27.1K -196 -0.7%
NWWA
177
New Wave Wealth Advisors
Arkansas
$3.35M -$558K -4,038 -13%
GVAG
178
Great Valley Advisor Group
Delaware
$3.35M +$459K +3,321 +14%
JFG
179
JMG Financial Group
Illinois
$3.33M
CPIA
180
Cornell Pochily Investment Advisors
New York
$3.32M +$147K +1,061 +4%
FCI
181
Financial Counselors Inc
Kansas
$3.3M +$18.4K +133 +0.5%
AFM
182
Armstrong Fleming & Moore
District of Columbia
$3.19M +$3.47M +25,126 New
HWM
183
HB Wealth Management
Georgia
$3.17M -$145K -1,050 -4%
CRC
184
Curi RMB Capital
Illinois
$3.08M +$3.35M +24,231 New
CTC
185
Central Trust Company
Missouri
$3.07M +$3.87K +28 +0.1%
CCM
186
Colorado Capital Management
Colorado
$3.03M -$293K -2,118 -8%
OFG
187
Omega Financial Group
California
$3M -$32.9K -238 -1%
IFG
188
Independent Financial Group
California
$2.93M +$16.7K +121 +0.5%
CWMK
189
Caliber Wealth Management (Kansas)
Kansas
$2.93M +$3.19M +23,082 New
WHCFA
190
William Howard & Co Financial Advisors
Tennessee
$2.87M
P
191
&Partners
Tennessee
$2.8M +$349K +2,522 +13%
B
192
Bailard
California
$2.8M -$425K -3,076 -12%
CG
193
Caprock Group
Idaho
$2.77M +$595K +4,301 +25%
SFO
194
Stokes Family Office
Louisiana
$2.68M -$74.7K -540 -2%
EW
195
Evoke Wealth
California
$2.68M
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$2.64M -$165K -1,194 -5%
KAM
197
Knightsbridge Asset Management
California
$2.61M -$130K -939 -4%
RWA
198
Rooted Wealth Advisors
Illinois
$2.57M +$132K +956 +4%
ES
199
Eagle Strategies
New York
$2.48M +$108K +779 +4%
TW
200
Traveka Wealth
California
$2.46M +$138 +1 +0%

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.