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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
FPW
176
Flagship Private Wealth
Massachusetts
$4.19M +$49.1K +362 +1%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$4.18M -$243K -1,791 -6%
AL
178
Aspiriant LLC
California
$4.18M
GP
179
Greenline Partners
New York
$4.15M +$754K +5,564 +25%
CPIA
180
Cornell Pochily Investment Advisors
New York
$4.13M +$189K +1,394 +5%
NWWA
181
New Wave Wealth Advisors
Arkansas
$4.06M +$82K +605 +2%
CIAS
182
Capital Investment Advisory Services
North Carolina
$3.95M -$21K -155 -0.6%
JFG
183
JMG Financial Group
Illinois
$3.94M
MT
184
Midwest Trust
Kansas
$3.91M +$3.52M +26,003 New
GSWM
185
Golden State Wealth Management
California
$3.78M -$226K -1,669 -6%
WWM
186
Western Wealth Management
Colorado
$3.75M -$303K -2,234 -8%
BWA
187
Beam Wealth Advisors
Louisiana
$3.69M -$310K -2,290 -9%
OFG
188
Omega Financial Group
California
$3.67M +$107K +790 +3%
CTC
189
Central Trust Company
Missouri
$3.62M -$14.4K -106 -0.4%
IFG
190
Independent Financial Group
California
$3.57M +$91.1K +672 +3%
CCM
191
Colorado Capital Management
Colorado
$3.53M -$52.2K -385 -2%
ECA
192
Elevation Capital Advisory
Oregon
$3.53M +$3.18M +23,453 New
IC
193
IEQ Capital
California
$3.51M -$769K -5,672 -20%
HWM
194
HB Wealth Management
Georgia
$3.51M -$217K -1,602 -6%
KAM
195
Knightsbridge Asset Management
California
$3.43M +$305K +2,250 +11%
WHCFA
196
William Howard & Co Financial Advisors
Tennessee
$3.39M
VFS
197
Valpey Financial Services
New Hampshire
$3.36M +$3.03M +22,329 New
SFO
198
Stokes Family Office
Louisiana
$3.36M +$161K +1,184 +6%
B
199
Bailard
California
$3.31M +$4.61K +34 +0.2%
CWMK
200
Caliber Wealth Management (Kansas)
Kansas
$3.3M -$151K -1,117 -5%

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.