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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

785 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, 260 increasing their positions, 241 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+42
Holders Change %
+5.65%
% of All Funds
10.52%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
0.72%
New
99
Increased
260
Reduced
241
Closed
45
Calls
$1.43M
Puts
–
Net Calls
+$1.43M
Net Calls Change
+$1.43M

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$102M
2
LPL Financial
LPL Financial
California
+$84.9M
3
Morgan Stanley
Morgan Stanley
New York
+$69.1M
4
MFG
Merit Financial Group
Georgia
+$63M
5
Fidelity International
Fidelity International
Bermuda
+$62M

Top Sellers

1
IFA
Independence Financial Advisors
New Hampshire
-$63.1M
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$47.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$34.4M
4
CFG
Citizens Financial Group
Rhode Island
-$19.3M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
176
Aspiriant LLC
California
$4.18M – – –
GP
177
Greenline Partners
New York
$4.15M +$837K +5,564 +25%
CPIA
178
Cornell Pochily Investment Advisors
New York
$4.13M +$210K +1,394 +5%
NWWA
179
New Wave Wealth Advisors
Arkansas
$4.06M +$91K +605 +2%
CIAS
180
Capital Investment Advisory Services
North Carolina
$3.95M -$23.3K -155 -0.6%
JFG
181
JMG Financial Group
Illinois
$3.94M – – –
MT
182
Midwest Trust
Kansas
$3.91M +$3.91M +26,003 New
GSWM
183
Golden State Wealth Management
California
$3.78M -$251K -1,669 -6%
WWM
184
Western Wealth Management
Colorado
$3.75M -$336K -2,234 -8%
BWA
185
Beam Wealth Advisors
Louisiana
$3.69M -$344K -2,290 -9%
OFG
186
Omega Financial Group
California
$3.67M +$119K +790 +3%
CTC
187
Central Trust Company
Missouri
$3.62M -$15.9K -106 -0.4%
CCM
188
Colorado Capital Management
Colorado
$3.53M -$57.9K -385 -2%
ECA
189
Elevation Capital Advisory
Oregon
$3.53M +$3.53M +23,453 New
IC
190
IEQ Capital
California
$3.51M -$853K -5,672 -20%
HWM
191
HB Wealth Management
Georgia
$3.51M -$241K -1,602 -6%
KAM
192
Knightsbridge Asset Management
California
$3.43M +$338K +2,250 +11%
WHCFA
193
William Howard & Co Financial Advisors
Tennessee
$3.39M – – –
VFS
194
Valpey Financial Services
New Hampshire
$3.36M +$3.36M +22,329 New
SFO
195
Stokes Family Office
Louisiana
$3.36M +$178K +1,184 +6%
B
196
Bailard
California
$3.31M +$5.11K +34 +0.2%
CWMK
197
Caliber Wealth Management (Kansas)
Kansas
$3.3M -$168K -1,117 -5%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$3.2M +$81.2K +540 +3%
EW
199
Evoke Wealth
California
$3.17M – – –
ES
200
Eagle Strategies
New York
$3.17M +$230K +1,532 +8%
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