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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
10.53%
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
$222M
2
LPL Financial
LPL Financial
California
$2.05B
3
Morgan Stanley
Morgan Stanley
New York
$2.11B
4
MFG
Merit Financial Group
Georgia
$232M
5
Fidelity International
Fidelity International
Bermuda
$62M

Top Sellers

1
IFA
Independence Financial Advisors
New Hampshire
$11.2M
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$179M
4
CFG
Citizens Financial Group
Rhode Island
$72.8M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.54B +$52.4M +348,725 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$2.11B +$69.1M +459,488 +3%
LPL Financial
3
LPL Financial
California
$2.05B +$84.9M +564,793 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$922M +$11.1M +73,902 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$308M +$4.87M +32,376 +2%
BTI
6
Blue Trust Inc
Georgia
$297M +$13.6M +90,129 +5%
MFG
7
Merit Financial Group
Georgia
$232M +$63M +418,656 +37%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$227M -$1.38M -9,206 -0.6%
KIM
9
Kestra Investment Management
Texas
$222M +$102M +741,665 +85%
Raymond James Financial
10
Raymond James Financial
Florida
$198M +$11M +73,036 +6%
UBS Group
11
UBS Group
Switzerland
$190M -$1.17M -7,787 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$179M -$34.4M -228,898 -16%
Wells Fargo
13
Wells Fargo
California
$167M +$1.08M +7,161 +0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$155M +$13.1M +87,420 +9%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$118M -$189K -1,254 -0.2%
FWI
16
Facet Wealth Inc
Maryland
$110M +$5.76M +36,997 +6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$107M -$3.69M -24,450 -3%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$103M +$662K +4,399 +0.6%
BEI
19
Benjamin Edwards Inc
Missouri
$98.6M +$4M +26,570 +4%
HighTower Advisors
20
HighTower Advisors
Illinois
$85.3M +$1.9M +12,627 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$74.8M +$2.46M +16,328 +3%
CFG
22
Citizens Financial Group
Rhode Island
$72.8M -$19.3M -128,046 -21%
AF
23
Allworth Financial
California
$69.4M -$749K -4,979 -1%
CI
24
CX Institutional
Indiana
$69.3M +$8.02M +53,301 +13%
Ameriprise
25
Ameriprise
Minnesota
$68.9M +$3.47M +23,170 +5%
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