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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
Bank of America
1
Bank of America
North Carolina
$6.54B +$47.3M +348,725 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$2.11B +$62.3M +459,488 +3%
LPL Financial
3
LPL Financial
California
$2.05B +$76.6M +564,793 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$922M +$10M +73,902 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$308M +$4.39M +32,376 +2%
BTI
6
Blue Trust Inc
Georgia
$297M +$12.2M +90,129 +5%
MFG
7
Merit Financial Group
Georgia
$232M +$56.8M +418,656 +37%
JP Morgan Chase
8
JP Morgan Chase
New York
$227M -$1.25M -9,206 -0.6%
KIM
9
Kestra Investment Management
Texas
$222M +$101M +741,665 +85%
Raymond James Financial
10
Raymond James Financial
Florida
$198M +$9.9M +73,036 +6%
UBS Group
11
UBS Group
Switzerland
$190M -$1.06M -7,787 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$179M -$31M -228,898 -16%
Wells Fargo
13
Wells Fargo
California
$167M +$971K +7,161 +0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$155M +$11.9M +87,420 +9%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$118M -$170K -1,254 -0.2%
FWI
16
Facet Wealth Inc
Maryland
$110M +$5.02M +36,997 +6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$107M -$3.31M -24,450 -3%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$103M +$596K +4,399 +0.6%
BEI
19
Benjamin Edwards Inc
Missouri
$98.6M +$3.6M +26,570 +4%
HighTower Advisors
20
HighTower Advisors
Illinois
$85.3M +$1.71M +12,627 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$74.8M +$2.21M +16,328 +3%
CFG
22
Citizens Financial Group
Rhode Island
$72.8M -$17.4M -128,046 -21%
AF
23
Allworth Financial
California
$69.4M -$675K -4,979 -1%
CI
24
CX Institutional
Indiana
$69.3M +$7.23M +53,301 +13%
Ameriprise
25
Ameriprise
Minnesota
$68.9M +$3.14M +23,170 +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.