iShares Core S&P U.S. Growth

IUSG • NASDAQ

iShares Core S&P U.S. Growth is an exchange-traded fund on NASDAQ. As of Q3 2025, 799 institutional investors hold shares in this ETF, with total holdings valued at $18.9B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $6.9B.

Overview

Overview of institutional ownership in IUSG as of Q3 2025

All Institutions

Institutions: 799
Value Held: $18.9B
Shares Held: 115.0M
Avg Position: $23.7M
Median Position: $686.9K

Hedge Funds

Hedge Funds: 9
Value Held: $27.0M
Shares Held: 163.9K
Avg Position: $3.0M
Median Position: $2.6M

Biggest Investors

Institutions with the largest positions in IUSG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$6.9B 0.51% of portfolio	41.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
L LPL Financial LLC Institution	-	$2.3B 0.68% of portfolio	14.0M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$2.3B 0.14% of portfolio	14.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
J JONES FINANCIAL COMPANIES LLLP Institution	-	$854.8M 0.58% of portfolio	5.2M shares	≤ Q2 2013 Held for 12y 5m+	$146.70B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$370.4M 0.11% of portfolio	2.3M shares	Q4 2014 Held for 10y 11m	$341.99B
R Ronald Blue Trust, Inc. Institution	-	$315.3M 3.54% of portfolio	1.9M shares	Q2 2022 Held for 3y 5m	$8.9B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$264.4M 0.02% of portfolio	1.6M shares	Q1 2016 Held for 9y 8m	$1.56T
Merit Financial Group, LLC RIA/Wealth	Rick Lee Kent CEO	$232.4M 2.17% of portfolio	1.4M shares	Q2 2022 Held for 3y 5m	$10.7B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$216.5M 0.07% of portfolio	1.3M shares	Q4 2024 Held for 11 months	$310.43B
UBS Group AG Institution	Sergio P. Ermotti CEO	$196.8M 0.04% of portfolio	1.2M shares	Q4 2014 Held for 10y 11m	$511.54B

Net Capital Flow

Institutional buying and selling activity for IUSG in Q3 2025

Traded: −$358.3M
Buyers: 325
Sellers: 291
Total Bought: +$414.0M
Total Sold: −$772.3M
Avg Position: $22.5M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$64.0M +389.2K shares	$2.3B 14.0M shares
T Tennessee Valley Asset Management Partners Institution	+$56.5M +343.5K shares	$56.5M 343.5K shares
Cetera Investment Advisers RIA/Wealth	+$34.5M +209.4K shares	$102.9M 625.1K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$33.1M +201.0K shares	$370.4M 2.3M shares
Empowered Funds, LLC ETF Provider	+$17.8M +108.1K shares	$17.8M 108.1K shares
JPMORGAN CHASE & CO Institution	+$16.0M +97.2K shares	$264.4M 1.6M shares
NGAM ADVISORS, L.P. Long Only Manager	+$14.0M +85.1K shares	$127.2M 772.8K shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	+$13.3M +80.7K shares	$142.4M 865.7K shares
R RMB Capital Management, LLC RIA/Wealth	+$13.0M +78.7K shares	$22.3M 135.8K shares
Kestra Investment Management, LLC Long Only Manager	+$10.5M +63.7K shares	$132.5M 805.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
BANK OF AMERICA CORP /DE/ Institution	−$297.9M −1.8M shares	$6.9B 41.7M shares
J JONES FINANCIAL COMPANIES LLLP Institution	−$152.5M −933.6K shares	$854.8M 5.2M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$56.7M −376.7K shares	Sold Off 0 shares
Merit Financial Group, LLC RIA/Wealth	−$21.0M −127.4K shares	$232.4M 1.4M shares
Financial Advocates Investment Management RIA/Wealth	−$20.8M −138.4K shares	Sold Off 0 shares
CX Institutional RIA/Wealth	−$16.9M −102.9K shares	$58.8M 357.6K shares
Gallagher Fiduciary Advisors, LLC Pension/Endowment	−$14.2M −86.3K shares	$9.0M 54.7K shares
Amplius Wealth Advisors, LLC RIA/Wealth	−$12.4M −75.1K shares	$7.2M 43.6K shares
RFG - Bristol Wealth Advisors, LLC RIA/Wealth	−$11.2M −68.2K shares	$4.3M 26.1K shares
UBS Group AG Institution	−$10.9M −66.4K shares	$196.8M 1.2M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IUSG in Q3 2025

New Positions: 36
New Value: $7.8M
Exited Positions: 41
Exited Value: $104.5M

New Positions

Institution	Position Value
NTV ASSET MANAGEMENT LLC RIA/Wealth	$998.4K 6.1K shares
E Elm Partners Management LLC Institution	$686.9K 4.2K shares
Fidelis Capital Partners, LLC RIA/Wealth	$432.7K 2.6K shares
Miracle Mile Advisors, LLC RIA/Wealth	$412.7K 2.5K shares
Touchstone Capital, Inc. RIA/Wealth	$355.9K 2.2K shares
V Vise Technologies, Inc. Institution	$295.3K 1.8K shares
Headland Capital, LLC RIA/Wealth	$284.3K 1.7K shares
C CARY STREET PARTNERS FINANCIAL LLC Institution	$275.4K 1.7K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$254.4K 1.5K shares
Global Assets Advisory, LLC RIA/Wealth	$243.4K 1.5K shares

Exited Positions

Institution	Previous Position
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$56.7M 376.7K shares
Financial Advocates Investment Management RIA/Wealth	$20.8M 138.4K shares
Ethos Financial Group, LLC RIA/Wealth	$7.1M 46.9K shares
Tradewinds, LLC. RIA/Wealth	$6.2M 41.1K shares
Marshall Wace LLP Institution	$2.0M 13.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.9M 12.4K shares
Sand Hill Global Advisors, LLC RIA/Wealth	$1.6M 10.4K shares
SRS Capital Advisors, Inc. RIA/Wealth	$1.4M 9.4K shares
Optivise Advisory Services LLC RIA/Wealth	$1.0M 6.9K shares
Wealthquest Corp RIA/Wealth	$738.9K 4.9K shares

Options Activity

Institutions with the largest Call and Put options positions in IUSG as of Q3 2025

Call Positions: 1
Call Value: $575.9K
Put Positions: 1
Put Value: $575.9K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$575.9K 35.0 contracts

Put Positions

Institution	Position Value
WELLS FARGO & COMPANY/MN Institution	$575.9K 35.0 contracts

Most Committed Institutions

Institutions with IUSG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
HILLTOP WEALTH ADVISORS, LLC RIA/Wealth	Russell Stephen Eriksen Managing Partner	20.70% $39.7M	241.4K shares	Q2 2022 Held for 3y 5m	$191.9M
Tanglewood Legacy Advisors, LLC RIA/Wealth	Kevin Bruce Roth CEO	20.28% $52.5M	319.1K shares	Q4 2022 Held for 2y 11m	$258.9M
Cardinal Strategic Wealth Guidance RIA/Wealth	Adrianne Sanders Yamaki Managing Partner	14.87% $54.7M	332.7K shares	Q4 2019 Held for 5y 11m	$368.1M
Aurdan Capital Management, LLC RIA/Wealth	Robert F Stiles Owner	14.31% $45.0M	273.4K shares	Q4 2024 Held for 11 months	$314.4M
Veracity Capital LLC RIA/Wealth	Kevin Scott Gray CEO	13.35% $41.5M	252.0K shares	Q4 2019 Held for 5y 11m	$310.5M
Madison Wealth Partners, Inc RIA/Wealth	Mark Peter Mcfarland CEO	12.79% $64.7M	393.0K shares	Q4 2020 Held for 4y 11m	$505.5M
FORTRESS FINANCIAL GROUP, LLC RIA/Wealth	Daniel Edward Langworthy Founder	11.79% $15.0M	91.3K shares	Q4 2024 Held for 11 months	$127.5M
NorthStar Asset Management LLC /NJ/ RIA/Wealth	Andrew Jameson Peters CEO	10.36% $21.4M	130.0K shares	Q4 2023 Held for 1y 11m	$206.6M
Birchcreek Wealth Management, LLC RIA/Wealth	Daniel A Johnson Managing Partner	10.24% $19.8M	120.5K shares	Q4 2020 Held for 4y 11m	$193.5M
DDFG, Inc RIA/Wealth	David Patrick Harrington Partner	10.02% $43.4M	263.8K shares	Q4 2022 Held for 2y 11m	$433.0M