IUSG — ISHARES CORE S&P U.S. GROWTH ETF
As of Q2 2026, 21 SEC-registered investment managers reported holding IUSG (ISHARES CORE S&P U.S. GROWTH ETF) in their latest 13F filings, with a combined reported value of $14.04B across 74.67M shares. That is +3.2% by share count (+2.30M shares) versus the previous quarter, while reported value moved +25.1%. Ownership is concentrated: the five largest holders account for 96.7% of reported value and the top ten for 99.7%.
Compared with the prior quarter, 3 opened new positions, 10 added to existing stakes, 5 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 53.52M | $10.07B | 0.67% | Add |
| Morgan Stanley history | Q2 2026 | 14.65M | $2.75B | 0.15% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.53M | $284.73M | 0.03% | New |
| UBS Group AG history | Q2 2026 | 1.31M | $245.90M | 0.03% | Reduce |
| PNC Financial Services history | Q2 2026 | 1.22M | $229.70M | 0.11% | Add |
| Wells Fargo & Co history | Q2 2026 | 1.13M | $212.73M | 0.04% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 697.29K | $131.15M | 0.01% | Hold |
| Fidelity International (FIL) history | Q4 2025 | 173.79K | $29.39M | 0.02% | Reduce |
| BNY Mellon history | Q2 2026 | 143.17K | $26.93M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 137.91K | $25.94M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 95.53K | $17.97M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 76.34K | $14.36M | 0.00% | Add |
| Polen Capital Management history | Q4 2022 | 135.87K | $11.08M | 0.03% | New |
| Amundi US history | Q1 2023 | 120.00K | $10.63M | 0.01% | Reduce |
| AQR Capital Management history | Q2 2026 | 50.63K | $9.52M | 0.00% | Add |
| Deutsche Bank AG history | Q2 2026 | 33.93K | $6.38M | 0.00% | Hold |
| Charles Schwab Investment Management history | Q2 2026 | 28.61K | $5.38M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 22.90K | $4.31M | 0.00% | Add |
| Prudential Financial history | Q3 2024 | 24.27K | $3.20M | 0.01% | Add |
| Marshall Wace history | Q2 2025 | 13.26K | $1.99M | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.53M sh · $284.73M
- Millennium Management 5.35K sh · $1.01M
- D. E. Shaw & Co 1.79K sh · $335.93K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 30.79M | 29.46M | 30.74M | 33.98M | 33.32M | 36.99M | 36.81M | 37.25M | 35.73M | 36.23M | 36.34M | 38.02M | 39.21M | 39.50M | 43.12M | 43.46M | 41.65M | 43.51M | 52.77M | 53.52M |
| Morgan Stanley | 5.51M | 5.78M | 6.74M | 7.23M | 7.51M | 8.24M | 9.05M | 9.72M | 11.14M | 11.28M | 11.52M | 12.85M | 13.13M | 13.02M | 13.59M | 14.05M | 14.02M | 14.01M | 14.55M | 14.65M |
| JPMorgan Chase & Co | 108.52K | 110.20K | 115.06K | 118.81K | 118.38K | 186.39K | 182.52K | 304.80K | 303.48K | 2.13M | 2.15M | 1.26M | 1.34M | 1.43M | 1.52M | 1.51M | 1.61M | 1.62M | — | 1.53M |
| UBS Group AG | 1.26M | 1.27M | 1.38M | 1.37M | 1.45M | 1.56M | 1.46M | 1.48M | 1.35M | 1.29M | 1.30M | 1.31M | 1.31M | 1.29M | 1.27M | 1.26M | 1.20M | 1.20M | 1.37M | 1.31M |
| PNC Financial Services | 1.01M | 1.02M | 946.78K | 932.99K | 934.75K | 920.30K | 932.54K | 899.26K | 882.01K | 851.69K | 845.04K | 836.42K | 789.99K | 774.03K | 786.28K | 785.03K | 865.74K | 1.01M | 1.11M | 1.22M |
| Wells Fargo & Co | 1.18M | 1.52M | 1.04M | 1.11M | 1.07M | 1.51M | 991.38K | 984.20K | 1.02M | 1.23M | 995.88K | 1.03M | 1.04M | 1.11M | 1.11M | 1.11M | 1.08M | 1.16M | 1.13M | 1.13M |
| Fidelity Management & Research (FMR) | 821.92K | 808.94K | 817.85K | 822.98K | 804.53K | 787.50K | 760.18K | 752.42K | 736.36K | 731.68K | 728.18K | 735.96K | 733.26K | 727.56K | 732.75K | 708.30K | 700.41K | 686.40K | 696.33K | 697.29K |
| BNY Mellon | 9.64K | 8.27K | 7.80K | 7.80K | 8.88K | 410.91K | 6.52K | 7.94K | 11.73K | 8.66K | 608.90K | 567.89K | 555.52K | 372.20K | 209.84K | 217.11K | 170.73K | 162.23K | 137.07K | 143.17K |
| Goldman Sachs Group | 187.00K | 125.99K | 151.69K | 94.83K | 88.32K | 97.18K | 105.31K | 110.36K | 113.68K | 259.92K | 102.45K | 82.56K | 99.50K | 81.30K | 110.11K | 111.44K | 139.41K | 139.71K | 133.16K | 137.91K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 218.50K | 155.74K | 132.16K | 89.75K | 100.57K | 99.51K | 98.04K | 95.53K |
| Northern Trust Corp | 21.44K | 21.21K | 20.73K | 20.72K | 20.85K | 18.22K | 18.38K | 18.11K | 18.63K | 18.52K | 18.94K | 25.15K | 19.74K | 19.48K | 19.08K | 20.30K | 18.25K | 18.90K | 18.84K | 76.34K |
| AQR Capital Management | — | — | — | — | — | — | — | 27.78K | 22.03K | 12.65K | — | — | — | — | — | 6.92K | 5.56K | 12.42K | 30.36K | 50.63K |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.93K | 33.93K | 33.93K | 33.93K | 33.93K |
| Charles Schwab Investment Management | 451.08K | 438.17K | 455.12K | 446.33K | 437.06K | 347.58K | 262.89K | 251.03K | 351.73K | 339.25K | 246.60K | 236.11K | 92.64K | 65.61K | 60.72K | 45.09K | 36.50K | 34.06K | 32.57K | 28.61K |
| Citadel Advisors | 131.04K | — | — | 4.70K | 5.70K | 18.39K | 26.46K | 16.76K | 5.70K | 21.55K | — | — | 2.60K | 34.59K | — | 9.50K | 24.40K | 4.70K | 3.40K | 22.90K |
| Citigroup Inc | 5.83K | 6.76K | 5.83K | 5.97K | 6.32K | 6.38K | 6.13K | 5.47K | 4.97K | 5.06K | 21.98K | 6.52K | 6.33K | 6.56K | 13.85K | 7.25K | 7.55K | 8.81K | 7.81K | 10.12K |
| Franklin Resources | — | — | — | 234 | 226 | 183 | 6.33K | 6.33K | 6.33K | 6.56K | 6.55K | 6.55K | 6.55K | 6.55K | 6.55K | 6.42K | 6.42K | 6.42K | 6.42K | 8.84K |
| Millennium Management | 3.69K | — | — | — | 6.98K | — | — | 10.15K | 4.15K | 10.00K | — | — | — | — | — | — | — | — | — | 5.35K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | 1.95K | — | — | — | — | — | — | 1.79K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | 110.13K | 54.80K | 34.60K | 49.10K | 233.70K | 35.90K | 31.19K | 376.70K | — | — | 239.00K | 1.30K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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