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iShares Core S&P US Growth ETF

861 hedge funds and large institutions have $20.6B invested in iShares Core S&P US Growth ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 290 increasing their positions, 287 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $620K | Put options by funds: $372K

2.22% more ownership

Funds ownership: 77.1%79.32% (+2.2%)

7% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 68

1% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 287

1% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$181M)

2% less funds holding

Funds holding: 877861 (-16)

9% less funds holding in top 10

Funds holding in top 10: 5449 (-5)

Holders
861
Holders Change
-16
Holders Change %
-1.82%
% of All Funds
10.61%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
0.6%
New
73
Increased
290
Reduced
287
Closed
68
Calls
$620K
Puts
$372K
Net Calls
+$248K
Net Calls Change
-$541K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.19B +$1.53B +9,267,343 +21%
Morgan Stanley
2
Morgan Stanley
New York
$2.26B +$88.8M +539,678 +4%
LPL Financial
3
LPL Financial
California
$2.23B +$25.5M +154,735 +1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.01B +$228M +1,385,485 +26%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$445M +$92.9M +564,281 +24%
MFG
6
Merit Financial Group
Georgia
$303M +$54M +327,780 +20%
BTI
7
Blue Trust Inc
Georgia
$290M -$530K -3,221 -0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$235M -$7.72M -46,882 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$222M -$3.92M -23,833 -2%
UBS Group
10
UBS Group
Switzerland
$212M +$27.9M +169,547 +14%
Natixis Advisors
11
Natixis Advisors
Massachusetts
$209M +$67M +406,963 +43%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$189M +$24M +145,703 +14%
KIM
13
Kestra Investment Management
Texas
$176M +$330K +2,005 +0.2%
Wells Fargo
14
Wells Fargo
California
$176M -$4.52M -27,438 -2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$173M +$17.9M +108,893 +11%
FWI
16
Facet Wealth Inc
Maryland
$126M +$6.7M +40,694 +5%
BEI
17
Benjamin Edwards Inc
Missouri
$122M +$12.4M +75,155 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$120M -$45.2M -274,460 -26%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$108M +$1.63M +9,929 +1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$99M +$3.7M +22,484 +4%
SWM
21
SHP Wealth Management
Massachusetts
$77M +$4.98M +30,249 +6%
William Blair & Company
22
William Blair & Company
Illinois
$74.2M +$9.64M +58,584 +14%
HighTower Advisors
23
HighTower Advisors
Illinois
$72.1M -$17.6M -106,803 -19%
CFG
24
Citizens Financial Group
Rhode Island
$69.7M -$2.91M -17,693 -4%
Corient Private Wealth
25
Corient Private Wealth
Florida
$68.9M -$38.1M -231,235 -34%