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iShares Core S&P US Growth ETF

819 hedge funds and large institutions have $19B invested in iShares Core S&P US Growth ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 258 increasing their positions, 258 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $17.9B → $19B (+$1.14B)

3% more funds holding

Funds holding: 793819 (+26)

0% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 258

0% more call options, than puts

Call options by funds: $576K | Put options by funds: $576K

2.31% less ownership

Funds ownership: 76.69%74.38% (-2.3%)

5% less funds holding in top 10

Funds holding in top 10: 5552 (-3)

Holders
819
Holders Change
+26
Holders Change %
+3.28%
% of All Funds
10.75%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
0.68%
New
77
Increased
258
Reduced
258
Closed
38
Calls
$576K
Puts
$576K
Net Calls
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
DWG
251
Darden Wealth Group
Michigan
$1.75M -$82.6K -526 -5%
MGIA
252
Moneta Group Investment Advisors
Missouri
$1.75M -$33.8K -215 -2%
BFG
253
Bleakley Financial Group
New Jersey
$1.74M +$26.5K +169 +2%
OC
254
Oppenheimer & Co
New York
$1.74M +$24.7K +157 +2%
GA
255
GSG Advisors
New Jersey
$1.74M -$5.81K -37 -0.4%
CL
256
CIM LLC
New York
$1.69M -$17.4K -111 -1%
WLIM
257
White Lighthouse Investment Management
Massachusetts
$1.68M -$252K -1,607 -14%
PPW
258
Presilium Private Wealth
Pennsylvania
$1.67M -$215K -1,367 -12%
NW
259
NewEdge Wealth
Pennsylvania
$1.67M +$326K +2,073 +26%
HSWM
260
Hubbell Strickland Wealth Management
Louisiana
$1.67M -$4.4K -28 -0.3%
KFGK
261
Keystone Financial Group (Kentucky)
Kentucky
$1.64M +$7.54K +48 +0.5%
MFC
262
Morris Financial Concepts
South Carolina
$1.62M +$10.2K +65 +0.7%
PIA
263
Perennial Investment Advisors
California
$1.61M +$60K +382 +4%
HWMC
264
Heritage Wealth Management (California)
California
$1.6M
TC
265
Trilogy Capital
California
$1.58M -$67.2K -428 -4%
PP
266
Patten & Patten
Tennessee
$1.58M +$942K +5,996 +166%
RSWA
267
Robinson Smith Wealth Advisors
Maine
$1.57M
VFIC
268
Valley Forge Investment Consultants
Pennsylvania
$1.56M +$2.04K +13 +0.1%
CB
269
Commerce Bank
Missouri
$1.56M -$61.9K -394 -4%
YIA
270
YHB Investment Advisors
Connecticut
$1.54M -$154K -982 -10%
AWM
271
Axxcess Wealth Management
California
$1.51M -$368K -2,340 -20%
SM
272
Sweeney & Michel
California
$1.5M +$2.2K +14 +0.2%
SF
273
Symphony Financial
Texas
$1.5M -$42.6K -271 -3%
PA
274
Parallel Advisors
California
$1.47M
ASBI
275
American State Bank (Iowa)
Iowa
$1.47M -$42.4K -270 -3%