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iShares Core S&P US Growth ETF

804 hedge funds and large institutions have $18.9B invested in iShares Core S&P US Growth ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more call options, than puts

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

2.86% less ownership

Funds ownership: 76.54%73.68% (-2.9%)

7% less funds holding in top 10

Funds holding in top 10: 5450 (-4)

Holders
804
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$576K
Puts
$576K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
251
White Lighthouse Investment Management
Massachusetts
$1.68M
PPW
252
Presilium Private Wealth
Pennsylvania
$1.67M
NW
253
NewEdge Wealth
Pennsylvania
$1.67M
HSWM
254
Hubbell Strickland Wealth Management
Louisiana
$1.67M
KFGK
255
Keystone Financial Group (Kentucky)
Kentucky
$1.64M
MFC
256
Morris Financial Concepts
South Carolina
$1.62M
PIA
257
Perennial Investment Advisors
California
$1.61M
HWMC
258
Heritage Wealth Management (California)
California
$1.6M
TC
259
Trilogy Capital
California
$1.58M
PP
260
Patten & Patten
Tennessee
$1.58M
RSWA
261
Robinson Smith Wealth Advisors
Maine
$1.57M
VFIC
262
Valley Forge Investment Consultants
Pennsylvania
$1.56M
CB
263
Commerce Bank
Missouri
$1.56M
YIA
264
YHB Investment Advisors
Connecticut
$1.54M
AWM
265
Axxcess Wealth Management
California
$1.51M
SM
266
Sweeney & Michel
California
$1.5M
SF
267
Symphony Financial
Texas
$1.5M
PA
268
Parallel Advisors
California
$1.47M
CHJWM
269
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.46M
TWA
270
Talisman Wealth Advisors
New Jersey
$1.46M
GIA
271
Gladstone Institutional Advisory
Florida
$1.44M
WA
272
Waverly Advisors
Alabama
$1.44M
IAN
273
Integrated Advisors Network
Texas
$1.42M
BFWA
274
Benchmark Financial Wealth Advisors
Florida
$1.42M
IRC
275
Investors Research Corp
Georgia
$1.4M