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iShares Core S&P US Growth ETF

743 hedge funds and large institutions have $14.7B invested in iShares Core S&P US Growth ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 252 increasing their positions, 258 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

7% less capital invested

Capital invested by funds: $15.8B → $14.7B (-$1.12B)

10% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 68

Holders
743
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
351
Bedel Financial Consulting
Indiana
$709K
WC
352
Waterloo Capital
Texas
$708K
CWA
353
Consilio Wealth Advisors
Washington
$706K
FA
354
FC Advisory
Pennsylvania
$701K
GS
355
GWN Securities
Florida
$693K
MCM
356
MidAtlantic Capital Management
Virginia
$685K
W
357
Wealthquest
Ohio
$685K
CT
358
Colonial Trust
South Carolina
$679K
GAG
359
GM Advisory Group
New York
$677K
RCAG
360
Rehmann Capital Advisory Group
Michigan
$676K
SAM
361
Smartleaf Asset Management
Massachusetts
$676K
WPP
362
Whalerock Point Partners
Rhode Island
$675K
PFGIA
363
Patriot Financial Group Insurance Agency
Massachusetts
$670K
BAS
364
Brueske Advisory Services
Washington
$664K
SWP
365
Summit Wealth Partners
Florida
$662K
KFS
366
Kaizen Financial Strategies
California
$658K
HPM
367
Hoxton Planning & Management
West Virginia
$654K
SWM
368
SeaCrest Wealth Management
New York
$649K
FIA
369
Foundations Investment Advisors
Arizona
$645K
SFMG
370
Sage Financial Management Group
Virginia
$644K
MWM
371
Meridian Wealth Management
Kentucky
$642K
PWM
372
PMG Wealth Management
Illinois
$638K
SCM
373
SOL Capital Management
Maryland
$633K
FAM
374
Forte Asset Management
New York
$629K
WFAG
375
Wescott Financial Advisory Group
Pennsylvania
$622K