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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
OWP
376
ORG Wealth Partners
Texas
$803K +$101K +642 +15%
VFA
377
Valeo Financial Advisors
Indiana
$802K +$187K +1,190 +32%
WC
378
Waterloo Capital
Texas
$794K -$65.8K -419 -8%
WT
379
Whittier Trust
California
$793K
GS
380
GWN Securities
Florida
$787K -$41K -261 -5%
CA
381
Calton & Associates
Florida
$784K -$185K -1,176 -20%
LFA
382
Legacy Financial Advisors
Kentucky
$783K -$4.87K -31 -0.6%
HFA
383
High Falls Advisors
New York
$781K
OFO
384
OneAscent Family Office
Alabama
$774K
OWA
385
Octavia Wealth Advisors
Ohio
$772K +$14.4K +92 +2%
GWM
386
GDS Wealth Management
Texas
$765K -$27.2K -173 -4%
BSI
387
Bennett Selby Investments
Maine
$765K -$4.4K -28 -0.6%
ORI
388
Oak Ridge Investments
Illinois
$763K -$32K -204 -4%
CL
389
Choreo LLC
Illinois
$757K -$331K -2,106 -31%
KWA
390
Kingswood Wealth Advisors
California
$756K -$9.74K -62 -1%
SFMG
391
Sage Financial Management Group
Virginia
$755K
WANY
392
Wealthspire Advisors (New York)
New York
$751K -$306K -1,948 -30%
RIA
393
RPG Investment Advisory
California
$747K +$11K +70 +2%
VFG
394
Victory Financial Group
Texas
$746K -$111K -705 -13%
LRIA
395
Leonard Rickey Investment Advisors
Washington
$746K -$2.36K -15 -0.3%
AWM
396
Avior Wealth Management
Nebraska
$745K -$14.1K -90 -2%
NRI
397
NFP Retirement Inc
California
$741K
FDW
398
Fourth Dimension Wealth
Ohio
$740K +$30.3K +193 +4%
Empower Advisory Group
399
Empower Advisory Group
Colorado
$737K +$5.18K +33 +0.7%
WCG
400
Weaver Consulting Group
California
$734K +$15.6K +99 +2%