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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
TW
401
TritonPoint Wealth
Maryland
$555K
WFAG
402
Worth Financial Advisory Group
North Carolina
$555K
WCG
403
Weaver Consulting Group
California
$554K
SWA
404
Stratos Wealth Advisors
Ohio
$552K
GWM
405
GDS Wealth Management
Texas
$552K
OWP
406
ORG Wealth Partners
Texas
$544K
AAS
407
Annex Advisory Services
Wisconsin
$543K
ISFAN
408
Investor's Fiduciary Advisor Network
Washington
$542K
GL
409
Graypoint LLC
New York
$537K
FFP
410
FourThought Financial Partners
Florida
$536K
CWM
411
Calamos Wealth Management
Illinois
$530K
AIM
412
Anchor Investment Management
South Carolina
$525K
CFO
413
Collective Family Office
Pennsylvania
$522K
TBWA
414
Three Bridge Wealth Advisors
California
$519K
SIM
415
Synergy Investment Management
Florida
$517K
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$515K
MWA
417
Meridian Wealth Advisors
Texas
$508K
RIS
418
Retirement Income Solutions
Michigan
$508K
AG
419
AlTi Global
New York
$505K
AA
420
Ancora Advisors
Ohio
$503K
HFS
421
Heritage Financial Services
Massachusetts
$502K
GG
422
Greenwood Gearhart
Arkansas
$498K
CPW
423
Catalyst Private Wealth
California
$497K
FDW
424
Fourth Dimension Wealth
Ohio
$493K
Pathstone Holdings
425
Pathstone Holdings
New Jersey
$493K