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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
SWA
401
Stratos Wealth Advisors
Ohio
$722K +$157 +1 +0%
CFO
402
Collective Family Office
Pennsylvania
$721K -$34.2K -218 -5%
KFS
403
Kaizen Financial Strategies
California
$719K -$62.8K -400 -8%
WFAG
404
Worth Financial Advisory Group
North Carolina
$718K
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$713K -$43.5K -277 -6%
GWCM
406
Godshalk Welsh Capital Management
Pennsylvania
$710K
AAS
407
Annex Advisory Services
Wisconsin
$703K
FAT
408
First American Trust
California
$703K -$935K -5,950 -58%
BWM
409
Boyd Wealth Management
California
$691K -$15.6K -99 -2%
FPGK
410
Financial Partners Group (Kansas)
Kansas
$690K +$68.3K +435 +12%
EPM
411
Elm Partners Management
Pennsylvania
$687K +$656K +4,175 New
CWM
412
Calamos Wealth Management
Illinois
$686K
PCH
413
PGIM Custom Harvest
New Jersey
$686K +$58.4K +372 +10%
TW
414
TritonPoint Wealth
Maryland
$685K
AF
415
Apollon Financial
South Carolina
$684K +$86.2K +549 +15%
SCM
416
Sterling Capital Management
North Carolina
$683K -$75.1K -478 -10%
LW
417
Libra Wealth
California
$680K
FIA
418
Foundations Investment Advisors
Arizona
$674K -$631K -4,019 -50%
TBWA
419
Three Bridge Wealth Advisors
California
$673K +$157 +1 +0%
AWM
420
Apollon Wealth Management
South Carolina
$664K -$627K -3,993 -50%
MWA
421
Meridian Wealth Advisors
Texas
$658K
RIS
422
Retirement Income Solutions
Michigan
$658K
FT
423
Fiduciary Trust
Massachusetts
$657K
FFP
424
FourThought Financial Partners
Florida
$654K
AG
425
AlTi Global
New York
$653K