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iShares Core S&P US Growth ETF

861 hedge funds and large institutions have $20.6B invested in iShares Core S&P US Growth ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 290 increasing their positions, 288 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $620K | Put options by funds: $372K

2.21% more ownership

Funds ownership: 77.1%79.32% (+2.2%)

6% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 68

1% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$181M)

1% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 288

2% less funds holding

Funds holding: 878861 (-17)

9% less funds holding in top 10

Funds holding in top 10: 5449 (-5)

Holders
861
Holders Change
-17
Holders Change %
-1.94%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
0.6%
New
72
Increased
290
Reduced
288
Closed
68
Calls
$620K
Puts
$372K
Net Calls
+$248K
Net Calls Change
-$541K
Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
426
One Charles Private Wealth Services
Massachusetts
$698K -$213K -1,294 -22%
SCM
427
SummitPoint Capital Management
Colorado
$697K +$683K +4,152 New
WCG
428
Weaver Consulting Group
California
$692K
PCH
429
PGIM Custom Harvest
New Jersey
$689K +$52K +316 +8%
GS
430
GWN Securities
Florida
$686K -$1.32K -8 -0.2%
NFG
431
Northbridge Financial Group
Florida
$685K -$54.5K -331 -7%
SFMG
432
Sage Financial Management Group
Virginia
$683K -$30.3K -184 -4%
SW
433
Simplicity Wealth
New Jersey
$682K -$101K -612 -12%
VFA
434
Valeo Financial Advisors
Indiana
$682K -$76.4K -464 -10%
SWA
435
Stratos Wealth Advisors
Ohio
$680K -$1.15K -7 -0.2%
Bessemer Group
436
Bessemer Group
New Jersey
$676K
VAI
437
Vanguard Advisers Inc
Pennsylvania
$664K +$704K +4,279 New
AAS
438
Annex Advisory Services
Wisconsin
$663K
GWCM
439
Godshalk Welsh Capital Management
Pennsylvania
$660K
FFP
440
FourThought Financial Partners
Florida
$652K -$4.44K -27 -0.6%
CCMG
441
Clark Capital Management Group
Pennsylvania
$651K +$230K +1,398 +50%
NRI
442
NFP Retirement Inc
California
$648K
CWM
443
Calamos Wealth Management
Illinois
$647K
Calamos Advisors
444
Calamos Advisors
Illinois
$647K +$687K +4,171 New
WANY
445
Wealthspire Advisors (New York)
New York
$641K +$31.1K +189 +5%
LW
446
Libra Wealth
California
$641K
SCM
447
Sterling Capital Management
North Carolina
$638K +$13.7K +83 +2%
HT
448
Headlands Technologies
Illinois
$636K +$675K +4,101 New
TBWA
449
Three Bridge Wealth Advisors
California
$635K +$329 +2 +0%
CFO
450
Collective Family Office
Pennsylvania
$628K -$22.2K -135 -3%