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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
OP
426
ORG Partners
Indiana
$651K -$82K -522 -12%
HFS
427
Heritage Financial Services
Massachusetts
$650K
Pathstone Holdings
428
Pathstone Holdings
New Jersey
$640K +$785 +5 +0.1%
PWM
429
PMG Wealth Management
Illinois
$636K -$36.1K -230 -6%
AA
430
Ancora Advisors
Ohio
$634K -$15.9K -101 -3%
SG
431
StoneX Group
New York
$632K +$1.1K +7 +0.2%
MPW
432
Melone Private Wealth
Michigan
$631K -$112K -714 -16%
EWA
433
Exencial Wealth Advisors
Oklahoma
$628K
MAM
434
Madison Asset Management
Wisconsin
$628K -$67.4K -429 -10%
IA
435
Inspire Advisors
Idaho
$624K +$123K +786 +26%
BA
436
Bristlecone Advisors
Washington
$618K +$532K +3,386 +915%
FCG
437
Fielder Capital Group
Tennessee
$616K
Vanguard Group
438
Vanguard Group
Pennsylvania
$612K +$11.8K +75 +2%
OC
439
Oarsman Capital
Wisconsin
$612K +$85.4K +544 +17%
PPG
440
Peak Planning Group
Colorado
$608K -$137K -875 -19%
CCMG
441
Clark Capital Management Group
Pennsylvania
$605K
BFA
442
Beaumont Financial Advisors
Massachusetts
$605K
GG
443
Greenwood Gearhart
Arkansas
$595K -$56.5K -360 -9%
ACM
444
Advisors Capital Management
New Jersey
$594K -$23.1K -147 -4%
BFWM
445
Bright Futures Wealth Management
New York
$582K +$556K +3,538 New
TPWA
446
Twin Peaks Wealth Advisors
California
$581K
LW
447
Linscomb Wealth
Texas
$580K
SAM
448
Smartleaf Asset Management
Massachusetts
$577K -$10.5K -67 -2%
MWM
449
Mission Wealth Management
California
$576K -$15.7K -100 -3%
FCCM
450
First City Capital Management
Georgia
$566K