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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
AWM
451
AE Wealth Management
Kansas
$566K -$4.05M -25,810 -88%
IF
452
Intrua Financial
Texas
$566K +$540K +3,437 New
DC
453
Davenport & Co
Virginia
$563K +$6.91K +44 +1%
HNB
454
Huntington National Bank
Ohio
$561K
PWA
455
Peterson Wealth Advisors
Utah
$560K -$1.41K -9 -0.3%
DCM
456
DGS Capital Management
New Jersey
$558K -$9.27K -59 -2%
DJSG
457
D.J. St. Germain
Massachusetts
$557K
NG
458
Norden Group
Utah
$553K
AWA
459
Adapt Wealth Advisors
Georgia
$548K
MCM
460
Monument Capital Management
Virginia
$545K
BAS
461
Brueske Advisory Services
Washington
$539K +$2.83K +18 +0.6%
LJAC
462
L.J. Altfest & Co
New York
$534K
ISFAN
463
Investor's Fiduciary Advisor Network
Washington
$530K -$2.36K -15 -0.5%
PWM
464
Paulson Wealth Management
Illinois
$530K
WGC
465
Watts Gwilliam & Co
Arizona
$529K
JIC
466
Joel Isaacson & Co
New York
$527K +$47.4K +302 +10%
DWT
467
Dorsey & Whitney Trust
South Dakota
$527K
MFG
468
Magnus Financial Group
New York
$526K
PW
469
Potentia Wealth
California
$516K
Neuberger Berman Group
470
Neuberger Berman Group
New York
$516K -$108K -687 -18%
CWM
471
Connecticut Wealth Management
Connecticut
$514K +$176K +1,122 +56%
TCOV
472
Trust Company of Vermont
Vermont
$510K
NG
473
Novem Group
New York
$508K
UAG
474
United Advisor Group
Ohio
$505K -$19.8K -126 -4%
EAM
475
Everstar Asset Management
North Carolina
$505K +$13.7K +87 +3%