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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 73 funds opening new positions, 290 increasing their positions, 287 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

2.22% more ownership

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

7% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 68

1% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 287

1% more capital invested

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

2% less funds holding

Funds holding: 877861 (-16)

9% less funds holding in top 10

Funds holding in top 10: 5449 (-5)

Holders
861
Holders Change
-16
Holders Change %
-1.82%
% of All Funds
10.61%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
0.6%
New
73
Increased
290
Reduced
287
Closed
68
Calls
$620K
Puts
$372K
Net Calls
+$248K
Net Calls Change
-$541K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
451
Thayer Financial
North Carolina
$621K
MWA
452
Meridian Wealth Advisors
Texas
$620K
RIS
453
Retirement Income Solutions
Michigan
$620K
AG
454
AlTi Global
New York
$616K
Pathstone Holdings
455
Pathstone Holdings
New Jersey
$614K +$10.7K +65 +2%
SIA
456
Soltis Investment Advisors
Utah
$612K +$15.1K +92 +2%
EPM
457
Elm Partners Management
Pennsylvania
$611K -$7.9K -48 -1%
MPW
458
Melone Private Wealth
Michigan
$610K +$329 +2 +0.1%
PWM
459
PMG Wealth Management
Illinois
$594K -$9.22K -56 -1%
FCG
460
Fielder Capital Group
Tennessee
$581K
Financial Engines Advisors
461
Financial Engines Advisors
California
$581K +$36.2K +220 +6%
BFA
462
Beaumont Financial Advisors
Massachusetts
$571K
5NPW
463
55 North Private Wealth
Florida
$566K +$601K +3,652 New
AA
464
Ancora Advisors
Ohio
$551K -$70.6K -429 -11%
MCM
465
Monument Capital Management
Virginia
$551K +$39.5K +240 +7%
DP
466
Denver PWM
Colorado
$549K -$655K -3,977 -57%
BFWM
467
Bright Futures Wealth Management
New York
$549K +$165 +1 +0%
SAI
468
Savvy Advisors Inc
New York
$547K -$27.2K -165 -4%
FCCM
469
First City Capital Management
Georgia
$534K
FA
470
Fiduciary Alliance
South Carolina
$533K +$215K +1,306 +73%
SAM
471
Smartleaf Asset Management
Massachusetts
$532K -$311K -1,890 -35%
PWA
472
Peterson Wealth Advisors
Utah
$527K +$494 +3 +0.1%
DCM
473
DGS Capital Management
New Jersey
$525K -$988 -6 -0.2%
NG
474
Norden Group
Utah
$521K
W
475
Wealthquest
Ohio
$518K -$131K -796 -19%