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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
PWP
601
Private Wealth Partners
California
$261K
CL
602
CVFG LLC
Indiana
$261K -$3.77K -24 -1%
HGWM
603
Horst & Graben Wealth Management
Oregon
$260K
SMA
604
Sage Mountain Advisors
Georgia
$259K
AF
605
Abound Financial
California
$257K
SAG
606
SageView Advisory Group
California
$256K +$13.7K +87 +6%
BC
607
Barrett & Company
Rhode Island
$255K +$3.14K +20 +1%
SFS
608
Sowell Financial Services
Arkansas
$255K +$19.8K +126 +9%
CA
609
CoreCap Advisors
Michigan
$255K +$76K +484 +46%
SWP
610
Strategic Wealth Partners
Ohio
$254K +$243K +1,546 New
CAG
611
Csenge Advisory Group
Florida
$254K -$5.34K -34 -2%
CA
612
Centerpoint Advisors
Massachusetts
$252K
IAIM
613
International Assets Investment Management
Florida
$252K
DIP
614
DT Investment Partners
Pennsylvania
$251K
PCP
615
Proficio Capital Partners
Massachusetts
$249K
SOS
616
Silver Oak Securities
Tennessee
$248K +$237K +1,507 New
NP
617
NorthRock Partners
Minnesota
$248K +$237K +1,506 New
BF
618
Blankinship & Foster
California
$247K
Luther King Capital Management (LKCM)
619
Luther King Capital Management (LKCM)
Texas
$247K
CIA
620
Capital Investment Advisors
Georgia
$246K +$5.65K +36 +2%
NEPWA
621
New England Private Wealth Advisors
Massachusetts
$246K +$471 +3 +0.2%
EFG
622
Ehrlich Financial Group
California
$246K -$4.71K -30 -2%
SIAG
623
Safeguard Investment Advisory Group
California
$246K +$234K +1,492 New
CCA
624
Cobblestone Capital Advisors
New York
$245K
GAA
625
Global Assets Advisory
Florida
$243K +$232K +1,479 New