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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
AC
626
AWM Capital
Arizona
$243K +$1.26K +8 +0.5%
FWM
627
Fingerlakes Wealth Management
New York
$242K +$15.1K +96 +7%
MA
628
MKT Advisors
California
$242K
CFSG
629
Community Financial Services Group
Vermont
$241K
BCA
630
Bay Colony Advisors
Massachusetts
$240K +$229K +1,460 New
AFA
631
Antonelli Financial Advisors
Michigan
$239K
VWA
632
VSM Wealth Advisory
Maryland
$239K
AWE
633
Avidian Wealth Enterprises
Texas
$238K +$314 +2 +0.1%
MAS
634
Meeder Advisory Services
Ohio
$238K +$227K +1,444 New
FWP
635
Falcon Wealth Planning
California
$237K
TIM
636
Tortoise Investment Management
New York
$237K
KFGG
637
Keystone Financial Group (Georgia)
Georgia
$235K +$314 +2 +0.1%
BHWM
638
Bar Harbor Wealth Management
New Hampshire
$233K
DAS
639
Dynamic Advisor Solutions
Arizona
$233K +$10.7K +68 +5%
IIM
640
InTrack Investment Management
Vermont
$232K
Qube Research & Technologies (QRT)
641
Qube Research & Technologies (QRT)
United Kingdom
$232K +$72.1K +459 +48%
NHFG
642
New Harbor Financial Group
Massachusetts
$230K +$220K +1,400 New
BA
643
Ballast Advisors
Minnesota
$229K
FFN
644
Focus Financial Network
Minnesota
$227K +$217K +1,379 New
ESB
645
Essex Savings Bank
Connecticut
$226K -$3.14K -20 -1%
RPGK
646
Retirement Planning Group (Kansas)
Kansas
$225K +$214K +1,365 New
AFG
647
ABLE Financial Group
Arizona
$224K
VV
648
Verity & Verity
South Carolina
$223K
PWP
649
Perfromance Wealth Partners
Illinois
$223K
Chevy Chase Trust
650
Chevy Chase Trust
Maryland
$222K -$79.8K -508 -27%