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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 72 funds opening new positions, 290 increasing their positions, 288 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

2.21% more ownership

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

6% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 68

1% more capital invested

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

1% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 288

2% less funds holding

Funds holding: 878861 (-17)

9% less funds holding in top 10

Funds holding in top 10: 5449 (-5)

Holders
861
Holders Change
-17
Holders Change %
-1.94%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
0.6%
New
72
Increased
290
Reduced
288
Closed
68
Calls
$620K
Puts
$372K
Net Calls
+$248K
Net Calls Change
-$541K
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
676
Bar Harbor Wealth Management
New Hampshire
$220K
WJWM
677
Williams Jones Wealth Management
New York
$219K +$233K +1,414 New
AssetMark Inc
678
AssetMark Inc
California
$219K -$290K -1,762 -56%
IIM
679
InTrack Investment Management
Vermont
$219K
CIA
680
Capital Investment Advisors
Georgia
$219K +$658 +4 +0.3%
RPGK
681
Retirement Planning Group (Kansas)
Kansas
$218K -$3.79K -23 -2%
CWG
682
Cornerstone Wealth Group
North Carolina
$218K
UIM
683
Unified Investment Management
Georgia
$217K
T
684
Tableaux
Massachusetts
$216K
BA
685
Ballast Advisors
Minnesota
$216K
PA
686
Pinnacle Associates
New York
$213K -$131K -795 -37%
CF
687
Centaurus Financial
California
$212K -$1.98K -12 -0.9%
AF
688
Abound Financial
California
$211K -$4.44K -27 -2%
VV
689
Verity & Verity
South Carolina
$210K
PWP
690
Perfromance Wealth Partners
Illinois
$210K
SFA
691
Seneca Financial Advisors
New York
$210K +$165 +1 +0.1%
PWM
692
Palacios Wealth Management
Florida
$209K +$194K +1,180 New
Chevy Chase Trust
693
Chevy Chase Trust
Maryland
$209K
CFM
694
Cornerstone Financial Management
Massachusetts
$209K
RAM
695
Redmond Asset Management
Virginia
$208K
DCA
696
DB&C Advisors
Michigan
$207K +$329 +2 +0.1%
BWP
697
Balboa Wealth Partners
Arizona
$205K
FAM
698
Formidable Asset Management
Ohio
$203K +$199K +1,208 New
FT
699
Fiduciary Trust
Massachusetts
$203K
DAS
700
Dynamic Advisor Solutions
Arizona
$203K -$14.7K -89 -6%