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iShares Core S&P US Growth ETF

743 hedge funds and large institutions have $14.7B invested in iShares Core S&P US Growth ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 252 increasing their positions, 258 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
-25
Holders Change %
-3.26%
% of All Funds
10.09%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
0.65%
New
61
Increased
252
Reduced
258
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$24.7M +$4.78M +37,646 +24%
CIC
52
Cutler Investment Counsel
Oregon
$24.5M +$685K +5,391 +3%
HSG
53
Helen Stephens Group
Texas
$24.5M +$1.83M +14,368 +8%
SWM
54
Spire Wealth Management
Virginia
$24.2M -$2.25M -17,685 -9%
SWA
55
Strategies Wealth Advisors
Michigan
$22.8M -$870K -6,844 -4%
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$22.8M -$1.99M -15,655 -8%
FWM
57
ForthRight Wealth Management
Georgia
$22.2M +$176K +1,386 +0.8%
DA
58
Doliver Advisors
Texas
$21.9M -$1.6M -12,624 -7%
PBF
59
Petix & Botte Financial
California
$21.4M -$2.96M -23,323 -12%
KAS
60
Kestra Advisory Services
Texas
$21.2M -$2.44M -19,198 -10%
VAMG
61
Voisard Asset Management Group
Michigan
$20.8M +$5.26M +41,388 +34%
PS
62
Principal Securities
Iowa
$19.5M
MWM
63
Mascoma Wealth Management
New Hampshire
$19.1M -$3.18M -25,057 -14%
AI
64
Atria Investments
North Carolina
$18.5M +$170K +1,334 +0.9%
Stifel Financial
65
Stifel Financial
Missouri
$18.2M +$2.2M +17,312 +14%
FAIM
66
Financial Advocates Investment Management
Washington
$17.8M +$1.03M +9,037 +6%
GFA
67
Gallagher Fiduciary Advisors
Illinois
$17.7M +$177K +1,389 +1%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$17.2M -$4.25M -33,469 -20%
BlackRock
69
BlackRock
New York
$16.8M -$3M -23,587 -15%
NB
70
NBT Bank
New York
$16.7M +$523K +4,115 +3%
HI
71
Hudock Inc
Pennsylvania
$16.3M -$699K -5,502 -4%
EWA
72
ERTS Wealth Advisors
Michigan
$15.7M +$4.13M +32,481 +36%
NAMNJ
73
NorthStar Asset Management (New Jersey)
New Jersey
$15.4M +$505K +3,974 +3%
EWP
74
Elevation Wealth Partners
California
$15.2M +$11.7K +92 +0.1%
AWA
75
Amplius Wealth Advisors
Pennsylvania
$15.2M -$71.5K -563 -0.5%