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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
EWP
76
Elevation Wealth Partners
California
$20M +$163K +1,035 +0.9%
BWM
77
Birchcreek Wealth Management
Ohio
$19.8M +$517K +3,292 +3%
RWP
78
RWA Wealth Partners
Massachusetts
$19.2M -$58.3K -371 -0.3%
FFS
79
Founders Financial Securities
Maryland
$17.9M +$1.74M +11,053 +11%
GFG
80
Goldstone Financial Group
Illinois
$17.8M +$657K +4,186 +4%
EF
81
Empowered Funds
Pennsylvania
$17.8M +$17M +108,123 New
HI
82
Horizon Investments
North Carolina
$17.7M +$1.81M +11,544 +12%
CIA
83
Concurrent Investment Advisors
Florida
$17.4M +$574K +3,653 +4%
EWA
84
ERTS Wealth Advisors
Michigan
$17.2M -$2.47M -15,725 -13%
Truist Financial
85
Truist Financial
North Carolina
$17M +$1.72M +10,977 +12%
CWA
86
Canvas Wealth Advisors
Kansas
$16.7M -$1.62M -10,339 -9%
PIAS
87
PCA Investment Advisory Services
Ohio
$16.6M +$1.22M +7,767 +8%
BlackRock
88
BlackRock
New York
$16.5M +$1.7M +10,821 +12%
RWPA
89
Richard W. Paul & Associates
Michigan
$16.4M +$30.5K +194 +0.2%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$15.1M +$278K +1,770 +2%
FFG
91
Fortress Financial Group
Minnesota
$15M +$174K +1,108 +1%
IWM
92
IHT Wealth Management
Illinois
$14.7M +$467K +2,971 +3%
Kayne Anderson Rudnick Investment Management
93
Kayne Anderson Rudnick Investment Management
California
$14.7M -$358K -2,279 -2%
FC
94
Financial Council
Maryland
$14.2M -$21.7K -138 -0.2%
VFPW
95
Vantage Financial Partners (Wisconsin)
Wisconsin
$14.2M +$273K +1,737 +2%
MSFS
96
Main Street Financial Solutions
Pennsylvania
$13.8M +$389K +2,476 +3%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$13.2M -$64.4K -410 -0.5%
BC
98
Brio Consultants
California
$13.2M -$250K -1,593 -2%
CFG
99
Cosner Financial Group
Colorado
$12.9M -$52.8K -336 -0.4%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$12.7M -$1.35M -8,600 -10%