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iShares Core S&P US Growth ETF

804 hedge funds and large institutions have $18.9B invested in iShares Core S&P US Growth ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more call options, than puts

Call options by funds: $576K | Put options by funds: $576K

2.86% less ownership

Funds ownership: 76.54%73.68% (-2.9%)

7% less funds holding in top 10

Funds holding in top 10: 5450 (-4)

Holders
804
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$576K
Puts
$576K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMT
126
AAFMAA Wealth Management & Trust
North Carolina
$7.86M
PWA
127
Phoenix Wealth Advisors
North Carolina
$7.67M
EWM
128
Endowment Wealth Management
Wisconsin
$7.59M
NA
129
NewEdge Advisors
Louisiana
$7.58M
TFS
130
Thoroughbred Financial Services
Tennessee
$7.49M
TPW
131
Transatlantique Private Wealth
New York
$7.4M
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$7.27M
AWA
133
Amplius Wealth Advisors
Pennsylvania
$7.17M
IAS
134
Investment Advisory Services
Texas
$7.03M
MWA
135
Merkkuri Wealth Advisors
New York
$6.88M
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$6.73M
RA
137
RFG Advisory
Alabama
$6.55M
AWM
138
Able Wealth Management
New Jersey
$6.43M
CCM
139
Coldstream Capital Management
Washington
$6.39M
GRP
140
Global Retirement Partners
California
$6.31M
WHG
141
Westwood Holdings Group
Texas
$6.24M
VA
142
Vident Advisory
Georgia
$6.14M
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$6.03M
Charles Schwab
144
Charles Schwab
California
$6.01M
FHC
145
First Heartland Consultants
Missouri
$6M
1WM
146
1900 Wealth Management
Texas
$5.86M
CA
147
Cornerstone Advisory
Maryland
$5.74M
Lido Advisors
148
Lido Advisors
California
$5.65M
PCM
149
Parsons Capital Management
Rhode Island
$5.64M
Deutsche Bank
150
Deutsche Bank
Germany
$5.58M