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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 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

7% less capital invested

Capital invested by funds: $15.8B → $14.7B (-$1.12B)

10% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 68

Holders
743
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
126
TD Private Client Wealth
New York
$6.3M
PWM
127
Perigon Wealth Management
California
$6.29M
NA
128
NewEdge Advisors
Louisiana
$5.37M
IAS
129
Investment Advisory Services
Texas
$5.24M
FFG
130
Foundry Financial Group
New Hampshire
$5.23M
Lido Advisors
131
Lido Advisors
California
$5.11M
TPW
132
Transatlantique Private Wealth
New York
$5.02M
CCM
133
Coldstream Capital Management
Washington
$5M
1WM
134
1900 Wealth Management
Texas
$4.99M
WHG
135
Westwood Holdings Group
Texas
$4.98M
RWA
136
Redhawk Wealth Advisors
Minnesota
$4.94M
AWM
137
Able Wealth Management
New Jersey
$4.92M
RA
138
RFG Advisory
Alabama
$4.9M
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$4.86M
FHC
140
First Heartland Consultants
Missouri
$4.78M
CM
141
Columbus Macro
Pennsylvania
$4.74M
CA
142
Cornerstone Advisory
Maryland
$4.58M
EWM
143
Endowment Wealth Management
Wisconsin
$4.53M
SSWG
144
Seven Springs Wealth Group
Tennessee
$4.42M
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$4.4M
PCM
146
Parsons Capital Management
Rhode Island
$4.39M
VA
147
Vident Advisory
Georgia
$4.33M
MWA
148
Merkkuri Wealth Advisors
New York
$4.32M
GC
149
Garde Capital
Washington
$4.22M
US Bancorp
150
US Bancorp
Minnesota
$4.16M