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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
SWAG
126
Spectrum Wealth Advisory Group
California
$8.33M -$24K -153 -0.3%
PWM
127
Perigon Wealth Management
California
$8.3M -$38.2K -243 -0.5%
BNMT
128
Bawa N Mallick Trust
New York
$8.25M +$5.34K +34 +0.1%
SSWG
129
Seven Springs Wealth Group
Tennessee
$8.13M +$1.42M +9,043 +22%
AWMT
130
AAFMAA Wealth Management & Trust
North Carolina
$7.86M +$23.2K +148 +0.3%
PWA
131
Phoenix Wealth Advisors
North Carolina
$7.67M -$28K -178 -0.4%
EWM
132
Endowment Wealth Management
Wisconsin
$7.59M +$729K +4,644 +11%
NA
133
NewEdge Advisors
Louisiana
$7.58M +$305K +1,945 +4%
TFS
134
Thoroughbred Financial Services
Tennessee
$7.49M -$168K -1,070 -2%
TPW
135
Transatlantique Private Wealth
New York
$7.4M +$472K +3,002 +7%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$7.27M -$522K -3,321 -7%
AWA
137
Amplius Wealth Advisors
Pennsylvania
$7.17M -$11.8M -75,079 -63%
IAS
138
Investment Advisory Services
Texas
$7.03M +$162K +1,033 +2%
MWA
139
Merkkuri Wealth Advisors
New York
$6.88M +$108K +686 +2%
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$6.73M +$2.06M +13,111 +47%
RA
141
RFG Advisory
Alabama
$6.55M +$21.5K +137 +0.3%
AWM
142
Able Wealth Management
New Jersey
$6.43M -$73.3K -467 -1%
CCM
143
Coldstream Capital Management
Washington
$6.39M +$117K +746 +2%
GRP
144
Global Retirement Partners
California
$6.31M +$196K +1,245 +3%
WHG
145
Westwood Holdings Group
Texas
$6.24M -$75.5K -481 -1%
VA
146
Vident Advisory
Georgia
$6.14M +$238K +1,514 +4%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$6.03M +$599K +3,814 +12%
Charles Schwab
148
Charles Schwab
California
$6.01M -$1.35M -8,588 -19%
FHC
149
First Heartland Consultants
Missouri
$6M -$62K -395 -1%
1WM
150
1900 Wealth Management
Texas
$5.86M -$321K -2,046 -5%