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iShares Core S&P US Growth ETF

811 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, 257 increasing their positions, 252 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

2.29% less ownership

Funds ownership: 76.63%74.34% (-2.3%)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
811
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
SWAG
126
Spectrum Wealth Advisory Group
California
$8.33M
PWM
127
Perigon Wealth Management
California
$8.3M
SSWG
128
Seven Springs Wealth Group
Tennessee
$8.13M
AWMT
129
AAFMAA Wealth Management & Trust
North Carolina
$7.86M
PWA
130
Phoenix Wealth Advisors
North Carolina
$7.67M
EWM
131
Endowment Wealth Management
Wisconsin
$7.59M
NA
132
NewEdge Advisors
Louisiana
$7.58M
TFS
133
Thoroughbred Financial Services
Tennessee
$7.49M
TPW
134
Transatlantique Private Wealth
New York
$7.4M
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$7.27M
AWA
136
Amplius Wealth Advisors
Pennsylvania
$7.17M
IAS
137
Investment Advisory Services
Texas
$7.03M
MWA
138
Merkkuri Wealth Advisors
New York
$6.88M
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$6.73M
RA
140
RFG Advisory
Alabama
$6.55M
AWM
141
Able Wealth Management
New Jersey
$6.43M
CCM
142
Coldstream Capital Management
Washington
$6.39M
GRP
143
Global Retirement Partners
California
$6.31M
WHG
144
Westwood Holdings Group
Texas
$6.24M
VA
145
Vident Advisory
Georgia
$6.14M
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$6.03M
Charles Schwab
147
Charles Schwab
California
$6.01M
FHC
148
First Heartland Consultants
Missouri
$6M
1WM
149
1900 Wealth Management
Texas
$5.86M
CA
150
Cornerstone Advisory
Maryland
$5.74M