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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
ClearBridge Investments
151
ClearBridge Investments
New York
$4.15M
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$4.09M
MP
153
McDonald Partners
Ohio
$4.07M
WPWM
154
Windward Private Wealth Management
Kansas
$3.98M
Two Sigma Investments
155
Two Sigma Investments
New York
$3.96M
M&T Bank
156
M&T Bank
New York
$3.95M
AWM
157
AE Wealth Management
Kansas
$3.94M
SFPG
158
Stonebridge Financial Planning Group
Florida
$3.93M
EFS
159
Essex Financial Services
Connecticut
$3.85M
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$3.76M
WP
161
WealthShield Partners
North Carolina
$3.73M
TIAA Trust, National Association
162
TIAA Trust, National Association
North Carolina
$3.73M
IC
163
IEQ Capital
California
$3.69M
NCM
164
Neumann Capital Management
California
$3.61M
AL
165
Aspiriant LLC
California
$3.53M
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$3.52M
GP
167
Greenline Partners
New York
$3.5M
FPW
168
Flagship Private Wealth
Massachusetts
$3.5M
WWM
169
Western Wealth Management
Colorado
$3.46M
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$3.44M
GSWM
171
Golden State Wealth Management
California
$3.41M
BWA
172
Beam Wealth Advisors
Louisiana
$3.41M
DADC
173
D.A. Davidson & Co
Montana
$3.39M
CIAS
174
Capital Investment Advisory Services
North Carolina
$3.36M
NWWA
175
New Wave Wealth Advisors
Arkansas
$3.35M