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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
CA
151
Cornerstone Advisory
Maryland
$5.74M +$42.6K +271 +0.8%
Lido Advisors
152
Lido Advisors
California
$5.65M -$618K -3,934 -10%
PCM
153
Parsons Capital Management
Rhode Island
$5.64M -$9.42K -60 -0.2%
Deutsche Bank
154
Deutsche Bank
Germany
$5.58M +$2.51M +16,002 +89%
GC
155
Garde Capital
Washington
$5.58M +$84.3K +537 +2%
DADC
156
D.A. Davidson & Co
Montana
$5.32M +$68.2K +434 +1%
MP
157
McDonald Partners
Ohio
$5.27M
M&T Bank
158
M&T Bank
New York
$5.2M -$125K -794 -2%
EFS
159
Essex Financial Services
Connecticut
$5.03M -$23.1K -147 -0.5%
SFPG
160
Stonebridge Financial Planning Group
Florida
$5M -$2.04K -13 -0%
WPWM
161
Windward Private Wealth Management
Kansas
$5M -$240K -1,530 -5%
TIAA Trust, National Association
162
TIAA Trust, National Association
North Carolina
$4.93M +$121K +770 +3%
RWA
163
Rooted Wealth Advisors
Illinois
$4.92M +$141K +897 +3%
KAM
164
Knightsbridge Asset Management
California
$4.88M +$1.09M +6,915 +30%
WP
165
WealthShield Partners
North Carolina
$4.82M -$10.7K -68 -0.2%
FPW
166
Flagship Private Wealth
Massachusetts
$4.78M +$182K +1,161 +4%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$4.77M +$44.5K +283 +1%
GVAG
168
Great Valley Advisor Group
Delaware
$4.74M -$275K -1,750 -6%
CPIA
169
Cornell Pochily Investment Advisors
New York
$4.74M +$204K +1,296 +5%
NCM
170
Neumann Capital Management
California
$4.6M +$11K +70 +0.3%
AL
171
Aspiriant LLC
California
$4.57M
GP
172
Greenline Partners
New York
$4.54M
US Bancorp
173
US Bancorp
Minnesota
$4.46M -$424K -2,701 -9%
JFG
174
JMG Financial Group
Illinois
$4.33M +$19.8K +126 +0.5%
RBWA
175
RFG - Bristol Wealth Advisors
Massachusetts
$4.3M -$10.7M -68,202 -72%