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iShares Core S&P US Growth ETF

861 hedge funds and large institutions have $20.6B invested in iShares Core S&P US Growth ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 290 increasing their positions, 287 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $620K | Put options by funds: $372K

2.22% more ownership

Funds ownership: 77.1%79.32% (+2.2%)

7% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 68

1% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 287

1% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$181M)

2% less funds holding

Funds holding: 877861 (-16)

9% less funds holding in top 10

Funds holding in top 10: 5449 (-5)

Holders
861
Holders Change
-16
Holders Change %
-1.82%
% of All Funds
10.61%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
0.6%
New
73
Increased
290
Reduced
287
Closed
68
Calls
$620K
Puts
$372K
Net Calls
+$248K
Net Calls Change
-$541K
Name Holding Trade Value Shares
Change
Change in
Stake
WHCFA
201
William Howard & Co Financial Advisors
Tennessee
$3.5M
SPIA
202
Steward Partners Investment Advisory
New York
$3.5M +$867K +5,267 +30%
WWM
203
Western Wealth Management
Colorado
$3.49M +$162K +983 +5%
B
204
Bailard
California
$3.45M +$39K +237 +1%
CCM
205
Colorado Capital Management
Colorado
$3.35M -$130K -790 -4%
IC
206
IEQ Capital
California
$3.34M +$238K +1,444 +7%
PAS
207
Park Avenue Securities
New York
$3.31M +$419K +2,547 +14%
TF
208
Trek Financial
Arizona
$3.27M +$10.4K +63 +0.3%
EW
209
Evoke Wealth
California
$3.27M
PFS
210
Prospera Financial Services
Texas
$3.21M +$617K +3,750 +22%
BCI
211
Brinker Capital Investments
Pennsylvania
$3.2M -$447K -2,716 -12%
CG
212
Caprock Group
Idaho
$3.2M +$476K +2,892 +16%
BC
213
Bulwark Capital
Florida
$3.17M +$72.1K +438 +2%
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$3.17M -$2.48M -15,090 -42%
CBU
215
CIBC Bancorp USA
Illinois
$3.06M +$3.25M +19,749 New
SFG
216
Sovereign Financial Group
Connecticut
$3.06M +$518K +3,146 +19%
SS
217
Sunbelt Securities
Texas
$3.06M -$494 -3 -0%
KWM
218
Kingsview Wealth Management
Oregon
$3.04M +$860K +5,226 +36%
ES
219
Eagle Strategies
New York
$3.01M +$17.1K +104 +0.5%
CWMK
220
Caliber Wealth Management (Kansas)
Kansas
$2.96M -$158K -961 -5%
Northern Trust
221
Northern Trust
Illinois
$2.92M -$9.55K -58 -0.3%
PTC
222
Private Trust Company
Ohio
$2.89M -$60.1K -365 -2%
NWWA
223
New Wave Wealth Advisors
Arkansas
$2.85M -$1.01M -6,132 -25%
UBS AM
224
UBS AM
Illinois
$2.83M +$2.19M +13,319 +270%
VFIC
225
Valley Forge Investment Consultants
Pennsylvania
$2.78M +$1.45M +8,807 +97%