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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
Bank of America
1
Bank of America
North Carolina
$6.85B -$284M -1,810,351 -4%
LPL Financial
2
LPL Financial
California
$2.31B +$61.1M +389,150 +3%
Morgan Stanley
3
Morgan Stanley
New York
$2.31B -$4.1M -26,111 -0.2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$855M -$147M -933,626 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$370M +$31.6M +200,984 +10%
BTI
6
Blue Trust Inc
Georgia
$315M -$9.32M -59,369 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$264M +$15.3M +97,183 +6%
MFG
8
Merit Financial Group
Georgia
$232M -$20M -127,378 -8%
Raymond James Financial
9
Raymond James Financial
Florida
$216M -$50.7K -323 -0%
UBS Group
10
UBS Group
Switzerland
$197M -$10.4M -66,361 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$189M -$6.25M -39,785 -3%
Wells Fargo
12
Wells Fargo
California
$178M -$5.05M -32,128 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$174M +$3.4M +21,635 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$142M +$12.7M +80,713 +10%
KIM
15
Kestra Investment Management
Texas
$133M -$127M -806,035 -50%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$127M +$13.4M +85,074 +12%
FWI
17
Facet Wealth Inc
Maryland
$120M +$3.18M +20,233 +3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$115M -$1.24M -7,888 -1%
BEI
19
Benjamin Edwards Inc
Missouri
$111M +$3.41M +21,728 +3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$103M +$32.9M +209,438 +50%
HighTower Advisors
21
HighTower Advisors
Illinois
$93.5M +$238K +1,514 +0.3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$83.2M +$1.26M +8,017 +2%
CFG
23
Citizens Financial Group
Rhode Island
$78.3M -$1.25M -7,947 -2%
Ameriprise
24
Ameriprise
Minnesota
$76.8M +$1.02M +6,496 +1%
AF
25
Allworth Financial
California
$73.5M -$2.31M -14,679 -3%