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iShares S&P 500 Growth ETF

1,894 hedge funds and large institutions have $48B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 592 increasing their positions, 750 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.18% less ownership

Funds ownership: 73.57%72.39% (-1.2%)

5% less funds holding in top 10

Funds holding in top 10: 197187 (-10)

21% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 750

Holders
1,894
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
187
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.2M
Puts
$17.7M
Net Calls
Net Calls Change

Top Sellers

1 -$222M
2 -$176M
3 -$126M
4
Wells Fargo
Wells Fargo
California
-$76.5M
5
Morgan Stanley
Morgan Stanley
New York
-$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
226
Blue Trust Inc
Georgia
$18.4M
IW
227
Instrumental Wealth
Florida
$18.3M
TPI
228
Trust Point Inc
Wisconsin
$18.3M
SC
229
Savant Capital
Illinois
$18.2M
RA
230
Rodgers & Associates
Pennsylvania
$18.1M
IC
231
IEQ Capital
California
$18.1M
SFP
232
Sterling Financial Planning
New Jersey
$17.9M
JWA
233
JFS Wealth Advisors
Pennsylvania
$17.8M
MCM
234
M1 Capital Management
Michigan
$17.5M
AIM
235
Acropolis Investment Management
Missouri
$17.5M
WP
236
WealthShield Partners
North Carolina
$17.4M
CA
237
CoreCap Advisors
Michigan
$17.3M
COFSG
238
Carbahal Olsen Financial Services Group
California
$17.2M
William Blair & Company
239
William Blair & Company
Illinois
$17.2M
CFG
240
Cosner Financial Group
Colorado
$17.2M
MWM
241
McNaughton Wealth Management
California
$17.1M
VT
242
Vise Technologies
New York
$17.1M
SCA
243
Snowden Capital Advisors
New York
$17.1M
ASN
244
Advisory Services Network
Georgia
$17M
MA
245
Mutual Advisors
Nebraska
$16.9M
CPSC
246
Carl P. Sherr & Co
Massachusetts
$16.7M
FTS
247
Fifth Third Securities
Ohio
$16.5M
LSA
248
Lansing Street Advisors
Pennsylvania
$16.3M
Prudential Financial
249
Prudential Financial
New Jersey
$16.2M
WGC
250
Watts Gwilliam & Co
Arizona
$16.2M