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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
CWS
251
Cypress Wealth Services
California
$16.2M
AssetMark Inc
252
AssetMark Inc
California
$16.1M
SL
253
Sentinus LLC
Illinois
$16.1M
RIA
254
Regal Investment Advisors
Michigan
$16M
AWA
255
American Wealth Advisors
Georgia
$15.5M
ATC
256
Argent Trust Co
Tennessee
$15.3M
SA
257
Sovran Advisors
California
$15.2M
PCTC
258
Perkins Coie Trust Company
Washington
$14.9M
AQR Capital Management
259
AQR Capital Management
Connecticut
$14.9M
LIA
260
LBMC Investment Advisors
Tennessee
$14.9M
WJA
261
Willis Johnson & Associates
Texas
$14.8M
AWP
262
Avid Wealth Partners
Texas
$14.6M
Brown Advisory
263
Brown Advisory
Maryland
$14.5M
BHB
264
Bank Hapoalim BM
Israel
$14.4M
PGFC
265
Peapack-Gladstone Financial Corp
New Jersey
$14.4M
WWA
266
WCG Wealth Advisors
Nevada
$14.4M
WAL
267
W Advisors LLC
Tennessee
$14.3M
MFA
268
Mayflower Financial Advisors
Massachusetts
$14.2M
UBV
269
United Bank (Virginia)
Virginia
$14.2M
ACM
270
Ascent Capital Management
Oregon
$14.1M
TFCP
271
Twin Focus Capital Partners
Massachusetts
$14.1M
MMA
272
Miracle Mile Advisors
California
$14.1M
BFIM
273
Beese Fulmer Investment Management
Ohio
$14M
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$13.9M
CA
275
Centerpoint Advisors
Massachusetts
$13.8M