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iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
Apella Capital
Connecticut
$12.8M
CCFM
302
Clear Creek Financial Management
Washington
$12.7M
SP
303
Sherman Porfolios
Idaho
$12.6M
FAN
304
Financial Advisors Network
California
$12.6M
SWMP
305
Signature Wealth Management Partners
New Jersey
$12.5M
PWM
306
Perigon Wealth Management
California
$12.5M
HFW
307
Horizon Family Wealth
Illinois
$12.3M
PCA
308
Pallas Capital Advisors
Massachusetts
$12M
ONB
309
Old National Bancorp
Indiana
$12M
EFG
310
Ehrlich Financial Group
California
$11.9M
AllianceBernstein
311
AllianceBernstein
Tennessee
$11.9M
FFBTD
312
First Financial Bank - Trust Division
Ohio
$11.8M
AAS
313
Ameritas Advisory Services
Nebraska
$11.8M
HCM
314
Howard Capital Management
Georgia
$11.8M
FFWA
315
Forthright Family Wealth Advisory
Texas
$11.7M
HW
316
Hancock Whitney
Mississippi
$11.7M
KFP
317
KMG Fiduciary Partners
Ohio
$11.7M
ABC
318
Associated Banc-Corp
Wisconsin
$11.6M
GVAG
319
Great Valley Advisor Group
Delaware
$11.6M
GWM
320
Geneos Wealth Management
Colorado
$11.6M
MW
321
Maia Wealth
Colorado
$11.6M
FP
322
Financial Perspectives
Minnesota
$11.5M
PFG
323
Pacific Financial Group
Washington
$11.5M
AA
324
Ancora Advisors
Ohio
$11.5M
BWM
325
BKM Wealth Management
Wisconsin
$11.5M