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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
FCC
326
Florin Court Capital
United Kingdom
$11M
PFP
327
Pinnacle Financial Partners
Tennessee
$11M
HI
328
Harbour Investments
Wisconsin
$11M
SQA
329
Simon Quick Advisors
New Jersey
$10.8M
BFM
330
Broadview Financial Management
Wisconsin
$10.7M
PBO
331
Peoples Bank (Ohio)
Ohio
$10.7M
IA
332
IFG Advisory
Georgia
$10.7M
VPP
333
Vertex Planning Partners
Illinois
$10.6M
WFAG
334
Wescott Financial Advisory Group
Pennsylvania
$10.6M
WFA
335
Wellspring Financial Advisors
Ohio
$10.6M
PCIA
336
Prime Capital Investment Advisors
Kansas
$10.5M
QPWM
337
Quadrant Private Wealth Management
Pennsylvania
$10.5M
CCM
338
Coldstream Capital Management
Washington
$10.4M
EPA
339
Element Pointe Advisors
Florida
$10.3M
EWM
340
EPG Wealth Management
Georgia
$10.3M
DADC
341
D.A. Davidson & Co
Montana
$10.2M
NCM
342
Novare Capital Management
North Carolina
$10.1M
MSAM
343
Moloney Securities Asset Management
Missouri
$10M
IAG
344
Investment Advisory Group
Massachusetts
$10M
TFG
345
Tilson Financial Group
New Jersey
$9.98M
ECM
346
Evergreen Capital Management
Washington
$9.92M
RFM
347
Royal Fund Management
Florida
$9.79M
HWM
348
Hobbs Wealth Management
Indiana
$9.76M
ABWM
349
Alpine Bank Wealth Management
Colorado
$9.71M
SWM
350
SigFig Wealth Management
California
$9.71M