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iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
NBWM
326
North Berkeley Wealth Management
California
$11.1M
OC
327
Oppenheimer & Co
New York
$11M
FCC
328
Florin Court Capital
United Kingdom
$11M
PFP
329
Pinnacle Financial Partners
Tennessee
$11M
HI
330
Harbour Investments
Wisconsin
$11M
SQA
331
Simon Quick Advisors
New Jersey
$10.8M
BFM
332
Broadview Financial Management
Wisconsin
$10.7M
PBO
333
Peoples Bank (Ohio)
Ohio
$10.7M
IA
334
IFG Advisory
Georgia
$10.7M
VPP
335
Vertex Planning Partners
Illinois
$10.6M
WFAG
336
Wescott Financial Advisory Group
Pennsylvania
$10.6M
WFA
337
Wellspring Financial Advisors
Ohio
$10.6M
PCIA
338
Prime Capital Investment Advisors
Kansas
$10.5M
QPWM
339
Quadrant Private Wealth Management
Pennsylvania
$10.5M
CCM
340
Coldstream Capital Management
Washington
$10.4M
EPA
341
Element Pointe Advisors
Florida
$10.3M
EWM
342
EPG Wealth Management
Georgia
$10.3M
DADC
343
D.A. Davidson & Co
Montana
$10.2M
NCM
344
Novare Capital Management
North Carolina
$10.1M
MSAM
345
Moloney Securities Asset Management
Missouri
$10M
IAG
346
Investment Advisory Group
Massachusetts
$10M
TFG
347
Tilson Financial Group
New Jersey
$9.98M
ECM
348
Evergreen Capital Management
Washington
$9.92M
RFM
349
Royal Fund Management
Florida
$9.79M
HWM
350
Hobbs Wealth Management
Indiana
$9.76M