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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
CF
351
Centaurus Financial
California
$9.7M
GWMR
352
GC Wealth Management RIA
Massachusetts
$9.61M
EWA
353
Exencial Wealth Advisors
Oklahoma
$9.59M
ECA
354
Elevation Capital Advisory
Oregon
$9.56M
SEIA
355
Signature Estate & Investment Advisors
California
$9.54M
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$9.53M
IAN
357
Integrated Advisors Network
Texas
$9.52M
Franklin Resources
358
Franklin Resources
California
$9.22M
CI
359
Conning Inc
Connecticut
$9.03M
TVM
360
True Vision MN
Minnesota
$9.02M
RPGK
361
Retirement Planning Group (Kansas)
Kansas
$9M
WA
362
Win Advisors
Florida
$8.97M
PAS
363
PKS Advisory Services
New York
$8.96M
EIP
364
Ellis Investment Partners
Pennsylvania
$8.94M
TRCT
365
Tower Research Capital (TRC)
New York
$8.77M
MHC
366
May Hill Capital
Massachusetts
$8.74M
SCG
367
Sonata Capital Group
Washington
$8.66M
GWP
368
Gen-Wealth Partners
Michigan
$8.64M
EFG
369
Ethos Financial Group
Pennsylvania
$8.64M
CAI
370
Capital Advisors Inc
Oklahoma
$8.59M
BRWA
371
B. Riley Wealth Advisors
Florida
$8.57M
EPW
372
Endeavor Private Wealth
Kansas
$8.55M
HSWS
373
Higgins & Schmidt Wealth Strategies
Colorado
$8.48M
AC
374
Avestar Capital
New York
$8.48M
SIAS
375
Summit Investment Advisory Services
Minnesota
$8.46M