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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
BIM
476
Bridges Investment Management
Nebraska
$5.63M
EE
477
EWG Elevate
California
$5.61M
SFS
478
Sowell Financial Services
Arkansas
$5.59M
CAM
479
Carret Asset Management
New York
$5.56M
BBHC
480
Brown Brothers Harriman & Co
New York
$5.54M
AWE
481
Avidian Wealth Enterprises
Texas
$5.49M
TWP
482
Total Wealth Planning
Ohio
$5.47M
RWS
483
Resolute Wealth Strategies
Mississippi
$5.44M
RWRC
484
R.W. Roge & Company
New York
$5.42M
TNB
485
Thomasville National Bank
Georgia
$5.41M
WPC
486
Waters Parkerson & Co
Louisiana
$5.4M
WAG
487
Winthrop Advisory Group
Massachusetts
$5.36M
KFA
488
Kapstone Financial Advisors
Ohio
$5.35M
IWM
489
IHT Wealth Management
Illinois
$5.3M
TF
490
TME Financial
California
$5.29M
BCWM
491
Bartlett & Co Wealth Management
Ohio
$5.25M
FPAS
492
Focus Partners Advisor Solutions
Missouri
$5.2M
DT
493
Diversified Trust
Tennessee
$5.14M
FRA
494
FFG Retirement Advisors
Colorado
$5.13M
MFC
495
Morris Financial Concepts
South Carolina
$5.12M
RFA
496
RTD Financial Advisors
Pennsylvania
$5.09M
WP
497
Wealthspan Partners
Iowa
$5.09M
C
498
Croban
Ohio
$5.06M
AMG
499
Asset Management Group
Connecticut
$5.06M
Calamos Advisors
500
Calamos Advisors
Illinois
$5.06M