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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
MWA
501
Meridian Wealth Advisors
Texas
$5.04M
TF
502
Theory Financial
Colorado
$5.02M
VWM
503
Valley Wealth Managers
New Jersey
$5M
NFG
504
Nations Financial Group
Iowa
$4.98M
DWP
505
Daymark Wealth Partners
Ohio
$4.88M
CAM
506
Concorde Asset Management
Michigan
$4.87M
OFG
507
Oxford Financial Group
Indiana
$4.87M
DWT
508
Dorsey & Whitney Trust
South Dakota
$4.86M
GT
509
Glenview Trust
Kentucky
$4.85M
RWS
510
Retirement Wealth Solutions
Wisconsin
$4.84M
GLLW
511
Graves Light Lenhart Wealth
Virginia
$4.84M
FA
512
Faithward Advisors
Pennsylvania
$4.75M
CPG
513
Cornerstone Planning Group
New Jersey
$4.74M
MG
514
Mather Group
Illinois
$4.71M
SI
515
Stephens Inc
Arkansas
$4.66M
ST
516
Smithfield Trust
Pennsylvania
$4.65M
GVCM
517
Global View Capital Management
Wisconsin
$4.63M
EFG
518
Embree Financial Group
Illinois
$4.62M
SFM
519
Signet Financial Management
New Jersey
$4.59M
SCM
520
Saxony Capital Management
Missouri
$4.57M
MWM
521
Mission Wealth Management
California
$4.56M
VFA
522
Valeo Financial Advisors
Indiana
$4.55M
PAG
523
Private Advisory Group
Washington
$4.55M
HT
524
Heritage Trust
Oklahoma
$4.55M
SC
525
Sierra Capital
Florida
$4.53M