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iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
501
Bartlett & Co Wealth Management
Ohio
$5.25M
FPAS
502
Focus Partners Advisor Solutions
Missouri
$5.2M
DT
503
Diversified Trust
Tennessee
$5.14M
FRA
504
FFG Retirement Advisors
Colorado
$5.13M
MFC
505
Morris Financial Concepts
South Carolina
$5.12M
RFA
506
RTD Financial Advisors
Pennsylvania
$5.09M
WP
507
Wealthspan Partners
Iowa
$5.09M
C
508
Croban
Ohio
$5.06M
AMG
509
Asset Management Group
Connecticut
$5.06M
Calamos Advisors
510
Calamos Advisors
Illinois
$5.06M
MWA
511
Meridian Wealth Advisors
Texas
$5.04M
TF
512
Theory Financial
Colorado
$5.02M
VWM
513
Valley Wealth Managers
New Jersey
$5M
NFG
514
Nations Financial Group
Iowa
$4.98M
DWP
515
Daymark Wealth Partners
Ohio
$4.88M
CAM
516
Concorde Asset Management
Michigan
$4.87M
OFG
517
Oxford Financial Group
Indiana
$4.87M
DWT
518
Dorsey & Whitney Trust
South Dakota
$4.86M
GT
519
Glenview Trust
Kentucky
$4.85M
RWS
520
Retirement Wealth Solutions
Wisconsin
$4.84M
GLLW
521
Graves Light Lenhart Wealth
Virginia
$4.84M
FA
522
Faithward Advisors
Pennsylvania
$4.75M
CPG
523
Cornerstone Planning Group
New Jersey
$4.74M
MG
524
Mather Group
Illinois
$4.71M
SI
525
Stephens Inc
Arkansas
$4.66M