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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
C
501
Croban
Ohio
$5.06M
AMG
502
Asset Management Group
Connecticut
$5.06M
Calamos Advisors
503
Calamos Advisors
Illinois
$5.06M
MWA
504
Meridian Wealth Advisors
Texas
$5.04M
TF
505
Theory Financial
Colorado
$5.02M
VWM
506
Valley Wealth Managers
New Jersey
$5M
NFG
507
Nations Financial Group
Iowa
$4.98M
DWP
508
Daymark Wealth Partners
Ohio
$4.88M
CAM
509
Concorde Asset Management
Michigan
$4.87M
OFG
510
Oxford Financial Group
Indiana
$4.87M
DWT
511
Dorsey & Whitney Trust
South Dakota
$4.86M
GT
512
Glenview Trust
Kentucky
$4.85M
RWS
513
Retirement Wealth Solutions
Wisconsin
$4.84M
GLLW
514
Graves Light Lenhart Wealth
Virginia
$4.84M
FA
515
Faithward Advisors
Pennsylvania
$4.75M
CPG
516
Cornerstone Planning Group
New Jersey
$4.74M
MG
517
Mather Group
Illinois
$4.71M
SI
518
Stephens Inc
Arkansas
$4.66M
ST
519
Smithfield Trust
Pennsylvania
$4.65M
GVCM
520
Global View Capital Management
Wisconsin
$4.63M
EFG
521
Embree Financial Group
Illinois
$4.62M
SFM
522
Signet Financial Management
New Jersey
$4.59M
SCM
523
Saxony Capital Management
Missouri
$4.57M
MWM
524
Mission Wealth Management
California
$4.56M
VFA
525
Valeo Financial Advisors
Indiana
$4.55M