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iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 599 increasing their positions, 757 reducing their positions, and 54 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:

0.93% less ownership

Funds ownership: 73.84%72.91% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
MFC
501
Morris Financial Concepts
South Carolina
$5.12M
RFA
502
RTD Financial Advisors
Pennsylvania
$5.09M
WP
503
Wealthspan Partners
Iowa
$5.09M
C
504
Croban
Ohio
$5.06M
AMG
505
Asset Management Group
Connecticut
$5.06M
Calamos Advisors
506
Calamos Advisors
Illinois
$5.06M
MWA
507
Meridian Wealth Advisors
Texas
$5.04M
TF
508
Theory Financial
Colorado
$5.02M
VWM
509
Valley Wealth Managers
New Jersey
$5M
NFG
510
Nations Financial Group
Iowa
$4.98M
DWP
511
Daymark Wealth Partners
Ohio
$4.88M
CAM
512
Concorde Asset Management
Michigan
$4.87M
OFG
513
Oxford Financial Group
Indiana
$4.87M
DWT
514
Dorsey & Whitney Trust
South Dakota
$4.86M
GT
515
Glenview Trust
Kentucky
$4.85M
RWS
516
Retirement Wealth Solutions
Wisconsin
$4.84M
GLLW
517
Graves Light Lenhart Wealth
Virginia
$4.84M
FA
518
Faithward Advisors
Pennsylvania
$4.75M
CPG
519
Cornerstone Planning Group
New Jersey
$4.74M
MG
520
Mather Group
Illinois
$4.71M
SI
521
Stephens Inc
Arkansas
$4.66M
ST
522
Smithfield Trust
Pennsylvania
$4.65M
GVCM
523
Global View Capital Management
Wisconsin
$4.63M
EFG
524
Embree Financial Group
Illinois
$4.62M
SFM
525
Signet Financial Management
New Jersey
$4.59M