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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
JSL
526
JT Stratford LLC
Georgia
$4.53M
SF
527
SWP Financial
California
$4.49M
HIA
528
Harbor Investment Advisory
Maryland
$4.46M
CFS
529
Commonwealth Financial Services
West Virginia
$4.45M
SF
530
Summit Financial
New Jersey
$4.43M
SWA
531
Stratos Wealth Advisors
Ohio
$4.41M
GPWA
532
Great Point Wealth Advisors
Massachusetts
$4.41M
FWA
533
FSC Wealth Advisors
New York
$4.4M
PA
534
PFG Advisors
Arizona
$4.4M
C1AG
535
Client 1st Advisory Group
Florida
$4.38M
TCA
536
Transcend Capital Advisors
New Jersey
$4.37M
PA
537
Procyon Advisors
Connecticut
$4.35M
HCA
538
Heck Capital Advisors
Wisconsin
$4.32M
CC
539
Copperleaf Capital
North Carolina
$4.29M
GPW
540
Gray Private Wealth
Massachusetts
$4.29M
RBFC
541
Roman Butler Fullerton & Co
Missouri
$4.27M
RIM
542
Redwood Investment Management
Arizona
$4.26M
AIA
543
Arrow Investment Advisors
Maryland
$4.25M
EB
544
Eastern Bank
Massachusetts
$4.25M
FHC
545
First Horizon Corporation
Tennessee
$4.24M
DPI
546
Diversified Portfolios Inc
Michigan
$4.23M
GCM
547
Gables Capital Management
Florida
$4.23M
HTC
548
Haverford Trust Company
Pennsylvania
$4.18M
MFG
549
Magnus Financial Group
New York
$4.18M
CA
550
CWC Advisors
Oregon
$4.16M