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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
MAV
551
Mason & Associates (Virginia)
Virginia
$4.15M
RFP
552
RCS Financial Planning
Maryland
$4.12M
KWM
553
Kingsview Wealth Management
Oregon
$4.12M
RWMG
554
Redwood Wealth Management Group
New Jersey
$4.11M
AWA
555
Arete Wealth Advisors
Illinois
$4.07M
SCI
556
S&CO Inc
Massachusetts
$4.07M
M1FG
557
Mach-1 Financial Group
Arkansas
$4.05M
IAS
558
Integrity Advisory Solutions
Texas
$4.05M
SLT
559
St Louis Trust
Missouri
$4.04M
BIP
560
Bouvel Investment Partners
Pennsylvania
$4.02M
NA
561
Nottingham Advisors
New York
$4.01M
SCA
562
Southern Capital Advisors
Tennessee
$4M
HWA
563
Hilltop Wealth Advisors
North Carolina
$3.98M
WA
564
WBH Advisory
Maryland
$3.98M
PAA
565
Peregrine Asset Advisers
Oregon
$3.98M
Vontobel Holding
566
Vontobel Holding
Switzerland
$3.96M
WFS
567
WealthGarden F.S.
California
$3.95M
KWS
568
Keystone Wealth Services
California
$3.94M
MPCG
569
Matrix Private Capital Group
New York
$3.93M
BEI
570
Benjamin Edwards Inc
Missouri
$3.92M
BA
571
Bristlecone Advisors
Washington
$3.91M
HWM
572
Howard Wealth Management
Connecticut
$3.88M
SWM
573
StoneCrest Wealth Management
Arizona
$3.86M
FW
574
FullCircle Wealth
Texas
$3.86M
GG
575
GenWealth Group
New Jersey
$3.84M