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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
CIC
576
Carnegie Investment Counsel
Ohio
$3.83M
SIS
577
Sound Income Strategies
Florida
$3.82M
SF
578
Synovus Financial
Georgia
$3.82M
Koshinski Asset Management
579
Koshinski Asset Management
Illinois
$3.82M
CSP
580
Cary Street Partners
Virginia
$3.82M
First Trust Advisors
581
First Trust Advisors
Illinois
$3.77M
RRA
582
Round Rock Advisors
Connecticut
$3.76M
MFS
583
Madrona Financial Services
Washington
$3.75M
VWM
584
Venturi Wealth Management
Texas
$3.75M
1CP
585
17 Capital Partners
Arizona
$3.73M
FCBT
586
First Citizens Bank & Trust
North Carolina
$3.72M
MGIA
587
Matthew Goff Investment Advisor
Texas
$3.71M
LIA
588
LifePlan Investment Advisors
North Carolina
$3.69M
HCC
589
Hirtle Callaghan & Co
Pennsylvania
$3.67M
BFS
590
BridgePort Financial Solutions
Iowa
$3.66M
HNB
591
Hilltop National Bank
Wyoming
$3.64M
PFA
592
Pathway Financial Advisors
Vermont
$3.64M
PTC
593
Private Trust Company
Ohio
$3.63M
WIM
594
WealthPlan Investment Management
Nebraska
$3.63M
CRI
595
Commonwealth Retirement Investments
Virginia
$3.61M
AAS
596
Asset Allocation Strategies
Michigan
$3.61M
Bessemer Group
597
Bessemer Group
New Jersey
$3.58M
RIG
598
Ramiah Investment Group
Wisconsin
$3.55M
KBFS
599
Kohmann Bosshard Financial Services
Ohio
$3.52M
BWA
600
BCU Wealth Advisors
Illinois
$3.51M