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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
CIA
601
Choate Investment Advisors
Massachusetts
$3.51M
BW
602
Blalock Williams
Alabama
$3.49M
BWM
603
Baron Wealth Management
Michigan
$3.48M
KAS
604
KPP Advisory Services
Kentucky
$3.47M
VAM
605
Verity Asset Management
North Carolina
$3.46M
WWC
606
Waypoint Wealth Counsel
Georgia
$3.46M
SAI
607
Savvy Advisors Inc
New York
$3.45M
MWM
608
Mattern Wealth Management
Kansas
$3.45M
AA
609
Armis Advisers
Georgia
$3.44M
5W
610
5T Wealth
California
$3.44M
TI
611
Truepoint Inc
Ohio
$3.43M
PA
612
Pinnacle Associates
New York
$3.43M
EFS
613
Essex Financial Services
Connecticut
$3.43M
EWA
614
EverSource Wealth Advisors
Alabama
$3.43M
SPC
615
Spirepoint Private Client
Florida
$3.41M
RL
616
Rogco LP
Oklahoma
$3.4M
PCA
617
Prosperity Capital Advisors
Ohio
$3.38M
TNBTD
618
Trustmark National Bank Trust Department
Mississippi
$3.38M
JFG
619
JMG Financial Group
Illinois
$3.38M
RhumbLine Advisers
620
RhumbLine Advisers
Massachusetts
$3.37M
ICP
621
Interchange Capital Partners
Pennsylvania
$3.31M
BFO
622
Boston Family Office
Massachusetts
$3.31M
AWA
623
A4 Wealth Advisors
North Carolina
$3.3M
CA
624
Calton & Associates
Florida
$3.29M
RPC
625
Rossmore Private Capital
Connecticut
$3.28M