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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
WIM
601
WealthPlan Investment Management
Nebraska
$3.63M
CRI
602
Commonwealth Retirement Investments
Virginia
$3.61M
AAS
603
Asset Allocation Strategies
Michigan
$3.61M
Bessemer Group
604
Bessemer Group
New Jersey
$3.58M
RIG
605
Ramiah Investment Group
Wisconsin
$3.55M
KBFS
606
Kohmann Bosshard Financial Services
Ohio
$3.52M
BWA
607
BCU Wealth Advisors
Illinois
$3.51M
CIA
608
Choate Investment Advisors
Massachusetts
$3.51M
BW
609
Blalock Williams
Alabama
$3.49M
BWM
610
Baron Wealth Management
Michigan
$3.48M
KAS
611
KPP Advisory Services
Kentucky
$3.47M
VAM
612
Verity Asset Management
North Carolina
$3.46M
WWC
613
Waypoint Wealth Counsel
Georgia
$3.46M
SAI
614
Savvy Advisors Inc
New York
$3.45M
MWM
615
Mattern Wealth Management
Kansas
$3.45M
AA
616
Armis Advisers
Georgia
$3.44M
5W
617
5T Wealth
California
$3.44M
TI
618
Truepoint Inc
Ohio
$3.43M
PA
619
Pinnacle Associates
New York
$3.43M
EFS
620
Essex Financial Services
Connecticut
$3.43M
EWA
621
EverSource Wealth Advisors
Alabama
$3.43M
SPC
622
Spirepoint Private Client
Florida
$3.41M
RL
623
Rogco LP
Oklahoma
$3.4M
PCA
624
Prosperity Capital Advisors
Ohio
$3.38M
TNBTD
625
Trustmark National Bank Trust Department
Mississippi
$3.38M