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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
LF
676
Lighthouse Financial
Florida
$2.67M
SAW
677
Signal Advisors Wealth
Michigan
$2.67M
SFC
678
Sprinkle Financial Consultants
Colorado
$2.67M
RB
679
Renasant Bank
Mississippi
$2.66M
OA
680
Operose Advisors
Wisconsin
$2.65M
FFM
681
Forum Financial Management
Illinois
$2.61M
QCM
682
QRG Capital Management
Illinois
$2.61M
SP
683
Stablepoint Partners
Massachusetts
$2.61M
CS
684
Capital Square
Tennessee
$2.6M
LFP
685
Lakeshore Financial Planning
Michigan
$2.6M
EAM
686
Evanson Asset Management
California
$2.58M
FPW
687
Fairvoy Private Wealth
Alabama
$2.55M
TLFA
688
True Link Financial Advisors
California
$2.54M
MWA
689
Merkkuri Wealth Advisors
New York
$2.52M
MGWM
690
Marks Group Wealth Management
Minnesota
$2.5M
OP
691
ORG Partners
Indiana
$2.5M
RIG
692
RiverFront Investment Group
Virginia
$2.49M
WAP
693
Wealthcare Advisory Partners
Pennsylvania
$2.48M
CG
694
Corundum Group
Colorado
$2.47M
IAIM
695
International Assets Investment Management
Florida
$2.47M
SFG
696
Sovereign Financial Group
Connecticut
$2.47M
LL
697
LPWM LLC
Minnesota
$2.47M
KWM
698
Kaydan Wealth Management
Michigan
$2.47M
NAS
699
Nicolet Advisory Services
Wisconsin
$2.46M
CWM
700
Cornerstone Wealth Management
Missouri
$2.45M