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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
B
701
Bensler
Washington
$2.45M
HCM
702
Hicks Capital Management
Ohio
$2.45M
SPI
703
Sutton Place Investors
New York
$2.44M
PFG
704
Pinnacle Financial Group
Illinois
$2.44M
HCP
705
Holt Capital Partners
Texas
$2.44M
RG
706
Rathbones Group
United Kingdom
$2.44M
BWP
707
Bernardo Wealth Planning
Pennsylvania
$2.44M
MWM
708
Marietta Wealth Management
Georgia
$2.41M
B
709
Bailard
California
$2.41M
FWTB
710
First Western Trust Bank
Colorado
$2.4M
CFP
711
Comprehensive Financial Planning
Pennsylvania
$2.4M
BCM
712
Becker Capital Management
Oregon
$2.39M
MA
713
MBA Advisors
Pennsylvania
$2.39M
NWA
714
Navis Wealth Advisors
New York
$2.38M
FCH
715
Freestone Capital Holdings
Washington
$2.36M
CRC
716
Curi RMB Capital
Illinois
$2.35M
BFA
717
Beacon Financial Advisory
Ohio
$2.34M
HP
718
Holistic Planning
Texas
$2.33M
EWA
719
Emergent Wealth Advisors
New York
$2.31M
KFAA
720
Klaas Financial Asset Advisors
Illinois
$2.3M
FA
721
Fiduciary Alliance
South Carolina
$2.28M
AIS
722
American Investment Services
Massachusetts
$2.28M
NG
723
Novem Group
New York
$2.28M
TFGT
724
TS Financial Group (TSFG)
Illinois
$2.26M
WTC
725
WhitTier Trust Company
Nevada
$2.26M