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iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
KWM
701
Kaydan Wealth Management
Michigan
$2.47M
NAS
702
Nicolet Advisory Services
Wisconsin
$2.46M
CWM
703
Cornerstone Wealth Management
Missouri
$2.45M
B
704
Bensler
Washington
$2.45M
HCM
705
Hicks Capital Management
Ohio
$2.45M
SPI
706
Sutton Place Investors
New York
$2.44M
PFG
707
Pinnacle Financial Group
Illinois
$2.44M
HCP
708
Holt Capital Partners
Texas
$2.44M
RG
709
Rathbones Group
United Kingdom
$2.44M
BWP
710
Bernardo Wealth Planning
Pennsylvania
$2.44M
MWM
711
Marietta Wealth Management
Georgia
$2.41M
B
712
Bailard
California
$2.41M
FWTB
713
First Western Trust Bank
Colorado
$2.4M
CFP
714
Comprehensive Financial Planning
Pennsylvania
$2.4M
BCM
715
Becker Capital Management
Oregon
$2.39M
MA
716
MBA Advisors
Pennsylvania
$2.39M
NWA
717
Navis Wealth Advisors
New York
$2.38M
FCH
718
Freestone Capital Holdings
Washington
$2.36M
CRC
719
Curi RMB Capital
Illinois
$2.35M
BFA
720
Beacon Financial Advisory
Ohio
$2.34M
HP
721
Holistic Planning
Texas
$2.33M
EWA
722
Emergent Wealth Advisors
New York
$2.31M
KFAA
723
Klaas Financial Asset Advisors
Illinois
$2.3M
FA
724
Fiduciary Alliance
South Carolina
$2.28M
AIS
725
American Investment Services
Massachusetts
$2.28M