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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
CG
701
Corundum Group
Colorado
$2.47M
IAIM
702
International Assets Investment Management
Florida
$2.47M
SFG
703
Sovereign Financial Group
Connecticut
$2.47M
LL
704
LPWM LLC
Minnesota
$2.47M
KWM
705
Kaydan Wealth Management
Michigan
$2.47M
NAS
706
Nicolet Advisory Services
Wisconsin
$2.46M
CWM
707
Cornerstone Wealth Management
Missouri
$2.45M
B
708
Bensler
Washington
$2.45M
HCM
709
Hicks Capital Management
Ohio
$2.45M
SPI
710
Sutton Place Investors
New York
$2.44M
PFG
711
Pinnacle Financial Group
Illinois
$2.44M
HCP
712
Holt Capital Partners
Texas
$2.44M
RG
713
Rathbones Group
United Kingdom
$2.44M
BWP
714
Bernardo Wealth Planning
Pennsylvania
$2.44M
MWM
715
Marietta Wealth Management
Georgia
$2.41M
B
716
Bailard
California
$2.41M
FWTB
717
First Western Trust Bank
Colorado
$2.4M
CFP
718
Comprehensive Financial Planning
Pennsylvania
$2.4M
BCM
719
Becker Capital Management
Oregon
$2.39M
MA
720
MBA Advisors
Pennsylvania
$2.39M
NWA
721
Navis Wealth Advisors
New York
$2.38M
FCH
722
Freestone Capital Holdings
Washington
$2.36M
CRC
723
Curi RMB Capital
Illinois
$2.35M
BFA
724
Beacon Financial Advisory
Ohio
$2.34M
HP
725
Holistic Planning
Texas
$2.33M