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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
HFS
726
Heritage Financial Services
Massachusetts
$2.24M
CPIA
727
Cornell Pochily Investment Advisors
New York
$2.24M
CWS
728
Confluence Wealth Services
Pennsylvania
$2.22M
STA
729
Summit Trail Advisors
New York
$2.22M
WCM
730
WealthTrak Capital Management
Virginia
$2.22M
AWA
731
Alta Wealth Advisors
Massachusetts
$2.22M
APC
732
Aspire Private Capital
North Carolina
$2.21M
WH
733
Whitcomb & Hess
Ohio
$2.21M
ACM
734
Absolute Capital Management
Pennsylvania
$2.2M
EPP
735
ETF Portfolio Partners
Kansas
$2.19M
FCA
736
Fortis Capital Advisors
Kansas
$2.19M
AIA
737
Accelerate Investment Advisors
California
$2.19M
BCMLT
738
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.19M
FCFC
739
First Commonwealth Financial Corp
Pennsylvania
$2.19M
CA
740
Capital Advantage
California
$2.19M
WT
741
Whittier Trust
California
$2.18M
HPC
742
HM Payson & Co
Maine
$2.17M
BHBT
743
Burke & Herbert Bank & Trust
Virginia
$2.17M
MSA
744
Marino Stram & Associates
Massachusetts
$2.17M
HFS
745
Hopwood Financial Services
Virginia
$2.17M
TCB
746
Texas Capital Bancshares
Texas
$2.16M
DC
747
Davenport & Co
Virginia
$2.16M
BW
748
BIP Wealth
Georgia
$2.15M
HIS
749
Harvest Investment Services
Illinois
$2.15M
WEG
750
World Equity Group
Illinois
$2.13M