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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
NG
751
Norden Group
Utah
$2.13M
UWPG
752
Ullmann Wealth Partners Group
Florida
$2.12M
OAS
753
Optivise Advisory Services
Tennessee
$2.12M
MCM
754
Manchester Capital Management
Vermont
$2.11M
RCM
755
Raleigh Capital Management
North Carolina
$2.11M
CAG
756
Crestwood Advisors Group
Massachusetts
$2.1M
BA
757
Bellwether Advisors
Nebraska
$2.09M
IMC
758
Investment Management Corporation
Virginia
$2.08M
FCFC
759
First Citizens Financial Corp
Iowa
$2.08M
TWP
760
Tempus Wealth Planning
California
$2.07M
AC
761
AWM Capital
Arizona
$2.07M
SWA
762
Sax Wealth Advisors
New Jersey
$2.06M
BWS
763
Buck Wealth Strategies
Colorado
$2.06M
SAM
764
Smartleaf Asset Management
Massachusetts
$2.05M
HIM
765
Hanlon Investment Management
New Jersey
$2.05M
MSWMA
766
Market Street Wealth Management Advisors
Indiana
$2.05M
PPW
767
PACK Private Wealth
Minnesota
$2.04M
BC
768
Bowman & Company
Wisconsin
$2.03M
HA
769
Helium Advisors
Washington
$2.02M
VVP
770
Venture Visionary Partners
Ohio
$2.02M
ESB
771
Essex Savings Bank
Connecticut
$2.02M
EW
772
Evoke Wealth
California
$2.02M
BFS
773
Bradley Foster & Sargent
Connecticut
$2.02M
FCAS
774
First Command Advisory Services
Texas
$2.02M
FLPIM
775
F.L. Putnam Investment Management
Massachusetts
$2.01M