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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
BW
751
BIP Wealth
Georgia
$2.15M
HIS
752
Harvest Investment Services
Illinois
$2.15M
WEG
753
World Equity Group
Illinois
$2.13M
NG
754
Norden Group
Utah
$2.13M
UWPG
755
Ullmann Wealth Partners Group
Florida
$2.12M
OAS
756
Optivise Advisory Services
Tennessee
$2.12M
MCM
757
Manchester Capital Management
Vermont
$2.11M
RCM
758
Raleigh Capital Management
North Carolina
$2.11M
CAG
759
Crestwood Advisors Group
Massachusetts
$2.1M
BA
760
Bellwether Advisors
Nebraska
$2.09M
IMC
761
Investment Management Corporation
Virginia
$2.08M
FCFC
762
First Citizens Financial Corp
Iowa
$2.08M
TWP
763
Tempus Wealth Planning
California
$2.07M
AC
764
AWM Capital
Arizona
$2.07M
SWA
765
Sax Wealth Advisors
New Jersey
$2.06M
BWS
766
Buck Wealth Strategies
Colorado
$2.06M
SAM
767
Smartleaf Asset Management
Massachusetts
$2.05M
HIM
768
Hanlon Investment Management
New Jersey
$2.05M
MSWMA
769
Market Street Wealth Management Advisors
Indiana
$2.05M
PPW
770
PACK Private Wealth
Minnesota
$2.04M
BC
771
Bowman & Company
Wisconsin
$2.03M
HA
772
Helium Advisors
Washington
$2.02M
VVP
773
Venture Visionary Partners
Ohio
$2.02M
ESB
774
Essex Savings Bank
Connecticut
$2.02M
EW
775
Evoke Wealth
California
$2.02M