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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
BFS
776
Burkett Financial Services
South Carolina
$2.01M
SWA
777
Strategies Wealth Advisors
Michigan
$2.01M
SPWG
778
Syntegra Private Wealth Group
Missouri
$2M
Fisher Asset Management
779
Fisher Asset Management
Washington
$2M
GS
780
GTS Securities
New York
$2M
VPIM
781
Vanguard Personalized Indexing Management
California
$1.99M
PIA
782
Perennial Investment Advisors
California
$1.99M
MSWM
783
McGlone Suttner Wealth Management
Wisconsin
$1.99M
ACM
784
Advisors Capital Management
New Jersey
$1.99M
NLP
785
Next Level Private
New York
$1.99M
GSWM
786
Golden State Wealth Management
California
$1.99M
RW
787
REDW Wealth
New Mexico
$1.99M
FF
788
Finley Financial
Nevada
$1.98M
PWM
789
Partners Wealth Management
California
$1.96M
DWMS
790
Dominguez Wealth Management Solutions
Virginia
$1.96M
AWM
791
Aprio Wealth Management
Georgia
$1.95M
SW
792
SlateStone Wealth
Florida
$1.94M
SWM
793
Sendero Wealth Management
Texas
$1.92M
PB
794
Pinnacle Bancorp
Nebraska
$1.9M
ZF
795
Zhang Financial
Michigan
$1.9M
ACI
796
Alpha Cubed Investments
California
$1.89M
LA
797
Legacy Advisors
Pennsylvania
$1.88M
ES
798
Eagle Strategies
New York
$1.88M
HKIMG
799
Hutchens & Kramer Investment Management Group
Indiana
$1.87M
SNB
800
Security National Bank
Nebraska
$1.87M