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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
HA
776
Helium Advisors
Washington
$2.02M
VVP
777
Venture Visionary Partners
Ohio
$2.02M
ESB
778
Essex Savings Bank
Connecticut
$2.02M
EW
779
Evoke Wealth
California
$2.02M
BFS
780
Bradley Foster & Sargent
Connecticut
$2.02M
FCAS
781
First Command Advisory Services
Texas
$2.02M
FLPIM
782
F.L. Putnam Investment Management
Massachusetts
$2.01M
BFS
783
Burkett Financial Services
South Carolina
$2.01M
SWA
784
Strategies Wealth Advisors
Michigan
$2.01M
SPWG
785
Syntegra Private Wealth Group
Missouri
$2M
Fisher Asset Management
786
Fisher Asset Management
Washington
$2M
GS
787
GTS Securities
New York
$2M
VPIM
788
Vanguard Personalized Indexing Management
California
$1.99M
PIA
789
Perennial Investment Advisors
California
$1.99M
MSWM
790
McGlone Suttner Wealth Management
Wisconsin
$1.99M
ACM
791
Advisors Capital Management
New Jersey
$1.99M
NLP
792
Next Level Private
New York
$1.99M
GSWM
793
Golden State Wealth Management
California
$1.99M
RW
794
REDW Wealth
New Mexico
$1.99M
FF
795
Finley Financial
Nevada
$1.98M
PWM
796
Partners Wealth Management
California
$1.96M
DWMS
797
Dominguez Wealth Management Solutions
Virginia
$1.96M
AWM
798
Aprio Wealth Management
Georgia
$1.95M
SW
799
SlateStone Wealth
Florida
$1.94M
SWM
800
Sendero Wealth Management
Texas
$1.92M