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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
VC
826
Veracity Capital
Georgia
$1.69M
FA
827
Fountainhead AM
New Jersey
$1.69M
PIM
828
Progressive Investment Management
Oregon
$1.69M
IA
829
Insight Advisors
Pennsylvania
$1.68M
SVWAG
830
Sound View Wealth Advisors Group
Georgia
$1.67M
MCM
831
McDonough Capital Management
Florida
$1.67M
AWM
832
Able Wealth Management
New Jersey
$1.66M
BTWM
833
Brass Tax Wealth Management
Ohio
$1.66M
CWMK
834
Caliber Wealth Management (Kansas)
Kansas
$1.65M
AFW
835
Avantra Family Wealth
Pennsylvania
$1.65M
AA
836
Argent Advisors
Louisiana
$1.64M
CD
837
Chapin Davis
Maryland
$1.64M
WCM
838
Winthrop Capital Management
Indiana
$1.63M
SFP
839
Sandbox Financial Partners
Maryland
$1.62M
S
840
SignatureFD
Georgia
$1.61M
BOH
841
Bank of Hawaii
Hawaii
$1.61M
SPF
842
South Plains Financial
Texas
$1.61M
SOS
843
Silver Oak Securities
Tennessee
$1.61M
Deutsche Bank
844
Deutsche Bank
Germany
$1.6M
RFA
845
Resurgent Financial Advisors
Georgia
$1.6M
RA
846
Riversedge Advisors
Delaware
$1.59M
SB
847
Simmons Bank
Arkansas
$1.58M
AF
848
Advisornet Financial
Minnesota
$1.58M
HCM
849
Highview Capital Management
Illinois
$1.57M
SFS
850
Summit Financial Strategies
Ohio
$1.57M