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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
MAM
901
MMA Asset Management
Pennsylvania
$1.37M
WPA
902
West Paces Advisors
Georgia
$1.37M
FMTC
903
Farmers & Merchants Trust Company
California
$1.36M
FPW
904
Flagship Private Wealth
Massachusetts
$1.35M
CWM
905
C2C Wealth Management
Arizona
$1.35M
BM
906
Berman McAleer
Maryland
$1.34M
SWP
907
Semus Wealth Partners
Florida
$1.34M
FWM
908
Focused Wealth Management
New York
$1.33M
LSIA
909
LaSalle St. Investment Advisors
Illinois
$1.33M
FNBSF
910
First National Bank Sioux Falls
South Dakota
$1.32M
SCTC
911
Sanibel Captiva Trust Company
Florida
$1.32M
LA
912
Latitude Advisors
Florida
$1.32M
BF
913
Blankinship & Foster
California
$1.32M
GAM
914
Gemmer Asset Management
California
$1.31M
TFG
915
Taylor Financial Group
Virginia
$1.31M
IAS
916
Insigneo Advisory Services
Florida
$1.31M
HNWA
917
Henrickson Nauta Wealth Advisors
Michigan
$1.3M
SWM
918
Stockman Wealth Management
Montana
$1.29M
FWM
919
FFT Wealth Management
Pennsylvania
$1.29M
LWM
920
LongView Wealth Management
Georgia
$1.29M
HCM
921
Hollencrest Capital Management
California
$1.29M
GSWM
922
Greenup Street Wealth Management
Michigan
$1.28M
OFP
923
OFC Financial Planning
New Jersey
$1.28M
Neuberger Berman Group
924
Neuberger Berman Group
New York
$1.28M
AT
925
American Trust
Kentucky
$1.27M