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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
MCM
926
MidAtlantic Capital Management
Virginia
$1.26M
FNT
927
First National Trust
Pennsylvania
$1.26M
USCWA
928
U.S. Capital Wealth Advisors
Texas
$1.26M
LA
929
Lifeworks Advisors
Michigan
$1.26M
WTB
930
Washington Trust Bank
Washington
$1.26M
RDFA
931
Ritter Daniher Financial Advisory
Ohio
$1.26M
BIG
932
Brookwood Investment Group
Arizona
$1.25M
AFG
933
Atomi Financial Group
New York
$1.25M
PCM
934
Pennsylvania Capital Management
Pennsylvania
$1.25M
IWM
935
Iams Wealth Management
Nebraska
$1.25M
SIC
936
Salem Investment Counselors
North Carolina
$1.25M
ABTD
937
Arvest Bank Trust Division
Oklahoma
$1.25M
SA
938
Sonoma Allocations
California
$1.25M
SMA
939
Sage Mountain Advisors
Georgia
$1.24M
FAM
940
Forte Asset Management
New York
$1.24M
MG
941
McHugh Group
Ohio
$1.24M
EWA
942
Evolution Wealth Advisors
Florida
$1.23M
FFG
943
Fortress Financial Group
Minnesota
$1.23M
LWM
944
Lakeridge Wealth Management
Ohio
$1.23M
PFBT
945
Parkside Financial Bank & Trust
Missouri
$1.23M
IA
946
IFG Advisors
Missouri
$1.23M
CCWM
947
Cassaday & Co Wealth Management
Virginia
$1.22M
PWA
948
Provenance Wealth Advisors
Florida
$1.22M
ACS
949
Archford Capital Strategies
Illinois
$1.22M
DAS
950
Dynamic Advisor Solutions
Arizona
$1.22M