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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
BOS
976
Bank of Stockton
California
$1.15M
FT
977
Fiduciary Trust
Massachusetts
$1.15M
PI
978
PFG Investments
New York
$1.15M
LWA
979
Lantern Wealth Advisors
New York
$1.15M
SHA
980
Seneca House Advisors
Virginia
$1.15M
CPA
981
Capital Planning Advisors
California
$1.15M
BFG
982
Beacon Financial Group
Texas
$1.15M
JSSH
983
J. Safra Sarasin Holding
$1.14M
VA
984
Vident Advisory
Georgia
$1.14M
CB
985
CNB Bank
Pennsylvania
$1.13M
CWA
986
Consilio Wealth Advisors
Washington
$1.12M
EA
987
Everpar Advisors
Oklahoma
$1.12M
CGA
988
Crescent Grove Advisors
Illinois
$1.12M
GFA
989
Gallagher Fiduciary Advisors
Illinois
$1.12M
CIC
990
Chilton Investment Company
Connecticut
$1.12M
MA
991
Montag & Associates
Georgia
$1.12M
AWMNH
992
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.11M
BIA
993
Beacon Investment Advisors
Maryland
$1.11M
PPA
994
Pacific Point Advisors
California
$1.11M
IIC
995
Ironwood Investment Counsel
Arizona
$1.11M
HH
996
Hilltop Holdings
Texas
$1.11M
VP
997
Verum Partners
North Carolina
$1.11M
MI
998
Moneywise Inc
Virginia
$1.1M
GPFA
999
Game Plan Financial Advisors
Ohio
$1.09M
MAMG
1000
Milestone Asset Management Group
Connecticut
$1.09M