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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
AWA
1001
Aaron Wealth Advisors
Illinois
$1.09M
FWCM
1002
Ferguson Wellman Capital Management
Oregon
$1.09M
JWBC
1003
J.W. Burns & Co
New York
$1.08M
NCM
1004
Neumann Capital Management
California
$1.08M
EF
1005
Empowered Funds
Pennsylvania
$1.08M
CIM
1006
Cambria Investment Management
California
$1.08M
TWC
1007
TD Waterhouse Canada
Ontario, Canada
$1.08M
JFA
1008
JNBA Financial Advisors
Minnesota
$1.08M
LWCFA
1009
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M
SFMG
1010
Sage Financial Management Group
Virginia
$1.08M
NFP
1011
NorthLanding Financial Partners
New York
$1.08M
RMCM
1012
Reynders McVeigh Capital Management
Massachusetts
$1.07M
SIM
1013
Stratos Investment Management
Ohio
$1.07M
BWM
1014
Buska Wealth Management
Wisconsin
$1.07M
KW
1015
KWB Wealth
California
$1.07M
AWM
1016
Angeles Wealth Management
California
$1.07M
CFGW
1017
Chancellor Financial Group WB
Pennsylvania
$1.07M
SAG
1018
SageView Advisory Group
California
$1.06M
PWS
1019
Proactive Wealth Strategies
Georgia
$1.05M
MWA
1020
MN Wealth Advisors
Kansas
$1.05M
AWM
1021
Atticus Wealth Management
Florida
$1.05M
MA
1022
MONECO Advisors
Connecticut
$1.05M
CHC
1023
City Holding Co
West Virginia
$1.04M
BW
1024
Balance Wealth
Ohio
$1.03M
WPW
1025
Watershed Private Wealth
Illinois
$1.03M