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iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
VP
1001
Verum Partners
North Carolina
$1.11M
MI
1002
Moneywise Inc
Virginia
$1.1M
GPFA
1003
Game Plan Financial Advisors
Ohio
$1.09M
MAMG
1004
Milestone Asset Management Group
Connecticut
$1.09M
AWA
1005
Aaron Wealth Advisors
Illinois
$1.09M
FWCM
1006
Ferguson Wellman Capital Management
Oregon
$1.09M
JWBC
1007
J.W. Burns & Co
New York
$1.08M
NCM
1008
Neumann Capital Management
California
$1.08M
EF
1009
Empowered Funds
Pennsylvania
$1.08M
CIM
1010
Cambria Investment Management
California
$1.08M
TWC
1011
TD Waterhouse Canada
Ontario, Canada
$1.08M
JFA
1012
JNBA Financial Advisors
Minnesota
$1.08M
LWCFA
1013
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M
SFMG
1014
Sage Financial Management Group
Virginia
$1.08M
NFP
1015
NorthLanding Financial Partners
New York
$1.08M
RMCM
1016
Reynders McVeigh Capital Management
Massachusetts
$1.07M
SIM
1017
Stratos Investment Management
Ohio
$1.07M
BWM
1018
Buska Wealth Management
Wisconsin
$1.07M
KW
1019
KWB Wealth
California
$1.07M
AWM
1020
Angeles Wealth Management
California
$1.07M
CFGW
1021
Chancellor Financial Group WB
Pennsylvania
$1.07M
SAG
1022
SageView Advisory Group
California
$1.06M
PWS
1023
Proactive Wealth Strategies
Georgia
$1.05M
MWA
1024
MN Wealth Advisors
Kansas
$1.05M
AWM
1025
Atticus Wealth Management
Florida
$1.05M