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iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 599 increasing their positions, 757 reducing their positions, and 54 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:

0.93% less ownership

Funds ownership: 73.84%72.91% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
BIA
1001
Beacon Investment Advisors
Maryland
$1.11M
PPA
1002
Pacific Point Advisors
California
$1.11M
IIC
1003
Ironwood Investment Counsel
Arizona
$1.11M
HH
1004
Hilltop Holdings
Texas
$1.11M
VP
1005
Verum Partners
North Carolina
$1.11M
MI
1006
Moneywise Inc
Virginia
$1.1M
GPFA
1007
Game Plan Financial Advisors
Ohio
$1.09M
MAMG
1008
Milestone Asset Management Group
Connecticut
$1.09M
AWA
1009
Aaron Wealth Advisors
Illinois
$1.09M
FWCM
1010
Ferguson Wellman Capital Management
Oregon
$1.09M
JWBC
1011
J.W. Burns & Co
New York
$1.08M
NCM
1012
Neumann Capital Management
California
$1.08M
CIM
1013
Cambria Investment Management
California
$1.08M
EF
1014
Empowered Funds
Pennsylvania
$1.08M
TWC
1015
TD Waterhouse Canada
Ontario, Canada
$1.08M
JFA
1016
JNBA Financial Advisors
Minnesota
$1.08M
LWCFA
1017
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M
SFMG
1018
Sage Financial Management Group
Virginia
$1.08M
NFP
1019
NorthLanding Financial Partners
New York
$1.08M
RMCM
1020
Reynders McVeigh Capital Management
Massachusetts
$1.07M
SIM
1021
Stratos Investment Management
Ohio
$1.07M
BWM
1022
Buska Wealth Management
Wisconsin
$1.07M
KW
1023
KWB Wealth
California
$1.07M
AWM
1024
Angeles Wealth Management
California
$1.07M
CFGW
1025
Chancellor Financial Group WB
Pennsylvania
$1.07M