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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
FDCDDQ
1026
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03M
CFS
1027
CRA Financial Services
New Jersey
$1.02M
4WM
1028
4J Wealth Management
Virginia
$1.02M
TFA
1029
Transamerica Financial Advisors
Florida
$1.02M
AFA
1030
American Financial Advisors
Georgia
$1.02M
GD
1031
Grandfield & Dodd
New York
$1.02M
MCWS
1032
McKinley Carter Wealth Services
West Virginia
$1.01M
CFP
1033
Catalyst Financial Partners
Massachusetts
$1.01M
GF
1034
Gries Financial
Ohio
$1.01M
SYBT
1035
Stock Yards Bank & Trust
Kentucky
$1.01M
PWCM
1036
Processus Wealth & Capital Management
Tennessee
$1.01M
FWA
1037
FSM Wealth Advisors
Ohio
$1.01M
PFA
1038
Pure Financial Advisors
California
$1.01M
TFO
1039
Tarbox Family Office
California
$1M
SIC
1040
Sigma Investment Counselors
Michigan
$1M
DW
1041
Durante & Waters
New York
$1M
OPA
1042
Old Port Advisors
Maine
$1M
SFWA
1043
Summit Financial Wealth Advisors
Louisiana
$993K
QFW
1044
QTR Family Wealth
Florida
$992K
WG
1045
Welch Group
Alabama
$987K
ECA
1046
Elevated Capital Advisors
Utah
$974K
FDCP
1047
Foster Dykema Cabot & Partners
Massachusetts
$971K
TSW
1048
Three Seasons Wealth
Utah
$967K
MWAM
1049
Manhattan West Asset Management
California
$958K
SKK
1050
Shepherd Kaplan Krochuk
Massachusetts
$958K