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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
SAG
1026
SageView Advisory Group
California
$1.06M
PWS
1027
Proactive Wealth Strategies
Georgia
$1.05M
MWA
1028
MN Wealth Advisors
Kansas
$1.05M
AWM
1029
Atticus Wealth Management
Florida
$1.05M
MA
1030
MONECO Advisors
Connecticut
$1.05M
CHC
1031
City Holding Co
West Virginia
$1.04M
BW
1032
Balance Wealth
Ohio
$1.03M
WPW
1033
Watershed Private Wealth
Illinois
$1.03M
FDCDDQ
1034
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03M
CFS
1035
CRA Financial Services
New Jersey
$1.02M
4WM
1036
4J Wealth Management
Virginia
$1.02M
TFA
1037
Transamerica Financial Advisors
Florida
$1.02M
AFA
1038
American Financial Advisors
Georgia
$1.02M
GD
1039
Grandfield & Dodd
New York
$1.02M
MCWS
1040
McKinley Carter Wealth Services
West Virginia
$1.01M
CFP
1041
Catalyst Financial Partners
Massachusetts
$1.01M
GF
1042
Gries Financial
Ohio
$1.01M
SYBT
1043
Stock Yards Bank & Trust
Kentucky
$1.01M
PWCM
1044
Processus Wealth & Capital Management
Tennessee
$1.01M
FWA
1045
FSM Wealth Advisors
Ohio
$1.01M
PFA
1046
Pure Financial Advisors
California
$1.01M
TFO
1047
Tarbox Family Office
California
$1M
SIC
1048
Sigma Investment Counselors
Michigan
$1M
DW
1049
Durante & Waters
New York
$1M
OPA
1050
Old Port Advisors
Maine
$1M