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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
FPGK
1051
Financial Partners Group (Kansas)
Kansas
$955K
BONH
1052
Bank of New Hampshire
New Hampshire
$955K
CIA
1053
Capital Investment Advisors
Georgia
$948K
GC
1054
GatePass Capital
Ohio
$942K
BFS
1055
Bare Financial Services
Pennsylvania
$940K
FNBTCON
1056
First National Bank & Trust Co of Newtown
Pennsylvania
$937K
TWA
1057
Talisman Wealth Advisors
New Jersey
$934K
WF
1058
Welch & Forbes
Massachusetts
$928K
AIA
1059
Arbor Investment Advisors
North Carolina
$928K
CGPCS
1060
Capital Group Private Client Services
California
$925K
LAS
1061
Lloyd Advisory Services
Georgia
$923K
FCP
1062
Fidelis Capital Partners
Florida
$922K
GJWM
1063
Gilliland Jeter Wealth Management
Arkansas
$922K
Russell Investments Group
1064
Russell Investments Group
United Kingdom
$920K
SWA
1065
SOA Wealth Advisors
New York
$917K
T
1066
Tidemark
California
$914K
MC
1067
Middleton & Co
Massachusetts
$910K
WAM
1068
Wallington Asset Management
Indiana
$910K
CTA
1069
Chesley Taft & Associates
Illinois
$908K
TCWM
1070
Total Clarity Wealth Management
Illinois
$908K
GWM
1071
GDS Wealth Management
Texas
$902K
CBA
1072
Coastal Bridge Advisors
Connecticut
$898K
KPWG
1073
KFA Private Wealth Group
Virginia
$896K
MCM
1074
Mainstream Capital Management
California
$893K
CANC
1075
Culbertson A N & Co
Virginia
$890K