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iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1051
FSM Wealth Advisors
Ohio
$1.01M
PFA
1052
Pure Financial Advisors
California
$1.01M
TFO
1053
Tarbox Family Office
California
$1M
SIC
1054
Sigma Investment Counselors
Michigan
$1M
DW
1055
Durante & Waters
New York
$1M
OPA
1056
Old Port Advisors
Maine
$1M
SFWA
1057
Summit Financial Wealth Advisors
Louisiana
$993K
QFW
1058
QTR Family Wealth
Florida
$992K
WG
1059
Welch Group
Alabama
$987K
GC
1060
Garde Capital
Washington
$980K
ECA
1061
Elevated Capital Advisors
Utah
$974K
FDCP
1062
Foster Dykema Cabot & Partners
Massachusetts
$971K
TSW
1063
Three Seasons Wealth
Utah
$967K
MWAM
1064
Manhattan West Asset Management
California
$958K
SKK
1065
Shepherd Kaplan Krochuk
Massachusetts
$958K
FPGK
1066
Financial Partners Group (Kansas)
Kansas
$955K
BONH
1067
Bank of New Hampshire
New Hampshire
$955K
CIA
1068
Capital Investment Advisors
Georgia
$948K
GC
1069
GatePass Capital
Ohio
$942K
BFS
1070
Bare Financial Services
Pennsylvania
$940K
FNBTCON
1071
First National Bank & Trust Co of Newtown
Pennsylvania
$937K
TWA
1072
Talisman Wealth Advisors
New Jersey
$934K
WF
1073
Welch & Forbes
Massachusetts
$928K
AIA
1074
Arbor Investment Advisors
North Carolina
$928K
CGPCS
1075
Capital Group Private Client Services
California
$925K