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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
MC
1076
Middleton & Co
Massachusetts
$910K
WAM
1077
Wallington Asset Management
Indiana
$910K
CTA
1078
Chesley Taft & Associates
Illinois
$908K
TCWM
1079
Total Clarity Wealth Management
Illinois
$908K
GWM
1080
GDS Wealth Management
Texas
$902K
CBA
1081
Coastal Bridge Advisors
Connecticut
$898K
KPWG
1082
KFA Private Wealth Group
Virginia
$896K
MCM
1083
Mainstream Capital Management
California
$893K
CANC
1084
Culbertson A N & Co
Virginia
$890K
SJGA
1085
Stephen J. Garry & Associates
New York
$890K
VWM
1086
Verus Wealth Management
Wisconsin
$889K
QP
1087
Quartz Partners
New York
$887K
SC
1088
Scotia Capital
Ontario, Canada
$886K
FNB
1089
Farmers National Bank
Kentucky
$885K
EP
1090
Edgestream Partners
New Jersey
$885K
ATFA
1091
All Terrain Financial Advisors
Minnesota
$883K
SPP
1092
Single Point Partners
Massachusetts
$881K
HCM
1093
HMS Capital Management
Tennessee
$880K
BPWM
1094
Badgley Phelps Wealth Managers
Washington
$878K
MM
1095
Meridian Management
Arkansas
$878K
CSPIA
1096
Cary Street Partners Investment Advisory
Virginia
$877K
RAS
1097
RPS Advisory Solutions
Kentucky
$871K
ET
1098
Equitable Trust
Tennessee
$870K
NCM
1099
NCM Capital Management
New Jersey
$869K
HIP
1100
HUB Investment Partners
Texas
$868K