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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
CCMG
1101
Clark Capital Management Group
Pennsylvania
$850K
EPW
1102
Evergreen Private Wealth
Colorado
$843K
MWM
1103
Meridian Wealth Management
Kentucky
$843K
RF
1104
Rossby Financial
Florida
$843K
HCM
1105
Harvey Capital Management
Florida
$842K
AF
1106
Apollon Financial
South Carolina
$839K
WCG
1107
Weaver Consulting Group
California
$838K
VHAM
1108
Van Hulzen Asset Management
California
$835K
GI
1109
GAMMA Investing
California
$832K
FFS
1110
Founders Financial Securities
Maryland
$828K
GWA
1111
Geometric Wealth Advisors
District of Columbia
$825K
CA
1112
Claro Advisors
Massachusetts
$822K
STCOSD
1113
Sageworth Trust Company of South Dakota
South Dakota
$821K
CWM
1114
Castle Wealth Management
Florida
$817K
OPW
1115
Oxler Private Wealth
New York
$815K
KIM
1116
Kestra Investment Management
Texas
$809K
FCB
1117
First County Bank
Connecticut
$805K
HA
1118
Huntleigh Advisors
Missouri
$796K
PMG
1119
ProVise Management Group
Florida
$795K
MMPW
1120
Mitchell McLeod Pugh & Williams
Alabama
$794K
GFM
1121
GEN Financial Management
Minnesota
$793K
BHWM
1122
Bar Harbor Wealth Management
New Hampshire
$790K
PNC
1123
Park National Corp
Ohio
$790K
WIC
1124
Woodmont Investment Counsel
Tennessee
$789K
TSS
1125
Two Sigma Securities
New York
$788K