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iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
HWA
1101
HCR Wealth Advisors
California
$855K
RMDI
1102
R.M. Davis Inc
Maine
$853K
IRAG
1103
Investment Research & Advisory Group
Georgia
$852K
BHIA
1104
Birch Hill Investment Advisors
Massachusetts
$851K
CCMG
1105
Clark Capital Management Group
Pennsylvania
$850K
EPW
1106
Evergreen Private Wealth
Colorado
$843K
MWM
1107
Meridian Wealth Management
Kentucky
$843K
RF
1108
Rossby Financial
Florida
$843K
HCM
1109
Harvey Capital Management
Florida
$842K
AF
1110
Apollon Financial
South Carolina
$839K
WCG
1111
Weaver Consulting Group
California
$838K
VHAM
1112
Van Hulzen Asset Management
California
$835K
GI
1113
GAMMA Investing
California
$832K
FFS
1114
Founders Financial Securities
Maryland
$828K
GWA
1115
Geometric Wealth Advisors
District of Columbia
$825K
CA
1116
Claro Advisors
Massachusetts
$822K
STCOSD
1117
Sageworth Trust Company of South Dakota
South Dakota
$821K
CWM
1118
Castle Wealth Management
Florida
$817K
OPW
1119
Oxler Private Wealth
New York
$815K
KIM
1120
Kestra Investment Management
Texas
$809K
FCB
1121
First County Bank
Connecticut
$805K
HA
1122
Huntleigh Advisors
Missouri
$796K
PMG
1123
ProVise Management Group
Florida
$795K
MMPW
1124
Mitchell McLeod Pugh & Williams
Alabama
$794K
GFM
1125
GEN Financial Management
Minnesota
$793K