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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
OAM
1101
Oppenheimer Asset Management
New York
$867K
SFG
1102
SNS Financial Group
Minnesota
$866K
JGIA
1103
Jackson Grant Investment Advisers
Connecticut
$865K
MBI
1104
May Barnhard Investments
Maryland
$859K
SFWC
1105
Strategic Family Wealth Counselors
New Jersey
$857K
CAMG
1106
CWA Asset Management Group
Florida
$856K
HWA
1107
HCR Wealth Advisors
California
$855K
RMDI
1108
R.M. Davis Inc
Maine
$853K
IRAG
1109
Investment Research & Advisory Group
Georgia
$852K
BHIA
1110
Birch Hill Investment Advisors
Massachusetts
$851K
CCMG
1111
Clark Capital Management Group
Pennsylvania
$850K
EPW
1112
Evergreen Private Wealth
Colorado
$843K
MWM
1113
Meridian Wealth Management
Kentucky
$843K
RF
1114
Rossby Financial
Florida
$843K
HCM
1115
Harvey Capital Management
Florida
$842K
AF
1116
Apollon Financial
South Carolina
$839K
WCG
1117
Weaver Consulting Group
California
$838K
VHAM
1118
Van Hulzen Asset Management
California
$835K
GI
1119
GAMMA Investing
California
$832K
FFS
1120
Founders Financial Securities
Maryland
$828K
GWA
1121
Geometric Wealth Advisors
District of Columbia
$825K
CA
1122
Claro Advisors
Massachusetts
$822K
STCOSD
1123
Sageworth Trust Company of South Dakota
South Dakota
$821K
CWM
1124
Castle Wealth Management
Florida
$817K
OPW
1125
Oxler Private Wealth
New York
$815K