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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
SFG
1201
Sage Financial Group
Pennsylvania
$680K
AWA
1202
Amplius Wealth Advisors
Pennsylvania
$680K
LGW
1203
Leslie Global Wealth
Illinois
$676K
CCA
1204
Conservest Capital Advisors
Pennsylvania
$675K
LJAC
1205
L.J. Altfest & Co
New York
$672K
TCOTS
1206
Trust Company of the South
North Carolina
$669K
TFO
1207
Timonier Family Office
North Carolina
$668K
SCA
1208
STALEY CAPITAL ADVISERS
Pennsylvania
$668K
BOPW
1209
Brandywine Oak Private Wealth
Pennsylvania
$667K
WFAG
1210
Worth Financial Advisory Group
North Carolina
$666K
BWM
1211
BCGM Wealth Management
Indiana
$665K
GA
1212
Goldstein Advisors
Wisconsin
$662K
OWA
1213
ORBA Wealth Advisors
Illinois
$661K
PW
1214
PUREfi Wealth
Massachusetts
$661K
GWA
1215
Gutierrez Wealth Advisory
Arkansas
$659K
IA
1216
IFC Advisors
California
$653K
DWM
1217
Dakota Wealth Management
Florida
$652K
OSNBOA
1218
Old Second National Bank of Aurora
Illinois
$652K
CNBT
1219
Canandaigua National Bank & Trust
New York
$652K
DFG
1220
Dynamic Financial Group
Iowa
$650K
GCA
1221
Gradient Capital Advisors
California
$646K
PWP
1222
Principle Wealth Partners
Connecticut
$642K
RWM
1223
Ritholtz Wealth Management
New York
$641K
QWM
1224
Quadcap Wealth Management
Texas
$641K
OHIS
1225
Oak Harvest Investment Services
Texas
$637K