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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
LF
101
Lee Financial
Texas
$43.8M
1IA
102
1834 Investment Advisors
Wisconsin
$43.7M
FWMM
103
Foundation Wealth Management (Missouri)
Missouri
$42.7M
PSP
104
Principal Street Partners
Tennessee
$42.5M
Citigroup
105
Citigroup
New York
$41.5M
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$40.9M
GT
107
Greenleaf Trust
Michigan
$40.9M
BB
108
Busey Bank
Illinois
$40.7M
CFS
109
CGC Financial Services
Oregon
$40.5M
LWP
110
LMG Wealth Partners
Louisiana
$40.3M
SHJ
111
Sharkey, Howes & Javer
Colorado
$39.5M
Pathstone Holdings
112
Pathstone Holdings
New Jersey
$39M
PWM
113
Praetorian Wealth Management
California
$38.5M
BF
114
BOK Financial
Oklahoma
$38.2M
DWM
115
Dynasty Wealth Management
Florida
$38.1M
CIA
116
Concurrent Investment Advisors
Florida
$37.7M
BFPW
117
BOK Financial Private Wealth
Colorado
$37.4M
ANB
118
Amarillo National Bank
Texas
$37.3M
Corient Private Wealth
119
Corient Private Wealth
Florida
$36.7M
JWCA
120
J.W. Cole Advisors
Florida
$36.6M
SIC
121
Sterling Investment Counsel
New York
$35.5M
FFA
122
Farther Finance Advisors
California
$35.4M
AWA
123
Arkadios Wealth Advisors
Georgia
$35.3M
PIA
124
Powell Investment Advisors
Florida
$35.1M
BCI
125
Brinker Capital Investments
Pennsylvania
$34.9M