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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
B
101
Barings
North Carolina
$44.8M
FLA
102
Financial Life Advisors
Texas
$44.8M
CA
103
Clearstead Advisors
Ohio
$44.3M
LF
104
Lee Financial
Texas
$43.8M
1IA
105
1834 Investment Advisors
Wisconsin
$43.7M
FWMM
106
Foundation Wealth Management (Missouri)
Missouri
$42.7M
PSP
107
Principal Street Partners
Tennessee
$42.5M
Citigroup
108
Citigroup
New York
$41.5M
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$40.9M
GT
110
Greenleaf Trust
Michigan
$40.9M
BB
111
Busey Bank
Illinois
$40.7M
CFS
112
CGC Financial Services
Oregon
$40.5M
LWP
113
LMG Wealth Partners
Louisiana
$40.3M
SHJ
114
Sharkey, Howes & Javer
Colorado
$39.5M
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$39M
PWM
116
Praetorian Wealth Management
California
$38.5M
BF
117
BOK Financial
Oklahoma
$38.2M
DWM
118
Dynasty Wealth Management
Florida
$38.1M
CIA
119
Concurrent Investment Advisors
Florida
$37.7M
BFPW
120
BOK Financial Private Wealth
Colorado
$37.4M
ANB
121
Amarillo National Bank
Texas
$37.3M
Corient Private Wealth
122
Corient Private Wealth
Florida
$36.7M
JWCA
123
J.W. Cole Advisors
Florida
$36.6M
SIC
124
Sterling Investment Counsel
New York
$35.5M
FFA
125
Farther Finance Advisors
California
$35.4M