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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
UCB
1226
United Community Bank
South Carolina
$627K
CAG
1227
Curtis Advisory Group
California
$625K
OWA
1228
Oak Wealth Advisors
Illinois
$624K
EWM
1229
Evolution Wealth Management
Florida
$624K
UAG
1230
United Advisor Group
Ohio
$623K
PCI
1231
Planning Center Inc
Illinois
$620K
PL
1232
Parthenon LLC
Kentucky
$620K
NRC
1233
New Republic Capital
North Carolina
$618K
SWM
1234
Segment Wealth Management
Texas
$615K
VCA
1235
Verdence Capital Advisors
Maryland
$615K
LAM
1236
Lifestyle Asset Management
Texas
$614K
AWM
1237
Accurate Wealth Management
Florida
$613K
FRA
1238
Front Row Advisors
California
$612K
GWA
1239
Genesis Wealth Advisors
Massachusetts
$611K
V
1240
VeraBank
Texas
$611K
FM
1241
Family Management
New York
$610K
EW
1242
Enzi Wealth
Texas
$610K
WCM
1243
WealthBridge Capital Management
Ohio
$608K
FC
1244
Fusion Capital
South Carolina
$608K
RMAM
1245
Raab & Moskowitz Asset Management
New Jersey
$604K
G
1246
GenTrust
Florida
$604K
VC
1247
Vicus Capital
Pennsylvania
$602K
SF
1248
Seros Financial
Arizona
$598K
LGWM
1249
Litman Gregory Wealth Management
California
$597K
VPF
1250
Vantage Point Financial
Illinois
$596K