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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
OCFG
1276
O'Connor Financial Group
Illinois
$567K
MAM
1277
MWA Asset Management
Massachusetts
$566K
WAM
1278
WNY Asset Management
New York
$565K
IWS
1279
Insight Wealth Strategies
California
$565K
GAG
1280
GM Advisory Group
New York
$564K
CPC
1281
Consolidated Planning Corp
Georgia
$563K
HWM
1282
Horizon Wealth Management
Illinois
$563K
MCM
1283
Mengis Capital Management
Oregon
$562K
SFP
1284
SwitchPoint Financial Planning
Utah
$562K
SAM
1285
Summit Asset Management
Tennessee
$561K
FTWA
1286
Fifth Third Wealth Advisors
Ohio
$561K
AI
1287
Accredited Investors
Minnesota
$560K
LG
1288
LaFleur & Godfrey
Michigan
$558K
CWP
1289
Curated Wealth Partners
California
$558K
FOR
1290
Family Office Research
Maryland
$557K
GT
1291
GreatBanc Trust
Illinois
$555K
OCM
1292
One Capital Management
California
$555K
UW
1293
Unique Wealth
Florida
$553K
CWA
1294
Canvas Wealth Advisors
Kansas
$552K
JWM
1295
JFG Wealth Management
Colorado
$546K
DWM
1296
Diversify Wealth Management
Utah
$545K
BFA
1297
Beaumont Financial Advisors
Massachusetts
$544K
AAS
1298
Annex Advisory Services
Wisconsin
$543K
WPA
1299
Wealth Preservation Advisors
Tennessee
$542K
NWA
1300
New World Advisors
Massachusetts
$540K