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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
LFG
1301
Larson Financial Group
Missouri
$539K
Kayne Anderson Rudnick Investment Management
1302
Kayne Anderson Rudnick Investment Management
California
$538K
BAMG
1303
Brand Asset Management Group
Missouri
$538K
T
1304
TrueFG
Texas
$536K
MFG
1305
MidWestOne Financial Group
Iowa
$535K
CFMC
1306
Curbstone Financial Management Corp
New Hampshire
$534K
BWM
1307
Brown Wealth Management
Illinois
$533K
WA
1308
Wealthstar Advisors
Texas
$532K
EPM
1309
Elm Partners Management
Pennsylvania
$531K
VCM
1310
Versant Capital Management
Arizona
$530K
CCM
1311
Condor Capital Management
New Jersey
$530K
RZH
1312
Relyea Zuckerberg Hanson
Connecticut
$528K
TWP
1313
TFO Wealth Partners
Ohio
$528K
BMWM
1314
Brown Miller Wealth Management
Virginia
$521K
CI
1315
CPR Investments
Michigan
$521K
IRC
1316
Investors Research Corp
Georgia
$520K
SSW
1317
Stone Summit Wealth
Florida
$520K
LB
1318
Legacy Bridge
Iowa
$520K
GI
1319
GLOBALT Investments
Georgia
$520K
HCWM
1320
Hidden Cove Wealth Management
Washington
$518K
BO
1321
Bank OZK
Arkansas
$517K
GPA
1322
Garrison Point Advisors
California
$513K
PP
1323
Patten & Patten
Tennessee
$511K
NEWAS
1324
N.E.W. Advisory Services
Wisconsin
$509K
ERIC
1325
Eagle Rock Investment Company
Georgia
$507K