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iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
BFA
1301
Beaumont Financial Advisors
Massachusetts
$544K
AAS
1302
Annex Advisory Services
Wisconsin
$543K
WPA
1303
Wealth Preservation Advisors
Tennessee
$542K
NWA
1304
New World Advisors
Massachusetts
$540K
LFG
1305
Larson Financial Group
Missouri
$539K
Kayne Anderson Rudnick Investment Management
1306
Kayne Anderson Rudnick Investment Management
California
$538K
BAMG
1307
Brand Asset Management Group
Missouri
$538K
T
1308
TrueFG
Texas
$536K
MFG
1309
MidWestOne Financial Group
Iowa
$535K
CFMC
1310
Curbstone Financial Management Corp
New Hampshire
$534K
BWM
1311
Brown Wealth Management
Illinois
$533K
WA
1312
Wealthstar Advisors
Texas
$532K
EPM
1313
Elm Partners Management
Pennsylvania
$531K
VCM
1314
Versant Capital Management
Arizona
$530K
CCM
1315
Condor Capital Management
New Jersey
$530K
RZH
1316
Relyea Zuckerberg Hanson
Connecticut
$528K
TWP
1317
TFO Wealth Partners
Ohio
$528K
BMWM
1318
Brown Miller Wealth Management
Virginia
$521K
CI
1319
CPR Investments
Michigan
$521K
IRC
1320
Investors Research Corp
Georgia
$520K
SSW
1321
Stone Summit Wealth
Florida
$520K
LB
1322
Legacy Bridge
Iowa
$520K
GI
1323
GLOBALT Investments
Georgia
$520K
HCWM
1324
Hidden Cove Wealth Management
Washington
$518K
BO
1325
Bank OZK
Arkansas
$517K