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iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1301
Horizon Wealth Management
Illinois
$563K
MCM
1302
Mengis Capital Management
Oregon
$562K
SFP
1303
SwitchPoint Financial Planning
Utah
$562K
SAM
1304
Summit Asset Management
Tennessee
$561K
FTWA
1305
Fifth Third Wealth Advisors
Ohio
$561K
AI
1306
Accredited Investors
Minnesota
$560K
LG
1307
LaFleur & Godfrey
Michigan
$558K
CWP
1308
Curated Wealth Partners
California
$558K
FOR
1309
Family Office Research
Maryland
$557K
CSFL
1310
Capital Squared Financial LLC
Maryland
$556K
GT
1311
GreatBanc Trust
Illinois
$555K
OCM
1312
One Capital Management
California
$555K
UW
1313
Unique Wealth
Florida
$553K
CWA
1314
Canvas Wealth Advisors
Kansas
$552K
JWM
1315
JFG Wealth Management
Colorado
$546K
DWM
1316
Diversify Wealth Management
Utah
$545K
BFA
1317
Beaumont Financial Advisors
Massachusetts
$544K
AAS
1318
Annex Advisory Services
Wisconsin
$543K
WPA
1319
Wealth Preservation Advisors
Tennessee
$542K
NWA
1320
New World Advisors
Massachusetts
$540K
LFG
1321
Larson Financial Group
Missouri
$539K
Kayne Anderson Rudnick Investment Management
1322
Kayne Anderson Rudnick Investment Management
California
$538K
BAMG
1323
Brand Asset Management Group
Missouri
$538K
T
1324
TrueFG
Texas
$536K
MFG
1325
MidWestOne Financial Group
Iowa
$535K