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iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 599 increasing their positions, 757 reducing their positions, and 54 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:

0.93% less ownership

Funds ownership: 73.84%72.91% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
CWP
1301
Curated Wealth Partners
California
$558K
FOR
1302
Family Office Research
Maryland
$557K
GT
1303
GreatBanc Trust
Illinois
$555K
OCM
1304
One Capital Management
California
$555K
UW
1305
Unique Wealth
Florida
$553K
CWA
1306
Canvas Wealth Advisors
Kansas
$552K
JWM
1307
JFG Wealth Management
Colorado
$546K
DWM
1308
Diversify Wealth Management
Utah
$545K
BFA
1309
Beaumont Financial Advisors
Massachusetts
$544K
AAS
1310
Annex Advisory Services
Wisconsin
$543K
WPA
1311
Wealth Preservation Advisors
Tennessee
$542K
NWA
1312
New World Advisors
Massachusetts
$540K
LFG
1313
Larson Financial Group
Missouri
$539K
Kayne Anderson Rudnick Investment Management
1314
Kayne Anderson Rudnick Investment Management
California
$538K
BAMG
1315
Brand Asset Management Group
Missouri
$538K
T
1316
TrueFG
Texas
$536K
MFG
1317
MidWestOne Financial Group
Iowa
$535K
CFMC
1318
Curbstone Financial Management Corp
New Hampshire
$534K
BWM
1319
Brown Wealth Management
Illinois
$533K
WA
1320
Wealthstar Advisors
Texas
$532K
EPM
1321
Elm Partners Management
Pennsylvania
$531K
VCM
1322
Versant Capital Management
Arizona
$530K
CCM
1323
Condor Capital Management
New Jersey
$530K
RZH
1324
Relyea Zuckerberg Hanson
Connecticut
$528K
TWP
1325
TFO Wealth Partners
Ohio
$528K