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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
DWM
1326
Drive Wealth Management
Utah
$507K
RMP
1327
Richards, Merrill & Peterson
Washington
$506K
LSPW
1328
Lake Street Private Wealth
Illinois
$504K
CKAIS
1329
Christensen King & Associates Investment Services
Washington
$504K
GCP
1330
Gill Capital Partners
Colorado
$504K
NDSI
1331
Newman Dignan & Sheerar Inc
Rhode Island
$502K
TC
1332
Trilogy Capital
California
$502K
SIG
1333
Spinnaker Investment Group
California
$500K
JSA
1334
Jim Saulnier & Associates
Colorado
$494K
HAS
1335
Holland Advisory Services
Florida
$493K
FW
1336
Fairway Wealth
Ohio
$493K
MAS
1337
Meeder Advisory Services
Ohio
$492K
AWA
1338
Acorn Wealth Advisors
Michigan
$491K
TA
1339
TrueWealth Advisors
Alabama
$491K
IA
1340
Inspire Advisors
Idaho
$491K
HFA
1341
Hershey Financial Advisers
Pennsylvania
$489K
TRIA
1342
Trail Ridge Investment Advisors
Colorado
$488K
FPCP
1343
Fort Point Capital Partners
California
$487K
TCOV
1344
Trust Company of Vermont
Vermont
$487K
ACP
1345
Aviance Capital Partners
Florida
$487K
KHC
1346
Koesten Hirschmann & Crabtree
Kansas
$484K
LHC
1347
Little House Capital
Massachusetts
$482K
NAAA
1348
New Age Alpha Advisors
New York
$482K
FFG
1349
Floyd Financial Group
Missouri
$481K
NFA
1350
Northwest Financial Advisors
Virginia
$481K