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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
NHC
1351
Nicholas Hoffman & Company
Georgia
$479K
VBFG
1352
Vishria Bird Financial Group
Tennessee
$479K
SAM
1353
Secure Asset Management
Michigan
$478K
UF
1354
Univest Financial
Pennsylvania
$473K
WCA
1355
Westover Capital Advisors
Delaware
$473K
GAA
1356
Global Assets Advisory
Florida
$472K
PFM
1357
Phillips Financial Management
Indiana
$470K
WLPWM
1358
Walled Lake Planning & Wealth Management
Illinois
$467K
SWM
1359
Shakespeare Wealth Management
Wisconsin
$467K
CWA
1360
Cornerstone Wealth Advisors
Minnesota
$466K
MSG
1361
Main Street Group
Virginia
$466K
BWM
1362
BCS Wealth Management
Tennessee
$466K
KFG
1363
Kelly Financial Group
Connecticut
$466K
CFC
1364
Coyle Financial Counsel
Illinois
$463K
SC
1365
Shearwater Capital
Colorado
$462K
IAA
1366
Independent Advisor Alliance
North Carolina
$461K
HNWAG
1367
High Net Worth Advisory Group
Florida
$459K
GEA
1368
Glen Eagle Advisors
New Jersey
$454K
MMG
1369
Monetary Management Group
Missouri
$453K
WSA
1370
Warm Springs Advisors
California
$451K
AIA
1371
AssuredPartners Investment Advisors
Florida
$450K
MWM
1372
Mascagni Wealth Management
Mississippi
$450K
AAG
1373
Armstrong Advisory Group
Massachusetts
$447K
NOI
1374
Newton One Investments
Delaware
$446K
NA
1375
Novus Advisors
South Carolina
$445K