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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
LT
1376
Legacy Trust
Michigan
$444K
MFT
1377
Moisand Fitzgerald Tamayo
Florida
$443K
SAMT
1378
Select Asset Management & Trust
Pennsylvania
$443K
LLWM
1379
Life Line Wealth Management
California
$439K
MHB
1380
Midwest Heritage Bank
Iowa
$438K
AFA
1381
Allium Financial Advisors
Oregon
$438K
GWANC
1382
Guardian Wealth Advisors (North Carolina)
North Carolina
$438K
AWP
1383
Accretive Wealth Partners
New Jersey
$437K
HA
1384
HFG Advisors
Ohio
$437K
SW
1385
SMART Wealth
Nebraska
$436K
CFAM
1386
Center For Asset Management
Florida
$435K
EI
1387
Ellevest Inc
New York
$435K
PIFP
1388
Partners in Financial Planning
Virginia
$434K
WHG
1389
Westwood Holdings Group
Texas
$433K
CAM
1390
Cozad Asset Management
Illinois
$433K
GJIA
1391
Glass Jacobson Investment Advisors
Maryland
$430K
CST
1392
Charles Schwab Trust
Nevada
$430K
CICC
1393
Capital Investment Counsel (Colorado)
Colorado
$427K
KFGK
1394
Keystone Financial Group (Kentucky)
Kentucky
$427K
ACM
1395
Aurdan Capital Management
Pennsylvania
$426K
RW
1396
RVW Wealth
California
$426K
DF
1397
Dunhill Financial
United Kingdom
$425K
BC
1398
Burney Company
Virginia
$424K
ATWA
1399
Arbor Trust Wealth Advisors
Michigan
$423K
TL
1400
Tradewinds LLC
North Carolina
$422K