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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
UF
1376
Univest Financial
Pennsylvania
$473K
WCA
1377
Westover Capital Advisors
Delaware
$473K
GAA
1378
Global Assets Advisory
Florida
$472K
PFM
1379
Phillips Financial Management
Indiana
$470K
WLPWM
1380
Walled Lake Planning & Wealth Management
Illinois
$467K
SWM
1381
Shakespeare Wealth Management
Wisconsin
$467K
CWA
1382
Cornerstone Wealth Advisors
Minnesota
$466K
MSG
1383
Main Street Group
Virginia
$466K
BWM
1384
BCS Wealth Management
Tennessee
$466K
KFG
1385
Kelly Financial Group
Connecticut
$466K
CFC
1386
Coyle Financial Counsel
Illinois
$463K
SC
1387
Shearwater Capital
Colorado
$462K
IAA
1388
Independent Advisor Alliance
North Carolina
$461K
HNWAG
1389
High Net Worth Advisory Group
Florida
$459K
GEA
1390
Glen Eagle Advisors
New Jersey
$454K
MMG
1391
Monetary Management Group
Missouri
$453K
WSA
1392
Warm Springs Advisors
California
$451K
FI
1393
Financial Insights
Washington
$451K
AIA
1394
AssuredPartners Investment Advisors
Florida
$450K
MWM
1395
Mascagni Wealth Management
Mississippi
$450K
AAG
1396
Armstrong Advisory Group
Massachusetts
$447K
NOI
1397
Newton One Investments
Delaware
$446K
NA
1398
Novus Advisors
South Carolina
$445K
LT
1399
Legacy Trust
Michigan
$444K
MFT
1400
Moisand Fitzgerald Tamayo
Florida
$443K