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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
WMA
1401
William Mack & Associates
Michigan
$420K
KA
1402
Klingman & Associates
New York
$420K
WH
1403
Willner & Heller
California
$420K
HSWM
1404
Hubbell Strickland Wealth Management
Louisiana
$419K
TC
1405
Truvestments Capital
Florida
$419K
AFG
1406
Allegheny Financial Group
Pennsylvania
$417K
HWMO
1407
Heritage Wealth Management (Ohio)
Ohio
$417K
SFA
1408
Salus Financial Advisors
Colorado
$415K
PIM
1409
Pullen Investment Management
Florida
$414K
SFG
1410
Stonebridge Financial Group
Pennsylvania
$414K
ISL
1411
Ingalls & Snyder LLC
New York
$412K
FWWM
1412
Fiscal Wisdom Wealth Management
Connecticut
$411K
NS
1413
NBC Securities
Alabama
$411K
AWM
1414
Activest Wealth Management
Florida
$410K
PGA
1415
Portland Global Advisors
Maine
$410K
PFA
1416
Petra Financial Advisors
Colorado
$408K
LFG
1417
Lockerman Financial Group
California
$407K
AWM
1418
Affinity Wealth Management
Delaware
$406K
DJSG
1419
D.J. St. Germain
Massachusetts
$406K
RWM
1420
RMG Wealth Management
Wisconsin
$405K
TA
1421
TruWealth Advisors
Louisiana
$405K
IWN
1422
Independent Wealth Network
Iowa
$403K
Loomis, Sayles & Company
1423
Loomis, Sayles & Company
Massachusetts
$403K
FFA
1424
Founders Financial Alliance
North Carolina
$402K
SFS
1425
Stiles Financial Services
Minnesota
$399K