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iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 598 increasing their positions, 758 reducing their positions, and 54 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:

0.96% less ownership

Funds ownership: 73.84%72.88% (-0.96%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 758

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
PIFP
1401
Partners in Financial Planning
Virginia
$434K
WHG
1402
Westwood Holdings Group
Texas
$433K
CAM
1403
Cozad Asset Management
Illinois
$433K
GJIA
1404
Glass Jacobson Investment Advisors
Maryland
$430K
CST
1405
Charles Schwab Trust
Nevada
$430K
CICC
1406
Capital Investment Counsel (Colorado)
Colorado
$427K
KFGK
1407
Keystone Financial Group (Kentucky)
Kentucky
$427K
ACM
1408
Aurdan Capital Management
Pennsylvania
$426K
RW
1409
RVW Wealth
California
$426K
DF
1410
Dunhill Financial
United Kingdom
$425K
BC
1411
Burney Company
Virginia
$424K
ATWA
1412
Arbor Trust Wealth Advisors
Michigan
$423K
TL
1413
Tradewinds LLC
North Carolina
$422K
WMA
1414
William Mack & Associates
Michigan
$420K
KA
1415
Klingman & Associates
New York
$420K
WH
1416
Willner & Heller
California
$420K
HSWM
1417
Hubbell Strickland Wealth Management
Louisiana
$419K
TC
1418
Truvestments Capital
Florida
$419K
AFG
1419
Allegheny Financial Group
Pennsylvania
$417K
HWMO
1420
Heritage Wealth Management (Ohio)
Ohio
$417K
SFA
1421
Salus Financial Advisors
Colorado
$415K
PIM
1422
Pullen Investment Management
Florida
$414K
SFG
1423
Stonebridge Financial Group
Pennsylvania
$414K
ISL
1424
Ingalls & Snyder LLC
New York
$412K
FWWM
1425
Fiscal Wisdom Wealth Management
Connecticut
$411K