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iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
DF
1401
Dunhill Financial
United Kingdom
$425K
BC
1402
Burney Company
Virginia
$424K
ATWA
1403
Arbor Trust Wealth Advisors
Michigan
$423K
TL
1404
Tradewinds LLC
North Carolina
$422K
WMA
1405
William Mack & Associates
Michigan
$420K
KA
1406
Klingman & Associates
New York
$420K
WH
1407
Willner & Heller
California
$420K
HSWM
1408
Hubbell Strickland Wealth Management
Louisiana
$419K
TC
1409
Truvestments Capital
Florida
$419K
AFG
1410
Allegheny Financial Group
Pennsylvania
$417K
HWMO
1411
Heritage Wealth Management (Ohio)
Ohio
$417K
SFA
1412
Salus Financial Advisors
Colorado
$415K
PIM
1413
Pullen Investment Management
Florida
$414K
SFG
1414
Stonebridge Financial Group
Pennsylvania
$414K
ISL
1415
Ingalls & Snyder LLC
New York
$412K
FWWM
1416
Fiscal Wisdom Wealth Management
Connecticut
$411K
NS
1417
NBC Securities
Alabama
$411K
AWM
1418
Activest Wealth Management
Florida
$410K
PGA
1419
Portland Global Advisors
Maine
$410K
PFA
1420
Petra Financial Advisors
Colorado
$408K
LFG
1421
Lockerman Financial Group
California
$407K
AWM
1422
Affinity Wealth Management
Delaware
$406K
DJSG
1423
D.J. St. Germain
Massachusetts
$406K
RWM
1424
RMG Wealth Management
Wisconsin
$405K
TA
1425
TruWealth Advisors
Louisiana
$405K