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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
NS
1426
NBC Securities
Alabama
$411K
AWM
1427
Activest Wealth Management
Florida
$410K
PGA
1428
Portland Global Advisors
Maine
$410K
PFA
1429
Petra Financial Advisors
Colorado
$408K
LFG
1430
Lockerman Financial Group
California
$407K
AWM
1431
Affinity Wealth Management
Delaware
$406K
DJSG
1432
D.J. St. Germain
Massachusetts
$406K
RWM
1433
RMG Wealth Management
Wisconsin
$405K
TA
1434
TruWealth Advisors
Louisiana
$405K
IWN
1435
Independent Wealth Network
Iowa
$403K
Loomis, Sayles & Company
1436
Loomis, Sayles & Company
Massachusetts
$403K
FFA
1437
Founders Financial Alliance
North Carolina
$402K
SFS
1438
Stiles Financial Services
Minnesota
$399K
GCM
1439
G2 Capital Management
Ohio
$397K
ACG
1440
Allen Capital Group
Nebraska
$397K
MCIA
1441
Mountain Capital Investment Advisors
Colorado
$396K
SIC
1442
Samalin Investment Counsel
New York
$395K
RPCA
1443
Running Point Capital Advisors
California
$395K
PFA
1444
Portland Financial Advisors
New York
$394K
FDS
1445
Freedom Day Solutions
Texas
$394K
BSG
1446
Black Swift Group
Colorado
$393K
BPFA
1447
Barnes Pettey Financial Advisors
Mississippi
$392K
SFC
1448
Swisher Financial Concepts
Ohio
$392K
FSWA
1449
Financial Synergies Wealth Advisors
Texas
$391K
SPWM
1450
Schrum Private Wealth Management
Florida
$391K