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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
GCM
1426
G2 Capital Management
Ohio
$397K
ACG
1427
Allen Capital Group
Nebraska
$397K
MCIA
1428
Mountain Capital Investment Advisors
Colorado
$396K
SIC
1429
Samalin Investment Counsel
New York
$395K
RPCA
1430
Running Point Capital Advisors
California
$395K
PFA
1431
Portland Financial Advisors
New York
$394K
FDS
1432
Freedom Day Solutions
Texas
$394K
BSG
1433
Black Swift Group
Colorado
$393K
BPFA
1434
Barnes Pettey Financial Advisors
Mississippi
$392K
SFC
1435
Swisher Financial Concepts
Ohio
$392K
FSWA
1436
Financial Synergies Wealth Advisors
Texas
$391K
SPWM
1437
Schrum Private Wealth Management
Florida
$391K
LSA
1438
L & S Advisors
California
$390K
PAWA
1439
Palo Alto Wealth Advisors
California
$388K
BHPW
1440
Beverly Hills Private Wealth
California
$388K
PWP
1441
Prasad Wealth Partners
Ohio
$388K
FSC
1442
Full Sail Capital
Oklahoma
$387K
CT
1443
Caldwell Trust
Florida
$387K
MIP
1444
Marietta Investment Partners
Wisconsin
$387K
KHCM
1445
Kirtland Hills Capital Management
Ohio
$386K
PWM
1446
Paulson Wealth Management
Illinois
$386K
SI
1447
Saxon Interests
Texas
$386K
RBC
1448
Roble Belko & Company
Pennsylvania
$386K
GC
1449
Grimes & Company
Massachusetts
$385K
WCM
1450
Wealthcare Capital Management
Virginia
$384K