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iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1426
Klingman & Associates
New York
$420K
WH
1427
Willner & Heller
California
$420K
HSWM
1428
Hubbell Strickland Wealth Management
Louisiana
$419K
TC
1429
Truvestments Capital
Florida
$419K
AFG
1430
Allegheny Financial Group
Pennsylvania
$417K
HWMO
1431
Heritage Wealth Management (Ohio)
Ohio
$417K
SFA
1432
Salus Financial Advisors
Colorado
$415K
PIM
1433
Pullen Investment Management
Florida
$414K
SFGP
1434
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$414K
ISL
1435
Ingalls & Snyder LLC
New York
$412K
FWWM
1436
Fiscal Wisdom Wealth Management
Connecticut
$411K
NS
1437
NBC Securities
Alabama
$411K
AWM
1438
Activest Wealth Management
Florida
$410K
PGA
1439
Portland Global Advisors
Maine
$410K
PFA
1440
Petra Financial Advisors
Colorado
$408K
LFG
1441
Lockerman Financial Group
California
$407K
AWM
1442
Affinity Wealth Management
Delaware
$406K
DJSG
1443
D.J. St. Germain
Massachusetts
$406K
RWM
1444
RMG Wealth Management
Wisconsin
$405K
TA
1445
TruWealth Advisors
Louisiana
$405K
IWN
1446
Independent Wealth Network
Iowa
$403K
Loomis, Sayles & Company
1447
Loomis, Sayles & Company
Massachusetts
$403K
FFA
1448
Founders Financial Alliance
North Carolina
$402K
SFS
1449
Stiles Financial Services
Minnesota
$399K
GCM
1450
G2 Capital Management
Ohio
$397K