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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
PWPS
1451
Pinnacle Wealth Planning Services
Ohio
$384K
LPFG
1452
Landing Point Financial Group
Ohio
$384K
MHWM
1453
Montz Harcus Wealth Management
Louisiana
$383K
CTA
1454
Colonial Trust Advisors
South Carolina
$383K
LRIA
1455
Leonard Rickey Investment Advisors
Washington
$382K
IWS
1456
Integrity Wealth Solutions
Colorado
$382K
PPWM
1457
PFG Private Wealth Management
Florida
$382K
BCP
1458
Blue Chip Partners
Michigan
$381K
SRWM
1459
Shira Ridge Wealth Management
California
$378K
FIM
1460
Freedom Investment Management
Connecticut
$377K
FPCG
1461
Forum Private Client Group
Indiana
$377K
AIP
1462
ARS Investment Partners
New York
$377K
ZIG
1463
Zullo Investment Group
Pennsylvania
$377K
CWM
1464
Core Wealth Management
Florida
$374K
CPSAC
1465
Chas P. Smith & Associates (CPS)
Florida
$373K
TA
1466
TPG Advisors
Illinois
$367K
FWM
1467
FSR Wealth Management
Illinois
$365K
SMC
1468
Smith, Moore & Co
Missouri
$365K
FAT
1469
First American Trust
California
$365K
AA
1470
Advisory Alpha
Michigan
$363K
SC
1471
Steph & Co
Wisconsin
$363K
JCM
1472
Jag Capital Management
Missouri
$362K
MKC
1473
M. Kraus & Co
Vermont
$362K
1W
1474
1776 Wealth
Georgia
$362K
OFS
1475
Oldfather Financial Services
Nebraska
$362K