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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
SI
1451
Saxon Interests
Texas
$386K
RBC
1452
Roble Belko & Company
Pennsylvania
$386K
GC
1453
Grimes & Company
Massachusetts
$385K
WCM
1454
Wealthcare Capital Management
Virginia
$384K
PWPS
1455
Pinnacle Wealth Planning Services
Ohio
$384K
LPFG
1456
Landing Point Financial Group
Ohio
$384K
MHWM
1457
Montz Harcus Wealth Management
Louisiana
$383K
CTA
1458
Colonial Trust Advisors
South Carolina
$383K
LRIA
1459
Leonard Rickey Investment Advisors
Washington
$382K
IWS
1460
Integrity Wealth Solutions
Colorado
$382K
PPWM
1461
PFG Private Wealth Management
Florida
$382K
BCP
1462
Blue Chip Partners
Michigan
$381K
SRWM
1463
Shira Ridge Wealth Management
California
$378K
FIM
1464
Freedom Investment Management
Connecticut
$377K
FPCG
1465
Forum Private Client Group
Indiana
$377K
AIP
1466
ARS Investment Partners
New York
$377K
ZIG
1467
Zullo Investment Group
Pennsylvania
$377K
CWM
1468
Core Wealth Management
Florida
$374K
CPSAC
1469
Chas P. Smith & Associates (CPS)
Florida
$373K
TA
1470
TPG Advisors
Illinois
$367K
FWM
1471
FSR Wealth Management
Illinois
$365K
SMC
1472
Smith, Moore & Co
Missouri
$365K
FAT
1473
First American Trust
California
$365K
AA
1474
Advisory Alpha
Michigan
$363K
SC
1475
Steph & Co
Wisconsin
$363K