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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
Cerity Partners
126
Cerity Partners
New York
$34.7M
SW
127
SteelPeak Wealth
California
$34.2M
SWP
128
Sagespring Wealth Partners
Tennessee
$34.2M
SHIM
129
Stone House Investment Management
Pennsylvania
$33.8M
WANY
130
Wealthspire Advisors (New York)
New York
$33.6M
SVCP
131
Silicon Valley Capital Partners
California
$33.2M
FMWA
132
Forvis Mazars Wealth Advisors
Missouri
$33.1M
VAS
133
Vestmark Advisory Solutions
Massachusetts
$33M
BEC
134
Blue Edge Capital
Virginia
$32.6M
GIA
135
Gladstone Institutional Advisory
Florida
$32.4M
CAL
136
Capital Analysts LLC
Pennsylvania
$32.2M
FMC
137
First Merchants Corp
Indiana
$32.1M
FHB
138
First Hawaiian Bank
Hawaii
$31.9M
MOS
139
MGO One Seven
Ohio
$31.6M
AWM
140
Apollon Wealth Management
South Carolina
$31.5M
WSFS
141
Wilmington Savings Fund Society
Delaware
$31.4M
FDP
142
Financiere des Professionnels
Quebec, Canada
$31.4M
IA
143
Integrity Alliance
Iowa
$31.3M
MWP
144
Meridian Wealth Partners
Pennsylvania
$31.2M
LWM
145
Liberty Wealth Management
California
$31.1M
EL
146
EWA LLC
Pennsylvania
$31M
IWC
147
Integrated Wealth Concepts
Massachusetts
$31M
SWP
148
ShoreHaven Wealth Partners
New Jersey
$30.8M
PFA
149
Pettinga Financial Advisors
Indiana
$30.8M
SFA
150
Sequoia Financial Advisors
Ohio
$30.7M