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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
PIA
126
Powell Investment Advisors
Florida
$35.1M
BCI
127
Brinker Capital Investments
Pennsylvania
$34.9M
Cerity Partners
128
Cerity Partners
New York
$34.7M
SW
129
SteelPeak Wealth
California
$34.2M
SWP
130
Sagespring Wealth Partners
Tennessee
$34.2M
SHIM
131
Stone House Investment Management
Pennsylvania
$33.8M
WANY
132
Wealthspire Advisors (New York)
New York
$33.6M
SVCP
133
Silicon Valley Capital Partners
California
$33.2M
FMWA
134
Forvis Mazars Wealth Advisors
Missouri
$33.1M
VAS
135
Vestmark Advisory Solutions
Massachusetts
$33M
BEC
136
Blue Edge Capital
Virginia
$32.6M
GIA
137
Gladstone Institutional Advisory
Florida
$32.4M
CAL
138
Capital Analysts LLC
Pennsylvania
$32.2M
FMC
139
First Merchants Corp
Indiana
$32.1M
FHB
140
First Hawaiian Bank
Hawaii
$31.9M
MOS
141
MGO One Seven
Ohio
$31.6M
AWM
142
Apollon Wealth Management
South Carolina
$31.5M
WSFS
143
Wilmington Savings Fund Society
Delaware
$31.4M
FDP
144
Financiere des Professionnels
Quebec, Canada
$31.4M
IA
145
Integrity Alliance
Iowa
$31.3M
MWP
146
Meridian Wealth Partners
Pennsylvania
$31.2M
LWM
147
Liberty Wealth Management
California
$31.1M
EL
148
EWA LLC
Pennsylvania
$31M
IWC
149
Integrated Wealth Concepts
Massachusetts
$31M
SWP
150
ShoreHaven Wealth Partners
New Jersey
$30.8M