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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
NL
1476
Navalign LLC
California
$359K
PRP
1477
Peak Retirement Planning
Ohio
$359K
GWMIA
1478
Global Wealth Management Investment Advisory
Florida
$358K
APA
1479
Astoria Portfolio Advisors
New York
$358K
HW
1480
HORAN Wealth
Ohio
$358K
DIM
1481
Delta Investment Management
California
$357K
OC
1482
Oarsman Capital
Wisconsin
$352K
RCG
1483
Regatta Capital Group
California
$351K
VC
1484
Veery Capital
Delaware
$351K
1WA
1485
180 Wealth Advisors
Washington
$350K
GFPC
1486
Global Financial Private Client
Florida
$350K
OBWG
1487
Onyx Bridge Wealth Group
New York
$348K
VBFP
1488
Valtinson Bruner Financial Planning
Minnesota
$348K
TCTWM
1489
Three Cord True Wealth Management
Pennsylvania
$346K
SFC
1490
SYM Financial Corp
Indiana
$344K
CG
1491
Cynosure Group
Utah
$343K
NC
1492
NewSquare Capital
Pennsylvania
$343K
SWM
1493
Sagace Wealth Management
Florida
$343K
AFM
1494
Armstrong Fleming & Moore
District of Columbia
$342K
AFAS
1495
Acorn Financial Advisory Services
Virginia
$341K
GBT
1496
Grove Bank & Trust
Florida
$336K
MAG
1497
M3 Advisory Group
Massachusetts
$335K
TGAM
1498
TBH Global Asset Management
Tennessee
$335K
MWM
1499
Melfa Wealth Management
Massachusetts
$335K
RIM
1500
Rockbridge Investment Management
New York
$333K