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iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 599 increasing their positions, 757 reducing their positions, and 54 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:

0.93% less ownership

Funds ownership: 73.84%72.91% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
ZIG
1476
Zullo Investment Group
Pennsylvania
$377K
CWM
1477
Core Wealth Management
Florida
$374K
CPSAC
1478
Chas P. Smith & Associates (CPS)
Florida
$373K
TA
1479
TPG Advisors
Illinois
$367K
FWM
1480
FSR Wealth Management
Illinois
$365K
SMC
1481
Smith, Moore & Co
Missouri
$365K
FAT
1482
First American Trust
California
$365K
AA
1483
Advisory Alpha
Michigan
$363K
SC
1484
Steph & Co
Wisconsin
$363K
JCM
1485
Jag Capital Management
Missouri
$362K
1W
1486
1776 Wealth
Georgia
$362K
MKC
1487
M. Kraus & Co
Vermont
$362K
OFS
1488
Oldfather Financial Services
Nebraska
$362K
NL
1489
Navalign LLC
California
$359K
PRP
1490
Peak Retirement Planning
Ohio
$359K
GWMIA
1491
Global Wealth Management Investment Advisory
Florida
$358K
APA
1492
Astoria Portfolio Advisors
New York
$358K
HW
1493
HORAN Wealth
Ohio
$358K
DIM
1494
Delta Investment Management
California
$357K
OC
1495
Oarsman Capital
Wisconsin
$352K
RCG
1496
Regatta Capital Group
California
$351K
VC
1497
Veery Capital
Delaware
$351K
1WA
1498
180 Wealth Advisors
Washington
$350K
GFPC
1499
Global Financial Private Client
Florida
$350K
OBWG
1500
Onyx Bridge Wealth Group
New York
$348K