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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
SAM
1501
SP Asset Management
California
$332K
MAG
1502
MRA Advisory Group
New Jersey
$332K
PSA
1503
Plum Street Advisors
Louisiana
$331K
NC
1504
NovaPoint Capital
Georgia
$331K
PSIWM
1505
Paradigm Strategies in Wealth Management
Minnesota
$330K
CWM
1506
Chesapeake Wealth Management
Virginia
$330K
BSSFA
1507
Baron Silver Stevens Financial Advisors
Florida
$329K
KCM
1508
Kennicott Capital Management
California
$329K
KCPG
1509
Kavar Capital Partners Group
Kansas
$328K
ML
1510
McAdam LLC
Pennsylvania
$327K
LWM
1511
LJI Wealth Management
Indiana
$325K
DTC
1512
Davidson Trust Company
Washington
$325K
DSC
1513
Duncker Streett & Co
Missouri
$324K
CFSG
1514
Community Financial Services Group
Vermont
$323K
UAS
1515
United Asset Strategies
New York
$323K
BMWS
1516
Brady Martz Wealth Solutions
North Dakota
$322K
CCG
1517
Cypress Capital Group
Florida
$320K
WPP
1518
Whalerock Point Partners
Rhode Island
$319K
GCA
1519
Genesee Capital Advisors
New York
$319K
SWM
1520
Shelton Wealth Management
Texas
$319K
MA
1521
MCF Advisors
Kentucky
$318K
OPWM
1522
Oregon Pacific Wealth Management
Oregon
$317K
OWA
1523
Octavia Wealth Advisors
Ohio
$316K
ESBC
1524
E.S. Barr & Co
Kentucky
$316K
FA
1525
Fermata Advisors
California
$316K