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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
GBT
1501
Grove Bank & Trust
Florida
$336K
MAG
1502
M3 Advisory Group
Massachusetts
$335K
TGAM
1503
TBH Global Asset Management
Tennessee
$335K
MWM
1504
Melfa Wealth Management
Massachusetts
$335K
RIM
1505
Rockbridge Investment Management
New York
$333K
SAM
1506
SP Asset Management
California
$332K
MAG
1507
MRA Advisory Group
New Jersey
$332K
PSA
1508
Plum Street Advisors
Louisiana
$331K
NC
1509
NovaPoint Capital
Georgia
$331K
PSIWM
1510
Paradigm Strategies in Wealth Management
Minnesota
$330K
CWM
1511
Chesapeake Wealth Management
Virginia
$330K
BSSFA
1512
Baron Silver Stevens Financial Advisors
Florida
$329K
KCM
1513
Kennicott Capital Management
California
$329K
KCPG
1514
Kavar Capital Partners Group
Kansas
$328K
ML
1515
McAdam LLC
Pennsylvania
$327K
LWM
1516
LJI Wealth Management
Indiana
$325K
DTC
1517
Davidson Trust Company
Washington
$325K
DSC
1518
Duncker Streett & Co
Missouri
$324K
CFSG
1519
Community Financial Services Group
Vermont
$323K
UAS
1520
United Asset Strategies
New York
$323K
BMWS
1521
Brady Martz Wealth Solutions
North Dakota
$322K
CCG
1522
Cypress Capital Group
Florida
$320K
WPP
1523
Whalerock Point Partners
Rhode Island
$319K
GCA
1524
Genesee Capital Advisors
New York
$319K
SWM
1525
Shelton Wealth Management
Texas
$319K