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iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1526
Rockbridge Investment Management
New York
$333K
SAM
1527
SP Asset Management
California
$332K
MAG
1528
MRA Advisory Group
New Jersey
$332K
PSA
1529
Plum Street Advisors
Louisiana
$331K
NC
1530
NovaPoint Capital
Georgia
$331K
PSIWM
1531
Paradigm Strategies in Wealth Management
Minnesota
$330K
CWM
1532
Chesapeake Wealth Management
Virginia
$330K
BSSFA
1533
Baron Silver Stevens Financial Advisors
Florida
$329K
KCM
1534
Kennicott Capital Management
California
$329K
KCPG
1535
Kavar Capital Partners Group
Kansas
$328K
ML
1536
McAdam LLC
Pennsylvania
$327K
LWM
1537
LJI Wealth Management
Indiana
$325K
DTC
1538
Davidson Trust Company
Washington
$325K
DSC
1539
Duncker Streett & Co
Missouri
$324K
CFSG
1540
Community Financial Services Group
Vermont
$323K
UAS
1541
United Asset Strategies
New York
$323K
BMWS
1542
Brady Martz Wealth Solutions
North Dakota
$322K
CCG
1543
Cypress Capital Group
Florida
$320K
WPP
1544
Whalerock Point Partners
Rhode Island
$319K
GCA
1545
Genesee Capital Advisors
New York
$319K
SWM
1546
Shelton Wealth Management
Texas
$319K
MA
1547
MCF Advisors
Kentucky
$318K
OPWM
1548
Oregon Pacific Wealth Management
Oregon
$317K
OWA
1549
Octavia Wealth Advisors
Ohio
$316K
ESBC
1550
E.S. Barr & Co
Kentucky
$316K