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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
DTC
1526
Davidson Trust Company
Washington
$325K
DSC
1527
Duncker Streett & Co
Missouri
$324K
CFSG
1528
Community Financial Services Group
Vermont
$323K
UAS
1529
United Asset Strategies
New York
$323K
BMWS
1530
Brady Martz Wealth Solutions
North Dakota
$322K
CCG
1531
Cypress Capital Group
Florida
$320K
WPP
1532
Whalerock Point Partners
Rhode Island
$319K
GCA
1533
Genesee Capital Advisors
New York
$319K
SWM
1534
Shelton Wealth Management
Texas
$319K
MA
1535
MCF Advisors
Kentucky
$318K
OPWM
1536
Oregon Pacific Wealth Management
Oregon
$317K
OWA
1537
Octavia Wealth Advisors
Ohio
$316K
ESBC
1538
E.S. Barr & Co
Kentucky
$316K
FA
1539
Fermata Advisors
California
$316K
MWM
1540
Mascoma Wealth Management
New Hampshire
$316K
GA
1541
Gordian Advisors
Arizona
$316K
GGS
1542
Galvin Gaustad & Stein
Arizona
$315K
CL
1543
CIM LLC
New York
$314K
CFGA
1544
Cambridge Financial Group (Arizona)
Arizona
$313K
WAG
1545
Windsor Advisory Group
Ohio
$312K
HG
1546
Harbor Group
New Hampshire
$312K
IPAM
1547
Investment Partners Asset Management
New Jersey
$310K
SA
1548
SAM Advisors
California
$310K
VFPW
1549
Vantage Financial Partners (Wisconsin)
Wisconsin
$309K
WF
1550
WoodTrust Financial
Wisconsin
$308K