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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
CMAI
1576
Capital Management Associates Inc
Minnesota
$281K
HFO
1577
Heritage Family Offices
Arizona
$280K
LFA
1578
Longview Financial Advisors
Alabama
$280K
AIS
1579
Accredited Investor Services
Minnesota
$278K
MC
1580
Mathes Company
New York
$278K
PP
1581
Prudential plc
United Kingdom
$278K
GP
1582
Geneva Partners
Wisconsin
$277K
OFS
1583
OneAscent Financial Services
Alabama
$277K
VAMG
1584
Voisard Asset Management Group
Michigan
$277K
CC
1585
Chicago Capital
Illinois
$276K
EIG
1586
Ellenbecker Investment Group
Wisconsin
$276K
FFA
1587
Fragasso Financial Advisors
Pennsylvania
$276K
BWFA
1588
Baltimore-Washington Financial Advisors
Maryland
$275K
RCA
1589
Resonant Capital Advisors
Wisconsin
$275K
PGF
1590
Plan Group Financial
Oklahoma
$273K
EWA
1591
Etesian Wealth Advisors
Oregon
$271K
PPW
1592
Presilium Private Wealth
Pennsylvania
$268K
SWG
1593
Summit Wealth Group
Vermont
$268K
ACM
1594
Allred Capital Management
Texas
$268K
A
1595
Argentarii
Ohio
$267K
CWM
1596
Cordatus Wealth Management
Pennsylvania
$266K
JF
1597
JSF Financial
California
$264K
AO
1598
Advisor OS
Illinois
$264K
LFS
1599
Legacy Financial Strategies
Kansas
$264K
Chevy Chase Trust
1600
Chevy Chase Trust
Maryland
$264K