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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
GC
1626
Guidance Capital
Kentucky
$255K
DOA
1627
D'Orazio & Associates
Virginia
$254K
FVWA
1628
Foster Victor Wealth Advisors
South Carolina
$253K
CAS
1629
Coppell Advisory Solutions
Texas
$252K
DJYG
1630
David J. Yvars Group
Florida
$252K
LPT
1631
Legacy Private Trust
Wisconsin
$252K
BMC
1632
Beaton Management Company
Massachusetts
$251K
HVIA
1633
Hudson Valley Investment Advisors
New York
$250K
DFC
1634
DB Fitzpatrick & Co
Idaho
$250K
FSA
1635
Financial Services Advisory
Maryland
$249K
PA
1636
Planning Alternatives
Michigan
$249K
CWM
1637
CarsonAllaria Wealth Management
Illinois
$248K
HSG
1638
Helen Stephens Group
Texas
$247K
SHF
1639
Stage Harbor Financial
Massachusetts
$246K
PTP
1640
Platform Technology Partners
New York
$246K
VCM
1641
Vivaldi Capital Management
Illinois
$246K
WA
1642
WESPAC Advisors
California
$246K
HI
1643
Human Investing
Oregon
$246K
SWM
1644
Silverlake Wealth Management
Vermont
$246K
PWM
1645
Proathlete Wealth Management
Florida
$245K
RFG
1646
REAP Financial Group
Texas
$244K
LBC
1647
Leigh Baldwin & Co
New York
$244K
PHAM
1648
Palisades Hudson Asset Management
Florida
$243K
FFA
1649
Florida Financial Advisors
Florida
$242K
NIM
1650
Northeast Investment Management
Massachusetts
$242K