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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
NAMNJ
1651
NorthStar Asset Management (New Jersey)
New Jersey
$241K
CWM
1652
Centric Wealth Management
Illinois
$241K
RWM
1653
Riverbend Wealth Management
South Carolina
$241K
DWA
1654
Delos Wealth Advisors
Texas
$240K
IWM
1655
Integris Wealth Management
California
$240K
AGA
1656
Arkos Global Advisors
Texas
$240K
JIP
1657
Jaffetilchin Investment Partners
Florida
$238K
NFTC
1658
North Forty Two & Co
Oregon
$238K
Victory Capital Management
1659
Victory Capital Management
Texas
$238K
BIAS
1660
Beacon Investment Advisory Services
New Jersey
$238K
TPWM
1661
Twelve Points Wealth Management
Massachusetts
$238K
WPW
1662
Waldron Private Wealth
Pennsylvania
$237K
AA
1663
Aire Advisors
California
$236K
TI
1664
Tidal Investments
Wisconsin
$235K
VWA
1665
VSM Wealth Advisory
Maryland
$235K
TP
1666
Tranquility Partners
Tennessee
$234K
FBFS
1667
First Business Financial Services
Wisconsin
$233K
BIG
1668
Builder Investment Group
Georgia
$233K
WIC
1669
Willis Investment Counsel
Georgia
$233K
BA
1670
Bluesphere Advisors
Pennsylvania
$233K
Wealthfront Advisers
1671
Wealthfront Advisers
California
$232K
PAW
1672
Plan A Wealth
Nebraska
$232K
IPW
1673
Impact Partnership Wealth
Georgia
$230K
IFA
1674
Interactive Financial Advisors
Illinois
$230K
FAG
1675
Fortitude Advisory Group
Washington
$229K