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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
RWA
1701
Redhawk Wealth Advisors
Minnesota
$218K
BFA
1702
Bill Few Associates
Pennsylvania
$217K
CPA
1703
Cardiff Park Advisors
California
$217K
NA
1704
Nordwand Advisors
Pennsylvania
$216K
AF
1705
Apexium Financial
Texas
$216K
GSIS
1706
Global Strategic Investment Solutions
Arizona
$213K
KFC
1707
Klingenstein Fields & Co
New York
$213K
PAM
1708
Pacific Asset Management
Washington
$212K
CFA
1709
Capstone Financial Advisors
Illinois
$212K
SHGA
1710
Sand Hill Global Advisors
California
$212K
SA
1711
Stewardship Advisors
Pennsylvania
$211K
IWM
1712
Inlight Wealth Management
Georgia
$211K
LI
1713
LifeWealth Investments
Florida
$210K
OC
1714
Optima Capital
Oregon
$210K
OPPS
1715
Obsidian Personal Planning Solutions
Maryland
$209K
SPWM
1716
Straight Path Wealth Management
Michigan
$209K
PWM
1717
Prosperity Wealth Management
California
$208K
NWM
1718
Nova Wealth Management
Florida
$208K
WFL
1719
Wealth Forward LLC
North Dakota
$208K
ZIM
1720
Zacks Investment Management
Illinois
$207K
LW
1721
Linscomb Wealth
Texas
$207K
MA
1722
Maxele Advisors
Missouri
$207K
HWM
1723
HRC Wealth Management
Idaho
$207K
SAS
1724
SMI Advisory Services
Indiana
$207K
SWA
1725
Strata Wealth Advisors
Texas
$206K