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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
GRP
151
Global Retirement Partners
California
$30.6M
Natixis Advisors
152
Natixis Advisors
Massachusetts
$30.6M
Charles Schwab
153
Charles Schwab
California
$30.5M
CFA
154
Cahill Financial Advisors
Minnesota
$30.3M
SFO
155
Stokes Family Office
Louisiana
$30.3M
HGWM
156
Horst & Graben Wealth Management
Oregon
$30M
BPA
157
Beacon Pointe Advisors
California
$30M
KL
158
KWMG LLC
Kansas
$29.7M
TPCW
159
TD Private Client Wealth
New York
$29.6M
CAG
160
Csenge Advisory Group
Florida
$29.5M
KPWS
161
Kestra Private Wealth Services
Texas
$29.4M
HSBC Holdings
162
HSBC Holdings
United Kingdom
$29.1M
AWMG
163
ADG Wealth Management Group
Louisiana
$29.1M
HFA
164
High Falls Advisors
New York
$28.8M
SFS
165
Security Financial Services
Indiana
$28.5M
MFG
166
Merit Financial Group
Georgia
$28.4M
DSA
167
Droms Strauss Advisors
Missouri
$27.9M
Financial Engines Advisors
168
Financial Engines Advisors
California
$27.9M
DA
169
Detalus Advisors
Missouri
$27.4M
BCM
170
Brookstone Capital Management
Illinois
$27.1M
SFI
171
SPC Financial Inc
Maryland
$27.1M
AWM
172
Avior Wealth Management
Nebraska
$26.9M
WWM
173
Western Wealth Management
Colorado
$26.5M
SG
174
StoneX Group
New York
$26.5M
SC
175
Saiph Capital
New Jersey
$26.3M