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iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
PFA
151
Pettinga Financial Advisors
Indiana
$30.8M
SFA
152
Sequoia Financial Advisors
Ohio
$30.7M
GRP
153
Global Retirement Partners
California
$30.6M
Natixis Advisors
154
Natixis Advisors
Massachusetts
$30.6M
Charles Schwab
155
Charles Schwab
California
$30.5M
CFA
156
Cahill Financial Advisors
Minnesota
$30.3M
SFO
157
Stokes Family Office
Louisiana
$30.3M
HGWM
158
Horst & Graben Wealth Management
Oregon
$30M
BPA
159
Beacon Pointe Advisors
California
$30M
KL
160
KWMG LLC
Kansas
$29.7M
TPCW
161
TD Private Client Wealth
New York
$29.6M
CAG
162
Csenge Advisory Group
Florida
$29.5M
KPWS
163
Kestra Private Wealth Services
Texas
$29.4M
HSBC Holdings
164
HSBC Holdings
United Kingdom
$29.1M
AWMG
165
ADG Wealth Management Group
Louisiana
$29.1M
HFA
166
High Falls Advisors
New York
$28.8M
SFS
167
Security Financial Services
Indiana
$28.5M
MFG
168
Merit Financial Group
Georgia
$28.4M
DSA
169
Droms Strauss Advisors
Missouri
$27.9M
Financial Engines Advisors
170
Financial Engines Advisors
California
$27.9M
DA
171
Detalus Advisors
Missouri
$27.4M
BCM
172
Brookstone Capital Management
Illinois
$27.1M
SFI
173
SPC Financial Inc
Maryland
$27.1M
AWM
174
Avior Wealth Management
Nebraska
$26.9M
WWM
175
Western Wealth Management
Colorado
$26.5M