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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
WDG
1726
Wealth Dimensions Group
Ohio
$203K
GA
1727
Greenspring Advisors
Maryland
$203K
CWP
1728
Cyndeo Wealth Partners
Florida
$202K
WFP
1729
Wrenne Financial Planning
Kentucky
$202K
M
1730
MATAURO
New York
$201K
BHWM
1731
Beaird Harris Wealth Management
Texas
$201K
ADL
1732
Asset Dedication LLC
California
$198K
EWM
1733
Evermay Wealth Management
Virginia
$197K
GWSG
1734
GPS Wealth Strategies Group
Colorado
$195K
APW
1735
Atlantic Private Wealth
North Carolina
$192K
CFFP
1736
Center for Financial Planning
Michigan
$191K
SWP
1737
Strategic Wealth Partners
Ohio
$187K
AA
1738
Addison Advisors
Vermont
$185K
FPB
1739
First PREMIER Bank
South Dakota
$185K
HWM
1740
Hemington Wealth Management
Virginia
$184K
ITIM
1741
Indiana Trust & Investment Management
Indiana
$175K
HFS
1742
Hantz Financial Services
Michigan
$170K
SC
1743
SouthState Corp
Florida
$166K
LWA
1744
Lowe Wealth Advisors
Maryland
$163K
AWM
1745
Abound Wealth Management
Tennessee
$163K
HAP
1746
Harbor Asset Planning
Massachusetts
$163K
CSWG
1747
Cardinal Strategic Wealth Guidance
Kentucky
$160K
RTL
1748
Red Tortoise LLC
Georgia
$159K
WWM
1749
Wolff Wiese Magana
California
$155K
RFP
1750
Root Financial Partners
California
$154K