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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
LW
1726
Linscomb Wealth
Texas
$207K
MA
1727
Maxele Advisors
Missouri
$207K
HWM
1728
HRC Wealth Management
Idaho
$207K
SAS
1729
SMI Advisory Services
Indiana
$207K
SWA
1730
Strata Wealth Advisors
Texas
$206K
WDG
1731
Wealth Dimensions Group
Ohio
$203K
GA
1732
Greenspring Advisors
Maryland
$203K
CWP
1733
Cyndeo Wealth Partners
Florida
$202K
WFP
1734
Wrenne Financial Planning
Kentucky
$202K
M
1735
MATAURO
New York
$201K
BHWM
1736
Beaird Harris Wealth Management
Texas
$201K
ADL
1737
Asset Dedication LLC
California
$198K
EWM
1738
Evermay Wealth Management
Virginia
$197K
GWSG
1739
GPS Wealth Strategies Group
Colorado
$195K
APW
1740
Atlantic Private Wealth
North Carolina
$192K
CFFP
1741
Center for Financial Planning
Michigan
$191K
SWP
1742
Strategic Wealth Partners
Ohio
$187K
AA
1743
Addison Advisors
Vermont
$185K
FPB
1744
First PREMIER Bank
South Dakota
$185K
HWM
1745
Hemington Wealth Management
Virginia
$184K
ITIM
1746
Indiana Trust & Investment Management
Indiana
$175K
HFS
1747
Hantz Financial Services
Michigan
$170K
SC
1748
SouthState Corp
Florida
$166K
LWA
1749
Lowe Wealth Advisors
Maryland
$163K
AWM
1750
Abound Wealth Management
Tennessee
$163K