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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
TFG
1751
Team Financial Group
California
$152K
IIL
1752
Insight Inv LLC
California
$144K
FWM
1753
FSA Wealth Management
Massachusetts
$142K
QT
1754
Quantbot Technologies
New York
$142K
CT
1755
Clearstead Trust
Maine
$141K
MAS
1756
MPWM Advisory Solutions
Georgia
$132K
WBC
1757
West Branch Capital
Massachusetts
$131K
MIA
1758
Milestone Investment Advisors
Wisconsin
$130K
PCM
1759
Perritt Capital Management
Illinois
$129K
KFPC
1760
KERR FINANCIAL PLANNING Corp
California
$127K
BC
1761
Bulwark Capital
Florida
$126K
HC
1762
Hoese & Co
Minnesota
$125K
IAS
1763
IMA Advisory Services
Colorado
$125K
RFA
1764
Register Financial Advisors
Georgia
$124K
BCCM
1765
Black Cypress Capital Management
Florida
$124K
RIA
1766
Realta Investment Advisors
Delaware
$124K
AIM
1767
Anchor Investment Management
South Carolina
$122K
JFG
1768
JDM Financial Group
Texas
$120K
PAI
1769
Pittenger & Anderson Inc
Nebraska
$116K
CBT
1770
CoreFirst Bank & Trust
Kansas
$115K
HWA
1771
Heartwood Wealth Advisors
Virginia
$115K
TAM
1772
Townsend Asset Management
North Carolina
$115K
M
1773
MOTCO
Texas
$111K
MWM
1774
MGB Wealth Management
Texas
$108K
AG
1775
AmeriFlex Group
Nevada
$107K