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iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 599 increasing their positions, 757 reducing their positions, and 54 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:

0.93% less ownership

Funds ownership: 73.84%72.91% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
CFFP
1751
Center for Financial Planning
Michigan
$191K
SWP
1752
Strategic Wealth Partners
Ohio
$187K
AA
1753
Addison Advisors
Vermont
$185K
FPB
1754
First PREMIER Bank
South Dakota
$185K
HWM
1755
Hemington Wealth Management
Virginia
$184K
ITIM
1756
Indiana Trust & Investment Management
Indiana
$175K
HFS
1757
Hantz Financial Services
Michigan
$170K
SC
1758
SouthState Corp
Florida
$166K
LWA
1759
Lowe Wealth Advisors
Maryland
$163K
AWM
1760
Abound Wealth Management
Tennessee
$163K
HAP
1761
Harbor Asset Planning
Massachusetts
$163K
CSWG
1762
Cardinal Strategic Wealth Guidance
Kentucky
$160K
RTL
1763
Red Tortoise LLC
Georgia
$159K
WWM
1764
Wolff Wiese Magana
California
$155K
RFP
1765
Root Financial Partners
California
$154K
TFG
1766
Team Financial Group
California
$152K
IIL
1767
Insight Inv LLC
California
$144K
FWM
1768
FSA Wealth Management
Massachusetts
$142K
QT
1769
Quantbot Technologies
New York
$142K
CT
1770
Clearstead Trust
Maine
$141K
MAS
1771
MPWM Advisory Solutions
Georgia
$132K
WBC
1772
West Branch Capital
Massachusetts
$131K
MIA
1773
Milestone Investment Advisors
Wisconsin
$130K
PCM
1774
Perritt Capital Management
Illinois
$129K
APW
1775
Aventura Private Wealth
Florida
$128K