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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
Lazard Asset Management
1801
Lazard Asset Management
New York
$77.3K
HWA
1802
HHM Wealth Advisors
Tennessee
$76.1K
IWP
1803
IAG Wealth Partners
Wisconsin
$75.5K
NRG
1804
Nemes Rush Group
Michigan
$74K
UFPG
1805
United Financial Planning Group
New York
$73.9K
RF
1806
Roxbury Financial
New Jersey
$70K
WIM
1807
Westside Investment Management
California
$67K
CWP
1808
Concord Wealth Partners
Virginia
$66.6K
MPWT
1809
MassMutual Private Wealth & Trust
Connecticut
$66.4K
SC
1810
Sawyer & Company
Massachusetts
$66K
VWA
1811
Valued Wealth Advisors
Utah
$65.1K
CCM
1812
Cloud Capital Management
Washington
$65K
ATC
1813
Adirondack Trust Company
New York
$64.8K
CP
1814
Covenant Partners
Tennessee
$64.5K
IBOK
1815
Independence Bank of Kentucky
Kentucky
$63.4K
CW
1816
Curio Wealth
Maryland
$62.7K
KA
1817
Kozak & Associates
Colorado
$60.8K
TWD
1818
True Wealth Design
Ohio
$60.5K
OHWP
1819
Oak Harbor Wealth Partners
North Carolina
$60K
CFS
1820
Compass Financial Services
Iowa
$57K
BLC
1821
Brown, Lisle/Cummings
Rhode Island
$55.5K
CMBA
1822
C.M. Bidwell & Associates
Hawaii
$54.6K
HWM
1823
HighMark Wealth Management
Minnesota
$51.1K
MDCM
1824
Morgan Dempsey Capital Management
Wisconsin
$48.3K
Optiver Holding
1825
Optiver Holding
Netherlands
$45.6K