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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
POIA
1801
Pin Oak Investment Advisors
Texas
$85K
AIC
1802
Archer Investment Corporation
Indiana
$82.3K
KWM
1803
Kiker Wealth Management
Georgia
$80.6K
FLP
1804
Financial Life Planners
Arizona
$80.1K
VWWMG
1805
Vermillion & White Wealth Management Group
Pennsylvania
$77.5K
Lazard Asset Management
1806
Lazard Asset Management
New York
$77.3K
HWA
1807
HHM Wealth Advisors
Tennessee
$76.1K
IWP
1808
IAG Wealth Partners
Wisconsin
$75.5K
NRG
1809
Nemes Rush Group
Michigan
$74K
UFPG
1810
United Financial Planning Group
New York
$73.9K
RF
1811
Roxbury Financial
New Jersey
$70K
WIM
1812
Westside Investment Management
California
$67K
CWP
1813
Concord Wealth Partners
Virginia
$66.6K
MPWT
1814
MassMutual Private Wealth & Trust
Connecticut
$66.4K
SC
1815
Sawyer & Company
Massachusetts
$66K
VWA
1816
Valued Wealth Advisors
Utah
$65.1K
CCM
1817
Cloud Capital Management
Washington
$65K
ATC
1818
Adirondack Trust Company
New York
$64.8K
CP
1819
Covenant Partners
Tennessee
$64.5K
IBOK
1820
Independence Bank of Kentucky
Kentucky
$63.4K
CW
1821
Curio Wealth
Maryland
$62.7K
KA
1822
Kozak & Associates
Colorado
$60.8K
TWD
1823
True Wealth Design
Ohio
$60.5K
OHWP
1824
Oak Harbor Wealth Partners
North Carolina
$60K
CFS
1825
Compass Financial Services
Iowa
$57K