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iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1826
Pin Oak Investment Advisors
Texas
$85K
AIC
1827
Archer Investment Corporation
Indiana
$82.3K
KWM
1828
Kiker Wealth Management
Georgia
$80.6K
FLP
1829
Financial Life Planners
Arizona
$80.1K
VWWMG
1830
Vermillion & White Wealth Management Group
Pennsylvania
$77.5K
Lazard Asset Management
1831
Lazard Asset Management
New York
$77.3K
HWA
1832
HHM Wealth Advisors
Tennessee
$76.1K
IWP
1833
IAG Wealth Partners
Wisconsin
$75.5K
NRG
1834
Nemes Rush Group
Michigan
$74K
UFPG
1835
United Financial Planning Group
New York
$73.9K
RF
1836
Roxbury Financial
New Jersey
$70K
WIM
1837
Westside Investment Management
California
$67K
CWP
1838
Concord Wealth Partners
Virginia
$66.6K
MPWT
1839
MassMutual Private Wealth & Trust
Connecticut
$66.4K
SC
1840
Sawyer & Company
Massachusetts
$66K
VWA
1841
Valued Wealth Advisors
Utah
$65.1K
CCM
1842
Cloud Capital Management
Washington
$65K
ATC
1843
Adirondack Trust Company
New York
$64.8K
CP
1844
Covenant Partners
Tennessee
$64.5K
IBOK
1845
Independence Bank of Kentucky
Kentucky
$63.4K
CW
1846
Curio Wealth
Maryland
$62.7K
KA
1847
Kozak & Associates
Colorado
$60.8K
TWD
1848
True Wealth Design
Ohio
$60.5K
OHWP
1849
Oak Harbor Wealth Partners
North Carolina
$60K
CFS
1850
Compass Financial Services
Iowa
$57K