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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
SIMG
1926
Sonora Investment Management Group
Arizona
MP
1927
McDonald Partners
Ohio
FCM
1928
Fortis Capital Management
Washington
FTUS
1929
Flow Traders U.S.
New York
AWP
1930
Abacus Wealth Partners
California
TWP
1931
Tyche Wealth Partners
Texas
BMM
1932
Berkshire Money Management
Massachusetts
BFP
1933
Briaud Financial Planning
Texas
WTFG
1934
Wood Tarver Financial Group
Idaho
PA
1935
Pineridge Advisors
Missouri
FMTCOCP
1936
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
GBA
1937
Garrison Bradford & Associates
New York
CICI
1938
Capital Investment Counsel Inc
North Carolina
BIG
1939
Brooklyn Investment Group
New York
PSFG
1940
Park Square Financial Group
Georgia
AWM
1941
Avondale Wealth Management
Texas
AP
1942
Atwood & Palmer
Missouri
RIM
1943
Ryan Investment Management
Colorado
TIM
1944
Total Investment Management
Arizona
CPBTD
1945
Central Pacific Bank - Trust Division
Hawaii
MAWAG
1946
Mid-American Wealth Advisory Group
Missouri
TC
1947
Trust Company
Kansas
HT
1948
Headlands Technologies
Illinois
1NWS
1949
1 North Wealth Services
Maryland