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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
SFC
1926
Strategic Financial Concepts
Texas
ACM
1927
AlphaStar Capital Management
North Carolina
OMC
1928
Old Mission Capital
Illinois
BW
1929
Basepoint Wealth
Iowa
SWGC
1930
Summit Wealth Group (Colorado)
Colorado
ACM
1931
Alpha Capital Management
Texas
RFN
1932
RDA Financial Network
Iowa
SIG
1933
Sargent Investment Group
Maryland
PIA
1934
Pinion Investment Advisors
Kansas
LMKC
1935
L.M. Kohn & Company
Ohio
AIM
1936
Avity Investment Management
Connecticut
AA
1937
Alpha Advisors
Virginia
MCM
1938
Mainstay Capital Management
Michigan
PWP
1939
Precedent Wealth Partners
Texas
AL
1940
Aspiriant LLC
California
APWA
1941
Atlas Private Wealth Advisors
New Jersey
KF
1942
KKM Financial
Illinois
FWP
1943
Forefront Wealth Partners
Texas
SIMG
1944
Sonora Investment Management Group
Arizona
MP
1945
McDonald Partners
Ohio
FCM
1946
Fortis Capital Management
Washington
FTUS
1947
Flow Traders U.S.
New York
AWP
1948
Abacus Wealth Partners
California
TWP
1949
Tyche Wealth Partners
Texas
BMM
1950
Berkshire Money Management
Massachusetts