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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
EH
176
Equitable Holdings
New York
$26.1M
WA
177
Wealth Alliance
New York
$26.1M
PSCM
178
Per Stirling Capital Management
Texas
$25.9M
AIP
179
Ameritas Investment Partners
Nebraska
$25.9M
TWP
180
Triad Wealth Partners
Kansas
$25.5M
OWA
181
One Wealth Advisors
California
$25.4M
PRS
182
Pinkerton Retirement Specialists
Idaho
$24.9M
GIA
183
GHP Investment Advisors
Colorado
$24.6M
FHC
184
First Heartland Consultants
Missouri
$24.6M
CFG
185
Citizens Financial Group
Rhode Island
$24.6M
SWM
186
Spire Wealth Management
Virginia
$24.2M
MC
187
McMorgan & Co
California
$23.7M
CFO
188
Callan Family Office
Pennsylvania
$23.4M
GPA
189
Guidance Point Advisors
Massachusetts
$23.2M
SWM
190
Scissortail Wealth Management
Oklahoma
$23.1M
APP
191
Avantax Planning Partners
Iowa
$23M
PWA
192
Physician Wealth Advisors
Utah
$22.9M
CFB
193
Cullen/Frost Bankers
Texas
$22.7M
PFG
194
PAX Financial Group
Texas
$22.7M
SS
195
Sunbelt Securities
Texas
$22.6M
KFSC
196
Keystone Financial Services (Colorado)
Colorado
$22.6M
SEI Investments
197
SEI Investments
Pennsylvania
$22.6M
MAFA
198
MJT & Associates Financial Advisory
Minnesota
$22.5M
ATPW
199
Ashton Thomas Private Wealth
Arizona
$22.2M
FWP
200
FAS Wealth Partners
Kansas
$21.8M