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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
BZWA
276
Blue Zone Wealth Advisors
California
$13.8M
TCWA
277
Turtle Creek Wealth Advisors
Texas
$13.8M
FGWP
278
Founders Grove Wealth Partners
Virginia
$13.8M
MFG
279
Midwest Financial Group
Kansas
$13.7M
KWM
280
Keebeck Wealth Management
Illinois
$13.6M
PS
281
Planned Solutions
California
$13.6M
LNWWM
282
Laird Norton Wetherby Wealth Management
California
$13.5M
Asset Management One
283
Asset Management One
Japan
$13.3M
CI
284
CX Institutional
Indiana
$13.2M
CFSG
285
Clark Financial Services Group
Missouri
$13.2M
AR
286
Apeiron RIA
Texas
$13.2M
TCM
287
Traynor Capital Management
Pennsylvania
$13.1M
YIA
288
YHB Investment Advisors
Connecticut
$13.1M
KOC
289
Koss-Olinger Consulting
Florida
$13M
TPWA
290
TRUE Private Wealth Advisors
Oregon
$13M
NB
291
Nicolet Bankshares
Wisconsin
$13M
LFAS
292
Level Four Advisory Services
Texas
$13M
BHWM
293
Bay Harbor Wealth Management
Maryland
$13M
AC
294
Apella Capital
Connecticut
$12.8M
CCFM
295
Clear Creek Financial Management
Washington
$12.7M
FAN
296
Financial Advisors Network
California
$12.6M
SWMP
297
Signature Wealth Management Partners
New Jersey
$12.5M
PWM
298
Perigon Wealth Management
California
$12.5M
HFW
299
Horizon Family Wealth
Illinois
$12.3M
PCA
300
Pallas Capital Advisors
Massachusetts
$12M