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iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$13.9M
CA
277
Centerpoint Advisors
Massachusetts
$13.8M
BZWA
278
Blue Zone Wealth Advisors
California
$13.8M
TCWA
279
Turtle Creek Wealth Advisors
Texas
$13.8M
FGWP
280
Founders Grove Wealth Partners
Virginia
$13.8M
MFG
281
Midwest Financial Group
Kansas
$13.7M
KWM
282
Keebeck Wealth Management
Illinois
$13.6M
PS
283
Planned Solutions
California
$13.6M
LNWWM
284
Laird Norton Wetherby Wealth Management
California
$13.5M
Asset Management One
285
Asset Management One
Japan
$13.3M
CI
286
CX Institutional
Indiana
$13.2M
CFSG
287
Clark Financial Services Group
Missouri
$13.2M
AR
288
Apeiron RIA
Texas
$13.2M
TCM
289
Traynor Capital Management
Pennsylvania
$13.1M
YIA
290
YHB Investment Advisors
Connecticut
$13.1M
KOC
291
Koss-Olinger Consulting
Florida
$13M
TPWA
292
TRUE Private Wealth Advisors
Oregon
$13M
NB
293
Nicolet Bankshares
Wisconsin
$13M
LFAS
294
Level Four Advisory Services
Texas
$13M
BHWM
295
Bay Harbor Wealth Management
Maryland
$13M
AC
296
Apella Capital
Connecticut
$12.8M
CCFM
297
Clear Creek Financial Management
Washington
$12.7M
FAN
298
Financial Advisors Network
California
$12.6M
SWMP
299
Signature Wealth Management Partners
New Jersey
$12.5M
PWM
300
Perigon Wealth Management
California
$12.5M