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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
FMN
376
Financial Management Network
California
$8.46M
COCM
377
Charter Oak Capital Management
New Hampshire
$8.43M
AEPWM
378
Atlantic Edge Private Wealth Management
Florida
$8.41M
AC
379
Annandale Capital
Texas
$8.39M
SIA
380
Soltis Investment Advisors
Utah
$8.31M
AFP
381
Ausdal Financial Partners
Iowa
$8.2M
RSWM
382
Robertson Stephens Wealth Management
California
$8.13M
GM
383
GeoWealth Management
Illinois
$8.11M
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$8.07M
ACA
385
Ascension Capital Advisors
Texas
$8.02M
SC
386
Sapient Capital
Indiana
$8M
CFA
387
Camarda Financial Advisors
Florida
$7.88M
SGWM
388
Sterling Group Wealth Management
California
$7.86M
AG
389
AlTi Global
New York
$7.85M
VC
390
Vestor Capital
Illinois
$7.82M
BFG
391
Bleakley Financial Group
New Jersey
$7.81M
TPWA
392
Twin Peaks Wealth Advisors
California
$7.81M
WP
393
WealthPLAN Partners
Nebraska
$7.78M
OWCM
394
One Wealth Capital Management
Arizona
$7.77M
AFW
395
Atlantic Family Wealth
Florida
$7.75M
TCBWMS
396
Texas Capital Bank Wealth Management Services
Texas
$7.72M
FWP
397
Firethorn Wealth Partners
Georgia
$7.72M
SB
398
Strategic Blueprint
Georgia
$7.67M
FAM
399
Frontier Asset Management
Wyoming
$7.62M
BNP Paribas Financial Markets
400
BNP Paribas Financial Markets
France
$7.61M