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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
AC
376
Avestar Capital
New York
$8.48M
SIAS
377
Summit Investment Advisory Services
Minnesota
$8.46M
FMN
378
Financial Management Network
California
$8.46M
COCM
379
Charter Oak Capital Management
New Hampshire
$8.43M
AEPWM
380
Atlantic Edge Private Wealth Management
Florida
$8.41M
AC
381
Annandale Capital
Texas
$8.39M
SIA
382
Soltis Investment Advisors
Utah
$8.31M
AFP
383
Ausdal Financial Partners
Iowa
$8.2M
RSWM
384
Robertson Stephens Wealth Management
California
$8.13M
GM
385
GeoWealth Management
Illinois
$8.11M
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$8.07M
ACA
387
Ascension Capital Advisors
Texas
$8.02M
SC
388
Sapient Capital
Indiana
$8M
CFA
389
Camarda Financial Advisors
Florida
$7.88M
SGWM
390
Sterling Group Wealth Management
California
$7.86M
AG
391
AlTi Global
New York
$7.85M
VC
392
Vestor Capital
Illinois
$7.82M
BFG
393
Bleakley Financial Group
New Jersey
$7.81M
TPWA
394
Twin Peaks Wealth Advisors
California
$7.81M
WP
395
WealthPLAN Partners
Nebraska
$7.78M
OWCM
396
One Wealth Capital Management
Arizona
$7.77M
AFW
397
Atlantic Family Wealth
Florida
$7.75M
TCBWMS
398
Texas Capital Bank Wealth Management Services
Texas
$7.72M
FWP
399
Firethorn Wealth Partners
Georgia
$7.72M
SB
400
Strategic Blueprint
Georgia
$7.67M