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iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
376
Gen-Wealth Partners
Michigan
$8.64M
EFG
377
Ethos Financial Group
Pennsylvania
$8.64M
CAI
378
Capital Advisors Inc
Oklahoma
$8.59M
BRWA
379
B. Riley Wealth Advisors
Florida
$8.57M
EPW
380
Endeavor Private Wealth
Kansas
$8.55M
HSWS
381
Higgins & Schmidt Wealth Strategies
Colorado
$8.48M
AC
382
Avestar Capital
New York
$8.48M
SIAS
383
Summit Investment Advisory Services
Minnesota
$8.46M
FMN
384
Financial Management Network
California
$8.46M
COCM
385
Charter Oak Capital Management
New Hampshire
$8.43M
AEPWM
386
Atlantic Edge Private Wealth Management
Florida
$8.41M
AC
387
Annandale Capital
Texas
$8.39M
SIA
388
Soltis Investment Advisors
Utah
$8.31M
AFP
389
Ausdal Financial Partners
Iowa
$8.2M
RSWM
390
Robertson Stephens Wealth Management
California
$8.13M
GM
391
GeoWealth Management
Illinois
$8.11M
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$8.07M
ACA
393
Ascension Capital Advisors
Texas
$8.02M
SC
394
Sapient Capital
Indiana
$8M
CFA
395
Camarda Financial Advisors
Florida
$7.88M
SGWM
396
Sterling Group Wealth Management
California
$7.86M
AG
397
AlTi Global
New York
$7.85M
VC
398
Vestor Capital
Illinois
$7.82M
BFG
399
Bleakley Financial Group
New Jersey
$7.81M
TPWA
400
Twin Peaks Wealth Advisors
California
$7.81M