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iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 599 increasing their positions, 757 reducing their positions, and 54 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:

0.93% less ownership

Funds ownership: 73.84%72.91% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
BRWA
376
B. Riley Wealth Advisors
Florida
$8.57M
EPW
377
Endeavor Private Wealth
Kansas
$8.55M
HSWS
378
Higgins & Schmidt Wealth Strategies
Colorado
$8.48M
AC
379
Avestar Capital
New York
$8.48M
SIAS
380
Summit Investment Advisory Services
Minnesota
$8.46M
FMN
381
Financial Management Network
California
$8.46M
COCM
382
Charter Oak Capital Management
New Hampshire
$8.43M
AEPWM
383
Atlantic Edge Private Wealth Management
Florida
$8.41M
AC
384
Annandale Capital
Texas
$8.39M
SIA
385
Soltis Investment Advisors
Utah
$8.31M
AFP
386
Ausdal Financial Partners
Iowa
$8.2M
RSWM
387
Robertson Stephens Wealth Management
California
$8.13M
GM
388
GeoWealth Management
Illinois
$8.11M
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$8.07M
ACA
390
Ascension Capital Advisors
Texas
$8.02M
SC
391
Sapient Capital
Indiana
$8M
CFA
392
Camarda Financial Advisors
Florida
$7.88M
SGWM
393
Sterling Group Wealth Management
California
$7.86M
AG
394
AlTi Global
New York
$7.85M
VC
395
Vestor Capital
Illinois
$7.82M
BFG
396
Bleakley Financial Group
New Jersey
$7.81M
TPWA
397
Twin Peaks Wealth Advisors
California
$7.81M
WP
398
WealthPLAN Partners
Nebraska
$7.78M
OWCM
399
One Wealth Capital Management
Arizona
$7.77M
AFW
400
Atlantic Family Wealth
Florida
$7.75M