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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
PCH
626
PGIM Custom Harvest
New Jersey
$3.27M
ANTB
627
AMG National Trust Bank
Colorado
$3.27M
NW
628
NewEdge Wealth
Pennsylvania
$3.27M
AB
629
Atlas Brown
Kentucky
$3.26M
CB
630
Cadence Bank
Mississippi
$3.26M
AWM
631
Alterna Wealth Management
Texas
$3.21M
BCG
632
Breakwater Capital Group
New Jersey
$3.18M
MCC
633
Money Concepts Capital
Florida
$3.18M
RIS
634
Retirement Income Solutions
Michigan
$3.18M
KFI
635
Key Financial Inc
Pennsylvania
$3.16M
BOJHT
636
Bank of Jackson Hole Trust
Wyoming
$3.15M
CCM
637
Colorado Capital Management
Colorado
$3.14M
SDWMA
638
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.14M
MBT
639
Montecito Bank & Trust
California
$3.11M
RW
640
Regimen Wealth
Georgia
$3.08M
CCA
641
Coign Capital Advisors
Utah
$3.05M
PWAM
642
Private Wealth Asset Management
Iowa
$3.05M
YWM
643
Yukon Wealth Management
Kansas
$3.04M
AWP
644
Axis Wealth Partners
Rhode Island
$3.04M
PP
645
Prosperity Planning
Missouri
$3.04M
FWM
646
Fonville Wealth Management
Virginia
$3.02M
EWM
647
Empirical Wealth Management
Washington
$3.02M
FAIM
648
Financial Advocates Investment Management
Washington
$3.02M
CAC
649
Certified Advisory Corp
Florida
$3.01M
DWA
650
Dorsey Wright & Associates
California
$3M