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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
AWA
626
A4 Wealth Advisors
North Carolina
$3.3M
CA
627
Calton & Associates
Florida
$3.29M
RPC
628
Rossmore Private Capital
Connecticut
$3.28M
PCH
629
PGIM Custom Harvest
New Jersey
$3.27M
ANTB
630
AMG National Trust Bank
Colorado
$3.27M
NW
631
NewEdge Wealth
Pennsylvania
$3.27M
AB
632
Atlas Brown
Kentucky
$3.26M
CB
633
Cadence Bank
Mississippi
$3.26M
AWM
634
Alterna Wealth Management
Texas
$3.21M
BCG
635
Breakwater Capital Group
New Jersey
$3.18M
MCC
636
Money Concepts Capital
Florida
$3.18M
RIS
637
Retirement Income Solutions
Michigan
$3.18M
KFI
638
Key Financial Inc
Pennsylvania
$3.16M
BOJHT
639
Bank of Jackson Hole Trust
Wyoming
$3.15M
CCM
640
Colorado Capital Management
Colorado
$3.14M
SDWMA
641
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.14M
MBT
642
Montecito Bank & Trust
California
$3.11M
RW
643
Regimen Wealth
Georgia
$3.08M
CCA
644
Coign Capital Advisors
Utah
$3.05M
PWAM
645
Private Wealth Asset Management
Iowa
$3.05M
YWM
646
Yukon Wealth Management
Kansas
$3.04M
AWP
647
Axis Wealth Partners
Rhode Island
$3.04M
PP
648
Prosperity Planning
Missouri
$3.04M
FWM
649
Fonville Wealth Management
Virginia
$3.02M
EWM
650
Empirical Wealth Management
Washington
$3.02M