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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
LTI
651
Laffer Tengler Investments
Tennessee
$3M
MWS
652
MFA Wealth Services
California
$3M
Vanguard Group
653
Vanguard Group
Pennsylvania
$2.98M
PPC
654
Park Place Capital
Alabama
$2.96M
NB
655
Northwest Bancshares
Pennsylvania
$2.95M
HCM
656
Hudson Capital Management
New Jersey
$2.95M
KWA
657
Kingswood Wealth Advisors
California
$2.94M
O3W
658
Omni 360 Wealth
New Jersey
$2.94M
PWM
659
Power Wealth Management
Georgia
$2.93M
TA
660
Tactive Advisors
Florida
$2.92M
D
661
Dentgroup
Louisiana
$2.88M
National Bank of Canada
662
National Bank of Canada
Quebec, Canada
$2.87M
BOSSRA
663
B.O.S.S. Retirement Advisors
Utah
$2.87M
CPA
664
Capital Performance Advisors
California
$2.85M
BP
665
Ballentine Partners
Massachusetts
$2.84M
CWA
666
Clearview Wealth Advisors
Oregon
$2.84M
JIC
667
Joel Isaacson & Co
New York
$2.81M
CFD
668
Creative Financial Designs
Indiana
$2.79M
IB
669
Intrust Bank
Kansas
$2.74M
HSA
670
HBK Sorce Advisory
Pennsylvania
$2.74M
CWM
671
CCG Wealth Management
California
$2.73M
AA
672
Alesco Advisors
New York
$2.73M
AF
673
Alerus Financial
North Dakota
$2.72M
Citadel Advisors
674
Citadel Advisors
Florida
$2.68M
IFWM
675
Institute for Wealth Management
Colorado
$2.67M