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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
AWP
651
Axis Wealth Partners
Rhode Island
$3.04M
PP
652
Prosperity Planning
Missouri
$3.04M
FWM
653
Fonville Wealth Management
Virginia
$3.02M
EWM
654
Empirical Wealth Management
Washington
$3.02M
FAIM
655
Financial Advocates Investment Management
Washington
$3.02M
CAC
656
Certified Advisory Corp
Florida
$3.01M
DWA
657
Dorsey Wright & Associates
California
$3M
LTI
658
Laffer Tengler Investments
Tennessee
$3M
MWS
659
MFA Wealth Services
California
$3M
Vanguard Group
660
Vanguard Group
Pennsylvania
$2.98M
PPC
661
Park Place Capital
Alabama
$2.96M
NB
662
Northwest Bancshares
Pennsylvania
$2.95M
HCM
663
Hudson Capital Management
New Jersey
$2.95M
KWA
664
Kingswood Wealth Advisors
California
$2.94M
O3W
665
Omni 360 Wealth
New Jersey
$2.94M
PWM
666
Power Wealth Management
Georgia
$2.93M
TA
667
Tactive Advisors
Florida
$2.92M
D
668
Dentgroup
Louisiana
$2.88M
National Bank of Canada
669
National Bank of Canada
Quebec, Canada
$2.87M
BOSSRA
670
B.O.S.S. Retirement Advisors
Utah
$2.87M
CPA
671
Capital Performance Advisors
California
$2.85M
BP
672
Ballentine Partners
Massachusetts
$2.84M
CWA
673
Clearview Wealth Advisors
Oregon
$2.84M
JIC
674
Joel Isaacson & Co
New York
$2.81M
CFD
675
Creative Financial Designs
Indiana
$2.79M