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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
OPWM
1226
Oakwell Private Wealth Management
Texas
$633K
KCM
1227
KRS Capital Management
Michigan
$630K
BBPWM
1228
Blue Bell Private Wealth Management
Pennsylvania
$629K
EIA
1229
Eldridge Investment Advisors
New Hampshire
$628K
UCB
1230
United Community Bank
South Carolina
$627K
CAG
1231
Curtis Advisory Group
California
$625K
OWA
1232
Oak Wealth Advisors
Illinois
$624K
EWM
1233
Evolution Wealth Management
Florida
$624K
UAG
1234
United Advisor Group
Ohio
$623K
PCI
1235
Planning Center Inc
Illinois
$620K
PL
1236
Parthenon LLC
Kentucky
$620K
NRC
1237
New Republic Capital
North Carolina
$618K
SWM
1238
Segment Wealth Management
Texas
$615K
VCA
1239
Verdence Capital Advisors
Maryland
$615K
LAM
1240
Lifestyle Asset Management
Texas
$614K
AWM
1241
Accurate Wealth Management
Florida
$613K
FRA
1242
Front Row Advisors
California
$612K
GWA
1243
Genesis Wealth Advisors
Massachusetts
$611K
V
1244
VeraBank
Texas
$611K
FM
1245
Family Management
New York
$610K
EW
1246
Enzi Wealth
Texas
$610K
WCM
1247
WealthBridge Capital Management
Ohio
$608K
FC
1248
Fusion Capital
South Carolina
$608K
RMAM
1249
Raab & Moskowitz Asset Management
New Jersey
$604K
G
1250
GenTrust
Florida
$604K