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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
SA
1726
Stewardship Advisors
Pennsylvania
$211K
IWM
1727
Inlight Wealth Management
Georgia
$211K
LI
1728
LifeWealth Investments
Florida
$210K
OC
1729
Optima Capital
Oregon
$210K
OPPS
1730
Obsidian Personal Planning Solutions
Maryland
$209K
SPWM
1731
Straight Path Wealth Management
Michigan
$209K
PWM
1732
Prosperity Wealth Management
California
$208K
NWM
1733
Nova Wealth Management
Florida
$208K
WFL
1734
Wealth Forward LLC
North Dakota
$208K
ZIM
1735
Zacks Investment Management
Illinois
$207K
MA
1736
Maxele Advisors
Missouri
$207K
LW
1737
Linscomb Wealth
Texas
$207K
HWM
1738
HRC Wealth Management
Idaho
$207K
SAS
1739
SMI Advisory Services
Indiana
$207K
SWA
1740
Strata Wealth Advisors
Texas
$206K
WDG
1741
Wealth Dimensions Group
Ohio
$203K
GA
1742
Greenspring Advisors
Maryland
$203K
CWP
1743
Cyndeo Wealth Partners
Florida
$202K
WFP
1744
Wrenne Financial Planning
Kentucky
$202K
M
1745
MATAURO
New York
$201K
BHWM
1746
Beaird Harris Wealth Management
Texas
$201K
ADL
1747
Asset Dedication LLC
California
$198K
EWM
1748
Evermay Wealth Management
Virginia
$197K
GWSG
1749
GPS Wealth Strategies Group
Colorado
$195K
APW
1750
Atlantic Private Wealth
North Carolina
$192K