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iShares S&P 500 Growth ETF

1,857 hedge funds and large institutions have $44.3B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 569 increasing their positions, 754 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 1,8101,857 (+47)

0.08% more ownership

Funds ownership: 73.56%73.64% (+0.08%)

25% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 754

Holders
1,857
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
195
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.7M
Puts
$9.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAL
276
W Advisors LLC
Tennessee
$13.2M
AWP
277
Avid Wealth Partners
Texas
$13.1M
WWA
278
WCG Wealth Advisors
Nevada
$13.1M
UBV
279
United Bank (Virginia)
Virginia
$13M
KOC
280
Koss-Olinger Consulting
Florida
$13M
CI
281
CX Institutional
Indiana
$12.9M
ACM
282
Ascent Capital Management
Oregon
$12.9M
BFIM
283
Beese Fulmer Investment Management
Ohio
$12.9M
FGWP
284
Founders Grove Wealth Partners
Virginia
$12.8M
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$12.7M
BHWM
286
Bay Harbor Wealth Management
Maryland
$12.6M
CA
287
Centerpoint Advisors
Massachusetts
$12.6M
SW
288
Simplicity Wealth
New Jersey
$12.5M
LSA
289
Lansing Street Advisors
Pennsylvania
$12.4M
MFA
290
Mayflower Financial Advisors
Massachusetts
$12.4M
LNWWM
291
Laird Norton Wetherby Wealth Management
California
$12.3M
SA
292
Sovran Advisors
California
$12.3M
MFG
293
Midwest Financial Group
Kansas
$12.2M
BZWA
294
Blue Zone Wealth Advisors
California
$12.1M
FFWA
295
Forthright Family Wealth Advisory
Texas
$12.1M
TCM
296
Traynor Capital Management
Pennsylvania
$12M
ATPW
297
Ashton Thomas Private Wealth
Arizona
$12M
YIA
298
YHB Investment Advisors
Connecticut
$11.9M
LKWM
299
Lee-Kelleher Wealth Management
Maryland
$11.8M
LFAS
300
Level Four Advisory Services
Texas
$11.8M