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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
PS
301
Planned Solutions
California
$11.7M
PWM
302
Perigon Wealth Management
California
$11.6M
FAN
303
Financial Advisors Network
California
$11.5M
GCA
304
Gallagher Capital Advisors
Texas
$11.4M
QCM
305
Quantinno Capital Management
New York
$11.4M
SWMP
306
Signature Wealth Management Partners
New Jersey
$11.2M
FFBTD
307
First Financial Bank - Trust Division
Ohio
$11.2M
HW
308
Hancock Whitney
Mississippi
$11.1M
HFW
309
Horizon Family Wealth
Illinois
$11.1M
TFCP
310
Twin Focus Capital Partners
Massachusetts
$11M
HCM
311
Howard Capital Management
Georgia
$11M
PFG
312
Pacific Financial Group
Washington
$11M
PBO
313
Peoples Bank (Ohio)
Ohio
$10.8M
PCA
314
Pallas Capital Advisors
Massachusetts
$10.8M
EFG
315
Ehrlich Financial Group
California
$10.7M
GWM
316
Geneos Wealth Management
Colorado
$10.7M
KFP
317
KMG Fiduciary Partners
Ohio
$10.7M
ABC
318
Associated Banc-Corp
Wisconsin
$10.7M
EWM
319
EPG Wealth Management
Georgia
$10.7M
TWM
320
TSA Wealth Management
Texas
$10.6M
AllianceBernstein
321
AllianceBernstein
Tennessee
$10.6M
BWM
322
BKM Wealth Management
Wisconsin
$10.6M
NBWM
323
North Berkeley Wealth Management
California
$10.5M
BFM
324
Broadview Financial Management
Wisconsin
$10.5M
FP
325
Financial Perspectives
Minnesota
$10.4M