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iShares S&P 500 Growth ETF

1,865 hedge funds and large institutions have $44.4B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 573 increasing their positions, 756 reducing their positions, and 79 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: 1,8161,865 (+49)

0.01% more ownership

Funds ownership: 73.57%73.57% (+0.01%)

24% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 756

Holders
1,865
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
197
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
LWA
426
Lifelong Wealth Advisors
Minnesota
$6.39M
LWP
427
Laurel Wealth Planning
Minnesota
$6.38M
MCCA
428
Mill Creek Capital Advisors
Pennsylvania
$6.27M
CWAG
429
Compton Wealth Advisory Group
Virginia
$6.23M
CWM
430
Centurion Wealth Management
Virginia
$6.21M
GWAM
431
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.19M
NCM
432
Narwhal Capital Management
Georgia
$6.17M
TFA
433
Tobias Financial Advisors
Florida
$6.13M
KV
434
Kickstand Ventures
New York
$6.11M
PFS
435
Prospera Financial Services
Texas
$6.08M
EWM
436
Evercore Wealth Management
New York
$6.06M
RFA
437
Rollins Financial Advisors
New York
$6.05M
VCP
438
Verus Capital Partners
Arizona
$6.03M
DBIA
439
Dumont & Blake Investment Advisors
New Jersey
$6.01M
MCA
440
MSH Capital Advisors
Arizona
$6.01M
CWM
441
Congress Wealth Management
Massachusetts
$6.01M
NFC
442
Northeast Financial Consultants
Connecticut
$5.98M
LF
443
Lantz Financial
Illinois
$5.96M
TCG
444
Transcendent Capital Group
Oklahoma
$5.93M
IP
445
Investment Partners
Ohio
$5.92M
FRA
446
FFG Retirement Advisors
Colorado
$5.91M
BJL
447
Brighton Jones LLC
Washington
$5.89M
RSF
448
Rik Saylor Financial
Ohio
$5.83M
UBG
449
United Bank (Georgia)
Georgia
$5.74M
VT
450
Vise Technologies
New York
$5.72M