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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
MFC
501
Morris Financial Concepts
South Carolina
$4.67M
MWM
502
Mission Wealth Management
California
$4.5M
DWT
503
Dorsey & Whitney Trust
South Dakota
$4.5M
GT
504
Glenview Trust
Kentucky
$4.46M
KFA
505
Kapstone Financial Advisors
Ohio
$4.46M
FPAS
506
Focus Partners Advisor Solutions
Missouri
$4.45M
SI
507
Stephens Inc
Arkansas
$4.32M
OFG
508
Oxford Financial Group
Indiana
$4.31M
MG
509
Mather Group
Illinois
$4.3M
FWA
510
Flagship Wealth Advisors
Massachusetts
$4.29M
FA
511
Faithward Advisors
Pennsylvania
$4.28M
ST
512
Smithfield Trust
Pennsylvania
$4.27M
NFG
513
Nations Financial Group
Iowa
$4.27M
PAG
514
Private Advisory Group
Washington
$4.25M
AWE
515
Avidian Wealth Enterprises
Texas
$4.24M
DWP
516
Daymark Wealth Partners
Ohio
$4.24M
TCA
517
Transcend Capital Advisors
New Jersey
$4.16M
HT
518
Heritage Trust
Oklahoma
$4.16M
MAV
519
Mason & Associates (Virginia)
Virginia
$4.15M
Renaissance Technologies
520
Renaissance Technologies
New York
$4.15M
SC
521
Sierra Capital
Florida
$4.13M
EB
522
Eastern Bank
Massachusetts
$4.11M
JSL
523
JT Stratford LLC
Georgia
$4.1M
GPW
524
Gray Private Wealth
Massachusetts
$4.04M
FWA
525
FSC Wealth Advisors
New York
$4.04M