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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
BW
601
Blalock Williams
Alabama
$3.23M
LIA
602
LifePlan Investment Advisors
North Carolina
$3.22M
KBFS
603
Kohmann Bosshard Financial Services
Ohio
$3.21M
EFS
604
Essex Financial Services
Connecticut
$3.21M
BWM
605
Baron Wealth Management
Michigan
$3.17M
ICP
606
Interchange Capital Partners
Pennsylvania
$3.15M
MWM
607
Mattern Wealth Management
Kansas
$3.15M
JFG
608
JMG Financial Group
Illinois
$3.08M
SPC
609
Spirepoint Private Client
Florida
$3.08M
RhumbLine Advisers
610
RhumbLine Advisers
Massachusetts
$3.07M
VWM
611
Venturi Wealth Management
Texas
$3.05M
C
612
Croban
Ohio
$3.04M
OSAM
613
O'Shaughnessy Asset Management
Connecticut
$3.04M
PPC
614
Park Place Capital
Alabama
$3.03M
AB
615
Atlas Brown
Kentucky
$3.03M
WWC
616
Waypoint Wealth Counsel
Georgia
$3.02M
BFO
617
Boston Family Office
Massachusetts
$3.02M
ANTB
618
AMG National Trust Bank
Colorado
$3.01M
PCH
619
PGIM Custom Harvest
New Jersey
$3M
CB
620
Cadence Bank
Mississippi
$2.99M
RPC
621
Rossmore Private Capital
Connecticut
$2.99M
AWM
622
Alterna Wealth Management
Texas
$2.98M
NW
623
NewEdge Wealth
Pennsylvania
$2.97M
PWAM
624
Private Wealth Asset Management
Iowa
$2.95M
BCG
625
Breakwater Capital Group
New Jersey
$2.94M