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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
HCM
701
Hicks Capital Management
Ohio
$2.23M
PFG
702
Pinnacle Financial Group
Illinois
$2.22M
HCP
703
Holt Capital Partners
Texas
$2.22M
BWP
704
Bernardo Wealth Planning
Pennsylvania
$2.22M
TFGT
705
TS Financial Group (TSFG)
Illinois
$2.2M
NWA
706
Navis Wealth Advisors
New York
$2.18M
MWM
707
Marietta Wealth Management
Georgia
$2.17M
KFAA
708
Klaas Financial Asset Advisors
Illinois
$2.17M
APC
709
Aspire Private Capital
North Carolina
$2.17M
OAS
710
Optivise Advisory Services
Tennessee
$2.17M
BFA
711
Beacon Financial Advisory
Ohio
$2.16M
EWA
712
Emergent Wealth Advisors
New York
$2.16M
FCH
713
Freestone Capital Holdings
Washington
$2.15M
CFO
714
Custos Family Office
Texas
$2.14M
WT
715
Whittier Trust
California
$2.14M
AIS
716
American Investment Services
Massachusetts
$2.1M
HFS
717
Heritage Financial Services
Massachusetts
$2.1M
LL
718
LPWM LLC
Minnesota
$2.1M
CRC
719
Curi RMB Capital
Illinois
$2.1M
TI
720
Truepoint Inc
Ohio
$2.08M
HP
721
Holistic Planning
Texas
$2.08M
HIS
722
Harvest Investment Services
Illinois
$2.07M
AWA
723
Alta Wealth Advisors
Massachusetts
$2.06M
WH
724
Whitcomb & Hess
Ohio
$2.06M
EPP
725
ETF Portfolio Partners
Kansas
$2.05M