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iShares S&P 500 Growth ETF

1,855 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, 567 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: 1,8091,855 (+46)

0.06% more ownership

Funds ownership: 73.56%73.61% (+0.06%)

25% less repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 754

Holders
1,855
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
VA
76
Valmark Advisers
Ohio
$69.6M
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$68.2M
SCM
78
SCS Capital Management
Massachusetts
$66.3M
SWM
79
SilverOak Wealth Management
Minnesota
$64M
UFF
80
USA Financial Formulas
Michigan
$63.1M
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$61.7M
AF
82
Allworth Financial
California
$59.1M
APW
83
Austin Private Wealth
Texas
$58.6M
FDP
84
Financiere des Professionnels
Quebec, Canada
$57.3M
NSIM
85
North Star Investment Management
Illinois
$57M
IWC
86
Integrated Wealth Concepts
Massachusetts
$56.7M
PA
87
Probity Advisors
Texas
$55.8M
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$53.5M
PA
89
Parallel Advisors
California
$52.4M
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$52.4M
CW
91
CreativeOne Wealth
Kansas
$51.6M
WA
92
Waverly Advisors
Alabama
$49.7M
CL
93
Choreo LLC
Illinois
$49.1M
OIA
94
OneDigital Investment Advisors
Kansas
$48.8M
AI
95
Atria Investments
North Carolina
$48.2M
WWG
96
West Wealth Group
California
$47.9M
SPC
97
Sigma Planning Corp
Michigan
$47.1M
IWA
98
Icon Wealth Advisors
Texas
$46.6M
1IA
99
1834 Investment Advisors
Wisconsin
$45M
MPW
100
MA Private Wealth
California
$43.1M