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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
OAM
1026
Oppenheimer Asset Management
New York
$966K
PWS
1027
Proactive Wealth Strategies
Georgia
$964K
WPW
1028
Watershed Private Wealth
Illinois
$963K
AWM
1029
Atticus Wealth Management
Florida
$962K
BW
1030
Balance Wealth
Ohio
$960K
PP
1031
Prudential plc
United Kingdom
$958K
FWCM
1032
Ferguson Wellman Capital Management
Oregon
$946K
CFS
1033
CRA Financial Services
New Jersey
$934K
MWAM
1034
Manhattan West Asset Management
California
$933K
4WM
1035
4J Wealth Management
Virginia
$932K
FDCP
1036
Foster Dykema Cabot & Partners
Massachusetts
$931K
FI
1037
FWG Investments
Kentucky
$930K
CFP
1038
Catalyst Financial Partners
Massachusetts
$930K
GF
1039
Gries Financial
Ohio
$930K
GD
1040
Grandfield & Dodd
New York
$928K
OPA
1041
Old Port Advisors
Maine
$927K
SIC
1042
Sigma Investment Counselors
Michigan
$926K
FDCDDQ
1043
Federation des caisses Desjardins du Quebec
Quebec, Canada
$922K
EFG
1044
Embree Financial Group
Illinois
$920K
TFO
1045
Tarbox Family Office
California
$916K
ACIM
1046
Azimuth Capital Investment Management
Michigan
$914K
DW
1047
Durante & Waters
New York
$914K
QFW
1048
QTR Family Wealth
Florida
$911K
MCWS
1049
McKinley Carter Wealth Services
West Virginia
$910K
BPWM
1050
Badgley Phelps Wealth Managers
Washington
$903K