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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
JGIA
1101
Jackson Grant Investment Advisers
Connecticut
$788K
IRAG
1102
Investment Research & Advisory Group
Georgia
$786K
FFS
1103
Founders Financial Securities
Maryland
$786K
MBI
1104
May Barnhard Investments
Maryland
$783K
CSPIA
1105
Cary Street Partners Investment Advisory
Virginia
$783K
GC
1106
GatePass Capital
Ohio
$781K
SFWC
1107
Strategic Family Wealth Counselors
New Jersey
$781K
BHIA
1108
Birch Hill Investment Advisors
Massachusetts
$776K
PFA
1109
Pure Financial Advisors
California
$774K
HWA
1110
HCR Wealth Advisors
California
$774K
LWANC
1111
Laurel Wealth Advisors (North Carolina)
North Carolina
$770K
BSHC
1112
Breed's Hill Capital
Massachusetts
$769K
JSW
1113
Journey Strategic Wealth
New Jersey
$767K
AC
1114
Annandale Capital
Texas
$765K
HCM
1115
Harvey Capital Management
Florida
$760K
CWM
1116
Castle Wealth Management
Florida
$760K
GI
1117
GAMMA Investing
California
$758K
FWM
1118
FLP Wealth Management
Arkansas
$754K
PMG
1119
ProVise Management Group
Florida
$754K
GWA
1120
Geometric Wealth Advisors
District of Columbia
$752K
EPW
1121
Evergreen Private Wealth
Colorado
$752K
STCOSD
1122
Sageworth Trust Company of South Dakota
South Dakota
$749K
RF
1123
Rossby Financial
Florida
$749K
TWA
1124
Talisman Wealth Advisors
New Jersey
$746K
CA
1125
Claro Advisors
Massachusetts
$746K