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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
JWM
1301
JFG Wealth Management
Colorado
$498K
BFA
1302
Beaumont Financial Advisors
Massachusetts
$497K
AAS
1303
Annex Advisory Services
Wisconsin
$495K
MAM
1304
MWA Asset Management
Massachusetts
$495K
WPA
1305
Wealth Preservation Advisors
Tennessee
$495K
CCM
1306
Condor Capital Management
New Jersey
$494K
TC
1307
Trilogy Capital
California
$493K
NWA
1308
New World Advisors
Massachusetts
$493K
CCMG
1309
Clark Capital Management Group
Pennsylvania
$492K
Kayne Anderson Rudnick Investment Management
1310
Kayne Anderson Rudnick Investment Management
California
$491K
FSWA
1311
Financial Synergies Wealth Advisors
Texas
$490K
SSW
1312
Stone Summit Wealth
Florida
$490K
MSFS
1313
Main Street Financial Solutions
Pennsylvania
$490K
CIA
1314
Cape Investment Advisory
Georgia
$489K
FPCP
1315
Fort Point Capital Partners
California
$489K
T
1316
TrueFG
Texas
$488K
MFG
1317
MidWestOne Financial Group
Iowa
$488K
BWM
1318
Brown Wealth Management
Illinois
$486K
NDSI
1319
Newman Dignan & Sheerar Inc
Rhode Island
$484K
VCM
1320
Versant Capital Management
Arizona
$483K
BWM
1321
BCS Wealth Management
Tennessee
$483K
AFGAS
1322
Allegiance Financial Group Advisory Services
Virginia
$483K
RZH
1323
Relyea Zuckerberg Hanson
Connecticut
$481K
TWP
1324
TFO Wealth Partners
Ohio
$481K
CCM
1325
Canal Capital Management
Virginia
$477K