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iShares S&P 500 Growth ETF

1,869 hedge funds and large institutions have $44.5B 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, 758 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: 1,8201,869 (+49)

0.01% more ownership

Funds ownership: 73.83%73.84% (+0.01%)

24% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 758

Holders
1,869
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
CFA
151
Cahill Financial Advisors
Minnesota
$28.6M
CAL
152
Capital Analysts LLC
Pennsylvania
$28.5M
FHC
153
First Heartland Consultants
Missouri
$28.4M
HGWM
154
Horst & Graben Wealth Management
Oregon
$28.1M
SFA
155
Sequoia Financial Advisors
Ohio
$28.1M
HFA
156
High Falls Advisors
New York
$27.8M
Financial Engines Advisors
157
Financial Engines Advisors
California
$27.7M
LWM
158
Liberty Wealth Management
California
$27.6M
SWP
159
ShoreHaven Wealth Partners
New Jersey
$27.6M
SAF
160
Smith Anglin Financial
Texas
$27.4M
Natixis Advisors
161
Natixis Advisors
Massachusetts
$27.4M
DSA
162
Droms Strauss Advisors
Missouri
$27.3M
GL
163
Graypoint LLC
New York
$27M
KL
164
KWMG LLC
Kansas
$27M
B
165
Barings
North Carolina
$26.9M
SFS
166
Security Financial Services
Indiana
$26.9M
AWMG
167
ADG Wealth Management Group
Louisiana
$26.8M
HSBC Holdings
168
HSBC Holdings
United Kingdom
$26.6M
GRP
169
Global Retirement Partners
California
$26.6M
IA
170
IFP Advisors
Florida
$26.5M
AWM
171
Apollon Wealth Management
South Carolina
$26.2M
CAG
172
Csenge Advisory Group
Florida
$25.9M
MC
173
McMorgan & Co
California
$25.8M
DA
174
Detalus Advisors
Missouri
$25.6M
MFG
175
Merit Financial Group
Georgia
$25.4M