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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
CAL
151
Capital Analysts LLC
Pennsylvania
$28.5M
FHC
152
First Heartland Consultants
Missouri
$28.4M
HGWM
153
Horst & Graben Wealth Management
Oregon
$28.1M
SFA
154
Sequoia Financial Advisors
Ohio
$28.1M
HFA
155
High Falls Advisors
New York
$27.8M
Financial Engines Advisors
156
Financial Engines Advisors
California
$27.7M
LWM
157
Liberty Wealth Management
California
$27.6M
SWP
158
ShoreHaven Wealth Partners
New Jersey
$27.6M
SAF
159
Smith Anglin Financial
Texas
$27.4M
Natixis Advisors
160
Natixis Advisors
Massachusetts
$27.4M
DSA
161
Droms Strauss Advisors
Missouri
$27.3M
GL
162
Graypoint LLC
New York
$27M
KL
163
KWMG LLC
Kansas
$27M
B
164
Barings
North Carolina
$26.9M
SFS
165
Security Financial Services
Indiana
$26.9M
AWMG
166
ADG Wealth Management Group
Louisiana
$26.8M
HSBC Holdings
167
HSBC Holdings
United Kingdom
$26.6M
GRP
168
Global Retirement Partners
California
$26.6M
IA
169
IFP Advisors
Florida
$26.5M
AWM
170
Apollon Wealth Management
South Carolina
$26.2M
CAG
171
Csenge Advisory Group
Florida
$25.9M
MC
172
McMorgan & Co
California
$25.8M
DA
173
Detalus Advisors
Missouri
$25.6M
MFG
174
Merit Financial Group
Georgia
$25.4M
SFI
175
SPC Financial Inc
Maryland
$25.2M