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iShares S&P 500 Growth ETF

1,857 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, 569 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: 1,8101,857 (+47)

0.08% more ownership

Funds ownership: 73.56%73.64% (+0.08%)

25% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 754

Holders
1,857
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
BMM
1726
Berkshire Money Management
Massachusetts
$129K
CT
1727
Clearstead Trust
Maine
$129K
WWM
1728
Wolff Wiese Magana
California
$128K
BFP
1729
Briaud Financial Planning
Texas
$126K
TFG
1730
Team Financial Group
California
$124K
RIA
1731
Realta Investment Advisors
Delaware
$124K
WTFG
1732
Wood Tarver Financial Group
Idaho
$121K
MAS
1733
MPWM Advisory Solutions
Georgia
$120K
PA
1734
Pineridge Advisors
Missouri
$120K
WBC
1735
West Branch Capital
Massachusetts
$119K
MIA
1736
Milestone Investment Advisors
Wisconsin
$118K
PCM
1737
Perritt Capital Management
Illinois
$117K
BCCM
1738
Black Cypress Capital Management
Florida
$117K
BC
1739
Bulwark Capital
Florida
$115K
HC
1740
Hoese & Co
Minnesota
$114K
IAS
1741
IMA Advisory Services
Colorado
$114K
RFA
1742
Register Financial Advisors
Georgia
$114K
AIM
1743
Anchor Investment Management
South Carolina
$111K
JFG
1744
JDM Financial Group
Texas
$110K
PAI
1745
Pittenger & Anderson Inc
Nebraska
$106K
MPWT
1746
MassMutual Private Wealth & Trust
Connecticut
$106K
M
1747
MOTCO
Texas
$105K
TAM
1748
Townsend Asset Management
North Carolina
$105K
MMCM
1749
Murphy & Mullick Capital Management
New York
$101K
BL
1750
Balentine LLC
Georgia
$96.2K