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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
POIA
1776
Pin Oak Investment Advisors
Texas
$70K
Lazard Asset Management
1777
Lazard Asset Management
New York
$70K
IBOK
1778
Independence Bank of Kentucky
Kentucky
$68.8K
CICI
1779
Capital Investment Counsel Inc
North Carolina
$67.4K
SC
1780
Sawyer & Company
Massachusetts
$66K
RF
1781
Roxbury Financial
New Jersey
$63.8K
CCM
1782
Chilton Capital Management
Texas
$63.4K
BIG
1783
Brooklyn Investment Group
New York
$62.4K
NRG
1784
Nemes Rush Group
Michigan
$61.2K
WIM
1785
Westside Investment Management
California
$61.1K
CWP
1786
Concord Wealth Partners
Virginia
$60.7K
VWA
1787
Valued Wealth Advisors
Utah
$59.3K
ATC
1788
Adirondack Trust Company
New York
$59.1K
CW
1789
Curio Wealth
Maryland
$57.1K
PSFG
1790
Park Square Financial Group
Georgia
$56.2K
TWD
1791
True Wealth Design
Ohio
$55.2K
OHWP
1792
Oak Harbor Wealth Partners
North Carolina
$54.7K
HWA
1793
HHM Wealth Advisors
Tennessee
$53K
KA
1794
Kozak & Associates
Colorado
$52.2K
BLC
1795
Brown, Lisle/Cummings
Rhode Island
$50.6K
AWM
1796
Avondale Wealth Management
Texas
$50.6K
PCA
1797
Providence Capital Advisors
North Carolina
$50.3K
CMBA
1798
C.M. Bidwell & Associates
Hawaii
$49.8K
CJH
1799
Christopher J. Hasenberg
Wisconsin
$49.8K
HIW
1800
Holos Integrated Wealth
Pennsylvania
$48.8K