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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
CWP
1776
Concord Wealth Partners
Virginia
$60.7K
VWA
1777
Valued Wealth Advisors
Utah
$59.3K
ATC
1778
Adirondack Trust Company
New York
$59.1K
CW
1779
Curio Wealth
Maryland
$57.1K
PSFG
1780
Park Square Financial Group
Georgia
$56.2K
TWD
1781
True Wealth Design
Ohio
$55.2K
OHWP
1782
Oak Harbor Wealth Partners
North Carolina
$54.7K
HWA
1783
HHM Wealth Advisors
Tennessee
$53K
KA
1784
Kozak & Associates
Colorado
$52.2K
AWM
1785
Avondale Wealth Management
Texas
$50.6K
BLC
1786
Brown, Lisle/Cummings
Rhode Island
$50.6K
PCA
1787
Providence Capital Advisors
North Carolina
$50.3K
CMBA
1788
C.M. Bidwell & Associates
Hawaii
$49.8K
CJH
1789
Christopher J. Hasenberg
Wisconsin
$49.8K
HIW
1790
Holos Integrated Wealth
Pennsylvania
$48.8K
PP
1791
PrairieView Partners
Minnesota
$48K
DJSG
1792
D.J. St. Germain
Massachusetts
$46.6K
MDCM
1793
Morgan Dempsey Capital Management
Wisconsin
$44K
HWM
1794
HighMark Wealth Management
Minnesota
$43.8K
AP
1795
Atwood & Palmer
Missouri
$43.6K
CFS
1796
Compass Financial Services
Iowa
$43K
FCG
1797
Financial Connections Group
California
$41K
BAM
1798
Bellevue Asset Management
Washington
$39.2K
BTD
1799
BankPlus Trust Department
Mississippi
$39.1K
OAJ
1800
Ogorek Anthony Joseph
New York
$39K