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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
FDW
1851
Fourth Dimension Wealth
Ohio
$11K
MHR
1852
Matthew Hamilton Rosenberg
$9.69K
MSWA
1853
Marshall & Sterling Wealth Advisors
New York
$9.5K
MBFW
1854
Morton Brown Family Wealth
Pennsylvania
$9.03K
FGC
1855
Financial Gravity Companies
Texas
$8.92K
GWM
1856
Grand Wealth Management
Michigan
$8.34K
FLFS
1857
Family Legacy Financial Solutions
North Carolina
$8.23K
HHGA
1858
Halbert Hargrove Global Advisors
California
$7.82K
MDA
1859
Minot DeBlois Advisors
Massachusetts
$7.16K
PAG
1860
Paladin Advisory Group
Iowa
$7.16K
WB
1861
Webster Bank
Connecticut
$5.39K
TC
1862
Trust Company
Kansas
$5.29K
HR
1863
Howe & Rusling
New York
$4.83K
NFSG
1864
Newbridge Financial Services Group
Florida
$4.4K
FS
1865
Financially Speaking
Colorado
$3.74K
DFA
1866
DHJJ Financial Advisors
Illinois
$3.08K
NC
1867
North Capital
Utah
$2.78K
HT
1868
Headlands Technologies
Illinois
$1.65K
IHWM
1869
Iron Horse Wealth Management
Iowa
$1.32K
AIM
1870
Arcadia Investment Management
Michigan
$1.1K
VNA
1871
Valley National Advisers
Pennsylvania
$1K
SWIM
1872
Smallwood Wealth Investment Management
New Jersey
$880
1NWS
1873
1 North Wealth Services
Maryland
$40
TC
1874
TownSquare Capital
Utah
YCG
1875
Yeomans Consulting Group
Georgia