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iShares S&P 500 Growth ETF

1,845 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 150 funds opening new positions, 562 increasing their positions, 752 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+40
Holders Change %
+2.22%
% of All Funds
24.73%
Holding in Top 10
194
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.74%
% of All Funds
2.6%
New
150
Increased
562
Reduced
752
Closed
78
Calls
$26.7M
Puts
$9.89M
Net Calls
+$16.8M
Net Calls Change
+$9.92M
Name Holding Trade Value Shares
Change
Shares
Change %
SKK
1051
Shepherd Kaplan Krochuk
Massachusetts
$874K -$1.21K -11 -0.1%
FCP
1052
Fidelis Capital Partners
Florida
$873K
FPGK
1053
Financial Partners Group (Kansas)
Kansas
$870K +$220 +2 +0%
BONH
1054
Bank of New Hampshire
New Hampshire
$866K
CIA
1055
Capital Investment Advisors
Georgia
$865K +$160K +1,451 +23%
BFS
1056
Bare Financial Services
Pennsylvania
$863K
MWP
1057
Madison Wealth Partners
Wisconsin
$855K +$440 +4 +0.1%
ST
1058
Sageworth Trust
Pennsylvania
$855K
TCWM
1059
Total Clarity Wealth Management
Illinois
$855K -$18.7K -170 -2%
WCG
1060
Weaver Consulting Group
California
$854K -$28.2K -256 -3%
SWA
1061
SOA Wealth Advisors
New York
$849K -$144K -1,312 -15%
WF
1062
Welch & Forbes
Massachusetts
$847K
NCM
1063
NCM Capital Management
New Jersey
$844K +$49.1K +445 +6%
CGPCS
1064
Capital Group Private Client Services
California
$843K +$991 +9 +0.1%
W
1065
Wealthquest
Ohio
$842K +$293K +2,658 +53%
MCM
1066
Mainstream Capital Management
California
$840K -$1.1K -10 -0.1%
HIP
1067
HUB Investment Partners
Texas
$839K -$66.8K -607 -7%
SJGA
1068
Stephen J. Garry & Associates
New York
$838K
CB
1069
Community Bank
New York
$838K -$33.4K -303 -4%
HA
1070
Herold Advisors
New York
$835K -$103K -935 -11%
MC
1071
Middleton & Co
Massachusetts
$834K -$2.75K -25 -0.3%
T
1072
Tidemark
California
$833K -$27.7K -252 -3%
ET
1073
Equitable Trust
Tennessee
$833K +$236K +2,140 +39%
NB
1074
NBT Bank
New York
$830K -$80.4K -730 -9%
WAM
1075
Wallington Asset Management
Indiana
$829K