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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 %
VFS
1126
Valpey Financial Services
New Hampshire
$724K +$724K +6,579 New
OWMIAS
1127
One Wealth Management Investment & Advisory Services
Florida
$722K -$6.28K -57 -0.9%
4WM
1128
49 Wealth Management
Texas
$721K -$42.1K -382 -6%
PNC
1129
Park National Corp
Ohio
$720K
WIC
1130
Woodmont Investment Counsel
Tennessee
$720K +$142K +1,287 +25%
DCM
1131
Dimension Capital Management
Florida
$715K
PL
1132
Plancorp LLC
Missouri
$714K
HHWM
1133
Hiley Hunt Wealth Management
Nebraska
$713K +$1.43K +13 +0.2%
SMA
1134
Seven Mile Advisory
New Jersey
$712K
RSA
1135
River Street Advisors
Illinois
$710K +$158K +1,433 +29%
ICMM
1136
Integrated Capital Management (Michigan)
Michigan
$710K -$55.7K -494 -7%
GJWM
1137
Gilliland Jeter Wealth Management
Arkansas
$710K +$21.1K +192 +3%
WCP
1138
Wick Capital Partners
Pennsylvania
$708K +$450K +11,253 +175%
IPW
1139
Intergy Private Wealth
Colorado
$705K -$45.3K -411 -6%
TA
1140
TFB Advisors
Kansas
$705K -$35.9K -326 -5%
SWM
1141
SeaCrest Wealth Management
New York
$701K -$154K -1,399 -18%
FHA
1142
Flagship Harbor Advisors
Massachusetts
$700K +$49.7K +451 +8%
WJWM
1143
Williams Jones Wealth Management
New York
$698K
GIA
1144
Guyasuta Investment Advisors
Pennsylvania
$696K
ACA
1145
Affinity Capital Advisors
California
$696K -$283K -2,567 -29%
EFG
1146
Everhart Financial Group
Ohio
$694K -$24.2K -220 -3%
WA1
1147
Wimmer Associates 1
California
$694K
QP
1148
Quartz Partners
New York
$692K +$110K +1,002 +19%
SW
1149
SkyOak Wealth
Michigan
$691K -$17.9K -163 -3%
MWA
1150
Monograph Wealth Advisors
California
$689K