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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 %
GA
1226
Goldstein Advisors
Wisconsin
$568K -$881 -8 -0.2%
GWA
1227
Genesis Wealth Advisors
Massachusetts
$568K +$46K +418 +9%
PL
1228
Parthenon LLC
Kentucky
$565K
SEM
1229
Strategic Equity Management
Arizona
$565K -$12.9M -117,092 -96%
OLVIG
1230
Oliver Lagore Vanvalin Investment Group
Michigan
$563K +$563K +6,061 New
VCA
1231
Verdence Capital Advisors
Maryland
$560K -$11.8K -107 -2%
AWM
1232
Accurate Wealth Management
Florida
$560K -$74.5K -671 -12%
EWM
1233
Evolution Wealth Management
Florida
$559K +$559K +5,073 New
FRA
1234
Front Row Advisors
California
$558K
V
1235
VeraBank
Texas
$557K +$557K +5,059 New
FM
1236
Family Management
New York
$556K +$33.5K +304 +6%
ONST
1237
Old North State Trust
North Carolina
$556K +$114K +1,035 +26%
WCM
1238
WealthBridge Capital Management
Ohio
$554K
G
1239
GenTrust
Florida
$551K
VC
1240
Vicus Capital
Pennsylvania
$550K +$440 +4 +0.1%
OCM
1241
One Capital Management
California
$549K +$188K +1,710 +52%
SF
1242
Seros Financial
Arizona
$545K +$220 +2 +0%
FB
1243
Fulton Bank
Pennsylvania
$545K +$12.8K +116 +2%
UAG
1244
United Advisor Group
Ohio
$545K +$58K +527 +12%
LGWM
1245
Litman Gregory Wealth Management
California
$544K
FWI
1246
Facet Wealth Inc
Maryland
$543K +$68.3K +600 +14%
MNA
1247
Manning & Napier Advisors
New York
$541K +$541K +4,916 New
FC
1248
Fusion Capital
South Carolina
$541K -$661 -6 -0.1%
GI
1249
GLOBALT Investments
Georgia
$540K
S
1250
Sachetta
Massachusetts
$539K -$15.4K -140 -3%