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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 %
JJBC
1576
James J. Burns & Company
New York
$259K +$259K +2,351 New
MP
1577
McDonald Partners
Ohio
$259K -$110K -1,000 -30%
EIG
1578
Ellenbecker Investment Group
Wisconsin
$258K -$150K -1,365 -37%
GWS
1579
Greykasell Wealth Strategies
California
$258K
GP
1580
Geneva Partners
Wisconsin
$258K +$7.49K +68 +3%
ADL
1581
Asset Dedication LLC
California
$258K +$76.9K +698 +42%
NA
1582
Nordwand Advisors
Pennsylvania
$258K +$258K +2,340 New
OFS
1583
OneAscent Financial Services
Alabama
$256K +$256K +2,325 New
CMAI
1584
Capital Management Associates Inc
Minnesota
$256K -$255K -2,316 -50%
TPWM
1585
Twelve Points Wealth Management
Massachusetts
$255K
LFA
1586
Longview Financial Advisors
Alabama
$255K +$330 +3 +0.1%
FCM
1587
Fortis Capital Management
Washington
$254K -$150K -1,360 -37%
MC
1588
Mathes Company
New York
$253K
SI
1589
Seeds Investor
New York
$253K
DFC
1590
DB Fitzpatrick & Co
Idaho
$253K -$3.08K -28 -1%
VAMG
1591
Voisard Asset Management Group
Michigan
$252K
Chevy Chase Trust
1592
Chevy Chase Trust
Maryland
$252K +$3.19K +29 +1%
SWP
1593
Strategic Wealth Partners
Ohio
$250K +$250K +2,275 New
FFA
1594
Fragasso Financial Advisors
Pennsylvania
$250K -$2.75K -25 -1%
RCA
1595
Resonant Capital Advisors
Wisconsin
$250K +$110 +1 +0%
PP
1596
Patten & Patten
Tennessee
$248K -$44K -400 -15%
SC
1597
SouthState Corp
Florida
$247K +$4.63K +42 +2%
SFG
1598
SevenBridge Financial Group
Pennsylvania
$246K
BIP
1599
Blue Investment Partners
California
$245K
SWG
1600
Summit Wealth Group
Vermont
$245K