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iShares S&P 500 Growth ETF

1,844 hedge funds and large institutions have $44.2B 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, 751 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,844
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
24.72%
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
751
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 %
IWP
1751
IAG Wealth Partners
Wisconsin
$83K
AP
1752
Aspect Partners
Virginia
$79.3K
FMTCOCP
1753
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K +$77K +695 New
AIC
1754
Archer Investment Corporation
Indiana
$75K
GBA
1755
Garrison Bradford & Associates
New York
$74.5K
RP
1756
Rice Partnership
Hawaii
$73.5K
VWWMG
1757
Vermillion & White Wealth Management Group
Pennsylvania
$70.7K
POIA
1758
Pin Oak Investment Advisors
Texas
$70K -$3.67K -40 -5%
Lazard Asset Management
1759
Lazard Asset Management
New York
$70K
IBOK
1760
Independence Bank of Kentucky
Kentucky
$68.8K +$8.26K +75 +14%
CICI
1761
Capital Investment Counsel Inc
North Carolina
$67.4K
SC
1762
Sawyer & Company
Massachusetts
$66K
RF
1763
Roxbury Financial
New Jersey
$63.8K +$3.75K +34 +6%
CCM
1764
Chilton Capital Management
Texas
$63.4K
BIG
1765
Brooklyn Investment Group
New York
$62.4K +$45.5K +413 +268%
NRG
1766
Nemes Rush Group
Michigan
$61.2K +$8.15K +74 +15%
WIM
1767
Westside Investment Management
California
$61.1K
CWP
1768
Concord Wealth Partners
Virginia
$60.7K
VWA
1769
Valued Wealth Advisors
Utah
$59.3K -$271K -2,464 -82%
ATC
1770
Adirondack Trust Company
New York
$59.1K
CW
1771
Curio Wealth
Maryland
$57.1K +$57K +518 +51,800%
PSFG
1772
Park Square Financial Group
Georgia
$56.2K
TWD
1773
True Wealth Design
Ohio
$55.2K
OHWP
1774
Oak Harbor Wealth Partners
North Carolina
$54.7K +$5.73K +52 +12%
HWA
1775
HHM Wealth Advisors
Tennessee
$53K