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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 %
HWA
1776
HHM Wealth Advisors
Tennessee
$53K
KA
1777
Kozak & Associates
Colorado
$52.2K +$111 +1 +0.2%
BLC
1778
Brown, Lisle/Cummings
Rhode Island
$50.6K
AWM
1779
Avondale Wealth Management
Texas
$50.6K
PCA
1780
Providence Capital Advisors
North Carolina
$50.3K +$50.3K +457 New
CJH
1781
Christopher J. Hasenberg
Wisconsin
$49.8K
CMBA
1782
C.M. Bidwell & Associates
Hawaii
$49.8K
HIW
1783
Holos Integrated Wealth
Pennsylvania
$48.8K -$61K -532 -56%
PP
1784
PrairieView Partners
Minnesota
$48K
DJSG
1785
D.J. St. Germain
Massachusetts
$46.6K +$40.4K +367 +655%
MDCM
1786
Morgan Dempsey Capital Management
Wisconsin
$44K +$44K +400 New
HWM
1787
HighMark Wealth Management
Minnesota
$43.8K +$4.62K +42 +12%
AP
1788
Atwood & Palmer
Missouri
$43.6K
CFS
1789
Compass Financial Services
Iowa
$43K +$110 +1 +0.3%
FCG
1790
Financial Connections Group
California
$41K
BAM
1791
Bellevue Asset Management
Washington
$39.2K -$5.96K -54 -13%
BTD
1792
BankPlus Trust Department
Mississippi
$39.1K
OAJ
1793
Ogorek Anthony Joseph
New York
$39K
PP
1794
PFS Partners
New Jersey
$37.1K -$13.3K -121 -26%
RIM
1795
Ryan Investment Management
Colorado
$36.4K +$36.4K +331 New
CWM
1796
Copia Wealth Management
Oregon
$33K
GG
1797
Gleason Group
Kentucky
$32.7K
GA
1798
GoalVest Advisory
New York
$32.1K
MFC
1799
Mechanics Financial Corp
Ohio
$31.9K
FAM
1800
Flaharty Asset Management
Florida
$31.3K