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iShares S&P 500 Growth ETF

1,810 hedge funds and large institutions have $38.1B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 654 increasing their positions, 700 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% less funds holding

Funds holding: 1,8511,810 (-41)

11% less funds holding in top 10

Funds holding in top 10: 211187 (-24)

16% less capital invested

Capital invested by funds: $45.1B → $38.1B (-$7.01B)

Holders
1,810
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
187
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.5M
Puts
$11.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
226
Ironwood Financial
Arizona
$15.9M
ISWM
227
Independent Solutions Wealth Management
New York
$15.8M
SAM
228
Silvercrest Asset Management
New York
$15.8M
MWM
229
McNaughton Wealth Management
California
$15.4M
MAFA
230
MJT & Associates Financial Advisory
Minnesota
$15.4M
APP
231
Avantax Planning Partners
Iowa
$15.3M
MWP
232
Meridian Wealth Partners
Pennsylvania
$15.3M
SCA
233
Snowden Capital Advisors
New York
$15.3M
PCG
234
Prosperity Consulting Group
Maryland
$15.3M
LNWTC
235
Laird Norton Wetherby Trust Company
Washington
$15.3M
RA
236
Rodgers & Associates
Pennsylvania
$15.3M
MFIM
237
Mesirow Financial Investment Management
Illinois
$15.2M
HSBC Holdings
238
HSBC Holdings
United Kingdom
$15.2M
WP
239
WealthShield Partners
North Carolina
$14.9M
CIA
240
Concurrent Investment Advisors
Florida
$14.8M
KG
241
Kilter Group
New York
$14.8M
Legacy Financial Group (Iowa)
242
Legacy Financial Group (Iowa)
Iowa
$14.7M
DIP
243
DT Investment Partners
Pennsylvania
$14.5M
JIC
244
Johnson Investment Counsel
Ohio
$14.4M
CAL
245
Capital Advisors Ltd
Ohio
$14.4M
AIM
246
Acropolis Investment Management
Missouri
$14.4M
SFP
247
Sterling Financial Planning
New Jersey
$14.3M
TPI
248
Trust Point Inc
Wisconsin
$14.1M
JWA
249
JFS Wealth Advisors
Pennsylvania
$14.1M
KWM
250
Keebeck Wealth Management
Illinois
$14M