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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
SL
251
Sentinus LLC
Illinois
$13.9M
Natixis Advisors
252
Natixis Advisors
Massachusetts
$13.9M
TWM
253
TSA Wealth Management
Texas
$13.9M
COFSG
254
Carbahal Olsen Financial Services Group
California
$13.8M
TAM
255
TCP Asset Management
Ohio
$13.6M
William Blair & Company
256
William Blair & Company
Illinois
$13.6M
SA
257
Scarborough Advisors
Maryland
$13.5M
IW
258
Instrumental Wealth
Florida
$13.5M
CPSC
259
Carl P. Sherr & Co
Massachusetts
$13.3M
RSWM
260
Robertson Stephens Wealth Management
California
$13.3M
FTS
261
Fifth Third Securities
Ohio
$13.2M
I
262
INVST
Indiana
$13.2M
AFG
263
Albion Financial Group
Utah
$13.1M
ATPW
264
Ashton Thomas Private Wealth
Arizona
$13M
RIA
265
Regal Investment Advisors
Michigan
$12.9M
VAS
266
Vestmark Advisory Solutions
Massachusetts
$12.8M
CA
267
CoreCap Advisors
Michigan
$12.7M
LIA
268
LBMC Investment Advisors
Tennessee
$12.4M
MA
269
Mutual Advisors
Nebraska
$12.2M
AssetMark Inc
270
AssetMark Inc
California
$12.2M
CF
271
Centaurus Financial
California
$12.1M
GVAG
272
Great Valley Advisor Group
Delaware
$12.1M
PGFC
273
Peapack-Gladstone Financial Corp
New Jersey
$12.1M
ABTD
274
Arvest Bank Trust Division
Oklahoma
$12M
BHWM
275
Bay Harbor Wealth Management
Maryland
$12M