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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
PCTC
276
Perkins Coie Trust Company
Washington
$12M
SL
277
SWMG LLC
Texas
$11.9M
WGC
278
Watts Gwilliam & Co
Arizona
$11.9M
BC
279
Barrett & Company
Rhode Island
$11.8M
ATC
280
Argent Trust Co
Tennessee
$11.7M
SC
281
Savant Capital
Illinois
$11.6M
WAL
282
W Advisors LLC
Tennessee
$11.6M
CA
283
Centerpoint Advisors
Massachusetts
$11.5M
AllianceBernstein
284
AllianceBernstein
Tennessee
$11.4M
SEM
285
Strategic Equity Management
Arizona
$11.3M
KOC
286
Koss-Olinger Consulting
Florida
$11.3M
NB
287
Nicolet Bankshares
Wisconsin
$11.3M
CFS
288
Commonwealth Financial Services
West Virginia
$11.3M
UBV
289
United Bank (Virginia)
Virginia
$11M
WJA
290
Willis Johnson & Associates
Texas
$11M
EFG
291
Ehrlich Financial Group
California
$11M
FGWP
292
Founders Grove Wealth Partners
Virginia
$11M
CI
293
CX Institutional
Indiana
$10.9M
MFA
294
Mayflower Financial Advisors
Massachusetts
$10.9M
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$10.8M
ACM
296
Ascent Capital Management
Oregon
$10.8M
EWA
297
EP Wealth Advisors
California
$10.7M
MFG
298
Midwest Financial Group
Kansas
$10.7M
PAMG
299
Patton Albertson Miller Group
Tennessee
$10.7M
WWA
300
WCG Wealth Advisors
Nevada
$10.6M