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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
IAN
301
Integrated Advisors Network
Texas
$10.5M
MW
302
Maia Wealth
Colorado
$10.5M
FFWA
303
Forthright Family Wealth Advisory
Texas
$10.4M
BZWA
304
Blue Zone Wealth Advisors
California
$10.3M
Brown Advisory
305
Brown Advisory
Maryland
$10.3M
TCM
306
Traynor Capital Management
Pennsylvania
$10.1M
LFAS
307
Level Four Advisory Services
Texas
$10M
YIA
308
YHB Investment Advisors
Connecticut
$10M
PCIA
309
Prime Capital Investment Advisors
Kansas
$10M
LKWM
310
Lee-Kelleher Wealth Management
Maryland
$10M
VPP
311
Vertex Planning Partners
Illinois
$9.99M
PFG
312
Pacific Financial Group
Washington
$9.98M
AWP
313
Avid Wealth Partners
Texas
$9.94M
LSA
314
Lansing Street Advisors
Pennsylvania
$9.85M
BFM
315
Broadview Financial Management
Wisconsin
$9.79M
FAN
316
Financial Advisors Network
California
$9.77M
PWM
317
Perigon Wealth Management
California
$9.69M
HI
318
Harbour Investments
Wisconsin
$9.6M
SGWM
319
Sterling Group Wealth Management
California
$9.58M
SWMP
320
Signature Wealth Management Partners
New Jersey
$9.54M
SA
321
Sovran Advisors
California
$9.53M
HCM
322
Howard Capital Management
Georgia
$9.49M
FFBTD
323
First Financial Bank - Trust Division
Ohio
$9.32M
PBO
324
Peoples Bank (Ohio)
Ohio
$9.24M
EWM
325
EPG Wealth Management
Georgia
$9.15M