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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
AA
351
Ancora Advisors
Ohio
$7.84M
NBWM
352
North Berkeley Wealth Management
California
$7.8M
NCM
353
Novare Capital Management
North Carolina
$7.75M
WA
354
Win Advisors
Florida
$7.6M
WFAG
355
Wescott Financial Advisory Group
Pennsylvania
$7.59M
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$7.58M
ABWM
357
Alpine Bank Wealth Management
Colorado
$7.5M
TWM
358
Tradition Wealth Management
Minnesota
$7.46M
DADC
359
D.A. Davidson & Co
Montana
$7.44M
GWMR
360
GC Wealth Management RIA
Massachusetts
$7.41M
QCM
361
Quantinno Capital Management
New York
$7.37M
GWP
362
Gen-Wealth Partners
Michigan
$7.3M
CFSG
363
Clark Financial Services Group
Missouri
$7.25M
HCA
364
Heck Capital Advisors
Wisconsin
$7.23M
TFG
365
Tilson Financial Group
New Jersey
$7.22M
EWA
366
Exencial Wealth Advisors
Oklahoma
$7.2M
QPWM
367
Quadrant Private Wealth Management
Pennsylvania
$7.13M
AR
368
Apeiron RIA
Texas
$7.12M
FWP
369
Firethorn Wealth Partners
Georgia
$7.02M
IAG
370
Investment Advisory Group
Massachusetts
$7M
SEIA
371
Signature Estate & Investment Advisors
California
$6.92M
OWCM
372
One Wealth Capital Management
Arizona
$6.87M
EIP
373
Ellis Investment Partners
Pennsylvania
$6.84M
CAI
374
Capital Advisors Inc
Oklahoma
$6.83M
KWM
375
KFG Wealth Management
Indiana
$6.82M