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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
RPGK
376
Retirement Planning Group (Kansas)
Kansas
$6.77M
HSWS
377
Higgins & Schmidt Wealth Strategies
Colorado
$6.77M
SCG
378
Sonata Capital Group
Washington
$6.77M
OC
379
Oppenheimer & Co
New York
$6.76M
COCM
380
Charter Oak Capital Management
New Hampshire
$6.74M
TCM
381
TABR Capital Management
California
$6.65M
MI
382
Moneywise Inc
Virginia
$6.64M
AC
383
Avestar Capital
New York
$6.63M
PWAC
384
Private Wealth Advisors (California)
California
$6.62M
FCC
385
Florin Court Capital
United Kingdom
$6.59M
PAS
386
PKS Advisory Services
New York
$6.57M
CWM
387
Centurion Wealth Management
Virginia
$6.5M
SIAS
388
Summit Investment Advisory Services
Minnesota
$6.46M
PFGIA
389
Patriot Financial Group Insurance Agency
Massachusetts
$6.45M
VC
390
Vestor Capital
Illinois
$6.39M
RWM
391
RKL Wealth Management
Pennsylvania
$6.31M
GIM
392
Goelzer Investment Management
Indiana
$6.29M
SB
393
Strategic Blueprint
Georgia
$6.28M
FAM
394
Frontier Asset Management
Wyoming
$6.28M
EPW
395
Endeavor Private Wealth
Kansas
$6.27M
AG
396
AlTi Global
New York
$6.26M
AQR Capital Management
397
AQR Capital Management
Connecticut
$6.23M
GWAM
398
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.2M
SC
399
Sapient Capital
Indiana
$6.18M
TNBTD
400
Trustmark National Bank Trust Department
Mississippi
$6.17M