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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
BWS
401
Buck Wealth Strategies
Colorado
$6.11M
CWAG
402
Compton Wealth Advisory Group
Virginia
$6.08M
WP
403
WealthPLAN Partners
Nebraska
$6.07M
AL
404
ACAS LLC
California
$6.06M
SW
405
Simplicity Wealth
New Jersey
$6.03M
FMN
406
Financial Management Network
California
$6.03M
NP
407
NorthRock Partners
Minnesota
$6M
BFG
408
Bleakley Financial Group
New Jersey
$5.94M
SIA
409
Soltis Investment Advisors
Utah
$5.87M
AFW
410
Atlantic Family Wealth
Florida
$5.87M
EA
411
Eclectic Associates
California
$5.85M
GFP
412
Gryphon Financial Partners
Ohio
$5.84M
CWM
413
Cranbrook Wealth Management
Michigan
$5.78M
CFG
414
Cosner Financial Group
Colorado
$5.73M
LWA
415
Lifelong Wealth Advisors
Minnesota
$5.73M
PA
416
PFG Advisors
Arizona
$5.72M
CWM
417
Cahaba Wealth Management
Georgia
$5.68M
TPWA
418
Twin Peaks Wealth Advisors
California
$5.64M
BAM
419
Belpointe Asset Management
Nevada
$5.63M
SVWG
420
Shared Vision Wealth Group
United States
$5.63M
CIAS
421
Capital Investment Advisory Services
North Carolina
$5.6M
SFC
422
Summit Financial Consulting
Michigan
$5.59M
PIMG
423
Patriot Investment Management Group
Tennessee
$5.59M
AWP
424
Ascent Wealth Partners
New York
$5.56M
HWA
425
Heritage Wealth Advisors
Virginia
$5.55M