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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
IA
426
IFG Advisory
Georgia
$5.53M
ARC
427
Advisor Resource Council
Texas
$5.46M
KDA
428
Kraft Davis & Associates
Missouri
$5.42M
BWMG
429
Barnes Wealth Management Group
California
$5.4M
RFA
430
Rollins Financial Advisors
New York
$5.39M
LBC
431
Lowe Brockenbrough & Co
Virginia
$5.36M
LWP
432
Laurel Wealth Planning
Minnesota
$5.34M
TFA
433
Tobias Financial Advisors
Florida
$5.31M
MCA
434
MSH Capital Advisors
Arizona
$5.29M
LF
435
Lantz Financial
Illinois
$5.26M
NCM
436
Narwhal Capital Management
Georgia
$5.23M
AAS
437
Asset Allocation Strategies
Michigan
$5.19M
DBIA
438
Dumont & Blake Investment Advisors
New Jersey
$5.11M
EWM
439
Evercore Wealth Management
New York
$5.11M
FRA
440
FFG Retirement Advisors
Colorado
$5.05M
NFC
441
Northeast Financial Consultants
Connecticut
$5.03M
MCCA
442
Mill Creek Capital Advisors
Pennsylvania
$5.02M
IP
443
Investment Partners
Ohio
$5.01M
ACA
444
Aptus Capital Advisors
Alabama
$4.98M
GCM
445
Gallacher Capital Management
Colorado
$4.93M
RSF
446
Rik Saylor Financial
Ohio
$4.91M
GS
447
GWN Securities
Florida
$4.91M
GT
448
Glenmede Trust
Pennsylvania
$4.91M
TCG
449
Transcendent Capital Group
Oklahoma
$4.91M
HPM
450
Hoxton Planning & Management
West Virginia
$4.88M