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iShares S&P 500 Growth ETF

1,805 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 103 funds opening new positions, 651 increasing their positions, 699 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
-42
Holders Change %
-2.27%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.54%
New
103
Increased
651
Reduced
699
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
951
Apella Capital
Connecticut
$943K +$7.48K +81 +0.8%
CCWM
952
Cassaday & Co Wealth Management
Virginia
$942K
GPFA
953
Game Plan Financial Advisors
Ohio
$941K
ACS
954
Archford Capital Strategies
Illinois
$937K +$937K +10,095 New
TWCA
955
Two West Capital Advisors
Kansas
$937K +$247K +2,736 +36%
TWM
956
Thrive Wealth Management
Pennsylvania
$935K -$1.39K -15 -0.1%
IA
957
IFG Advisors
Missouri
$934K -$21.7K -234 -2%
DAS
958
Dynamic Advisor Solutions
Arizona
$934K -$86.1K -928 -8%
GKWIM
959
Gerber Kawasaki Wealth & Investment Management
California
$932K +$932K +10,043 New
OC
960
Oakworth Capital
Alabama
$931K +$55.2K +595 +6%
DT
961
Diversified Trust
Tennessee
$929K +$302K +3,254 +48%
SMA
962
Sage Mountain Advisors
Georgia
$929K
GG
963
Greenwood Gearhart
Arkansas
$927K +$185K +1,997 +25%
GFA
964
Gallagher Fiduciary Advisors
Illinois
$923K +$192K +2,064 +26%
USCWA
965
U.S. Capital Wealth Advisors
Texas
$915K -$1.06M -11,416 -54%
PWMG
966
Private Wealth Management Group
New Jersey
$906K -$46.4K -500 -5%
EC
967
Eaton-Cambridge
Arizona
$904K
RSWA
968
Robinson Smith Wealth Advisors
Maine
$904K
MA
969
Montag & Associates
Georgia
$901K +$60.5K +652 +7%
MA
970
MONECO Advisors
Connecticut
$896K -$60K -646 -6%
DFG
971
Delta Financial Group
New Jersey
$895K +$777 +8 +0.1%
CAWM
972
Capital A Wealth Management
Pennsylvania
$895K -$2.1M -22,614 -70%
RIL
973
Rothschild Investment LLC
Illinois
$888K +$650 +7 +0.1%
SHA
974
Seneca House Advisors
Virginia
$884K -$2.6K -28 -0.3%
CPA
975
Capital Planning Advisors
California
$883K