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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
APW
76
Austin Private Wealth
Texas
$58.1M
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$56.3M
SWM
78
SilverOak Wealth Management
Minnesota
$53.9M
Kovitz Investment Group Partners
79
Kovitz Investment Group Partners
Illinois
$53.9M
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$53.7M
SCM
81
SCS Capital Management
Massachusetts
$53.1M
WWG
82
West Wealth Group
California
$50.8M
AF
83
Allworth Financial
California
$50.4M
SPIA
84
Steward Partners Investment Advisory
New York
$49.1M
IWC
85
Integrated Wealth Concepts
Massachusetts
$48.8M
NSIM
86
North Star Investment Management
Illinois
$48.5M
WANY
87
Wealthspire Advisors (New York)
New York
$47.6M
Corient Private Wealth
88
Corient Private Wealth
Florida
$47.3M
PA
89
Probity Advisors
Texas
$46.5M
OIA
90
OneDigital Investment Advisors
Kansas
$45.9M
CW
91
CreativeOne Wealth
Kansas
$45.6M
CL
92
Choreo LLC
Illinois
$44.4M
AI
93
Atria Investments
North Carolina
$43M
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$42.7M
PA
95
Parallel Advisors
California
$41.8M
1IA
96
1834 Investment Advisors
Wisconsin
$40.9M
IWA
97
Icon Wealth Advisors
Texas
$39.4M
SPC
98
Sigma Planning Corp
Michigan
$38.7M
Charles Schwab
99
Charles Schwab
California
$38.7M
WA
100
Waverly Advisors
Alabama
$37.9M