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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 %
WPA
1026
West Paces Advisors
Georgia
$793K +$131K +1,410 +20%
MCWS
1027
McKinley Carter Wealth Services
West Virginia
$791K -$1.3K -14 -0.2%
HA
1028
Herold Advisors
New York
$791K +$47.4K +511 +6%
QFW
1029
QTR Family Wealth
Florida
$790K +$790K +8,516 New
FDCP
1030
Foster Dykema Cabot & Partners
Massachusetts
$785K
IAS
1031
Insigneo Advisory Services
Florida
$778K +$778K +8,382 New
TFO
1032
Tarbox Family Office
California
$773K -$128K -1,379 -14%
MAMG
1033
Milestone Asset Management Group
Connecticut
$772K +$8.08K +87 +1%
DW
1034
Durante & Waters
New York
$770K +$770K +8,300 New
NB
1035
NBT Bank
New York
$768K -$19K -205 -2%
MWAM
1036
Manhattan West Asset Management
California
$768K -$1.02K -11 -0.1%
HIP
1037
HUB Investment Partners
Texas
$764K +$78.6K +847 +11%
BPWM
1038
Badgley Phelps Wealth Managers
Washington
$762K
LAS
1039
Lloyd Advisory Services
Georgia
$757K -$82.9K -893 -10%
BWM
1040
Buska Wealth Management
Wisconsin
$748K +$25.6K +276 +4%
WCG
1041
Weaver Consulting Group
California
$744K
ACIM
1042
Azimuth Capital Investment Management
Michigan
$743K +$12.8K +138 +2%
GI
1043
GAMCO Investors
Connecticut
$743K
WCF
1044
West Coast Financial
California
$738K -$72.7K -783 -9%
SKK
1045
Shepherd Kaplan Krochuk
Massachusetts
$738K
CB
1046
Community Bank
New York
$734K -$33.5K -361 -4%
FPGK
1047
Financial Partners Group (Kansas)
Kansas
$734K -$18.5K -199 -2%
BONH
1048
Bank of New Hampshire
New Hampshire
$730K +$4.92K +53 +0.7%
DWM
1049
Dakota Wealth Management
Florida
$729K -$7.24K -78 -1%
IIC
1050
Ironwood Investment Counsel
Arizona
$729K