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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 %
CWP
1076
Curated Wealth Partners
California
$692K
SWA
1077
Sax Wealth Advisors
New Jersey
$690K +$152K +1,640 +28%
SIM
1078
Stratos Investment Management
Ohio
$689K +$127K +1,363 +22%
FNBTCON
1079
First National Bank & Trust Co of Newtown
Pennsylvania
$688K -$205K -2,212 -23%
BOS
1080
Bank of Stockton
California
$685K -$3.25K -35 -0.5%
CANC
1081
Culbertson A N & Co
Virginia
$684K
VWM
1082
Verus Wealth Management
Wisconsin
$684K
Neuberger Berman Group
1083
Neuberger Berman Group
New York
$683K -$10K -108 -1%
SPP
1084
Single Point Partners
Massachusetts
$682K -$15.7K -169 -2%
NAS
1085
Nicolet Advisory Services
Wisconsin
$682K -$90.5K -1,020 -12%
ATFA
1086
All Terrain Financial Advisors
Minnesota
$679K
MM
1087
Meridian Management
Arkansas
$675K
AWMNH
1088
Arcadia Wealth Management (New Hampshire)
New Hampshire
$674K -$30.4K -327 -4%
CFP
1089
Catalyst Financial Partners
Massachusetts
$673K -$7.06K -76 -1%
FFS
1090
Founders Financial Securities
Maryland
$671K +$74.9K +797 +13%
EPW
1091
Evergreen Private Wealth
Colorado
$671K -$32.5K -350 -5%
PI
1092
PFG Investments
New York
$669K +$557 +6 +0.1%
NCM
1093
NCM Capital Management
New Jersey
$668K
SFG
1094
SNS Financial Group
Minnesota
$666K +$252K +2,717 +61%
FMTC
1095
Farmers & Merchants Trust Company
California
$666K -$9.28K -100 -1%
RBFC
1096
Roman Butler Fullerton & Co
Missouri
$665K -$2.32M -25,499 -78%
JGIA
1097
Jackson Grant Investment Advisers
Connecticut
$664K +$743 +8 +0.1%
IRAG
1098
Investment Research & Advisory Group
Georgia
$662K
MBI
1099
May Barnhard Investments
Maryland
$660K -$446K -4,805 -40%
SFWC
1100
Strategic Family Wealth Counselors
New Jersey
$659K