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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 %
PCI
1101
Planning Center Inc
Illinois
$656K -$103K -1,105 -14%
GLR
1102
Great Lakes Retirement
Ohio
$655K -$8.54K -92 -1%
CBA
1103
Coastal Bridge Advisors
Connecticut
$655K +$655K +7,053 New
SC
1104
Scotia Capital
Ontario, Canada
$655K -$22.3K -240 -3%
BHIA
1105
Birch Hill Investment Advisors
Massachusetts
$655K +$9.38K +101 +1%
HWA
1106
HCR Wealth Advisors
California
$654K +$278 +3 +0%
BSHC
1107
Breed's Hill Capital
Massachusetts
$652K
GWM
1108
GDS Wealth Management
Texas
$650K +$26K +280 +4%
HCM
1109
Harvey Capital Management
Florida
$647K -$2.32K -25 -0.4%
WA1
1110
Wimmer Associates 1
California
$645K -$22K -215 -3%
AC
1111
Annandale Capital
Texas
$645K
FNC
1112
First National Corp
Massachusetts
$644K +$65.8K +709 +11%
4WM
1113
49 Wealth Management
Texas
$644K -$29.9K -322 -4%
VHAM
1114
Van Hulzen Asset Management
California
$642K -$35.2K -379 -5%
SCTC
1115
Sanibel Captiva Trust Company
Florida
$641K -$9.28K -100 -1%
CWM
1116
Castle Wealth Management
Florida
$641K -$38.5K -415 -6%
HCM
1117
HMS Capital Management
Tennessee
$640K
MWM
1118
Moulton Wealth Management
Washington
$638K +$638K +6,875 New
CG
1119
Caprock Group
Idaho
$635K +$23.7K +255 +4%
EA
1120
Everpar Advisors
Oklahoma
$635K +$111K +1,199 +21%
GWA
1121
Geometric Wealth Advisors
District of Columbia
$634K
RF
1122
Rossby Financial
Florida
$633K +$40.8K +434 +7%
PIA
1123
Pinion Investment Advisors
Kansas
$633K -$161K -1,733 -20%
IPW
1124
Intergy Private Wealth
Colorado
$633K
FF
1125
Friday Financial
Iowa
$632K