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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 %
PL
1151
Plancorp LLC
Missouri
$602K
SMA
1152
Seven Mile Advisory
New Jersey
$600K
GAA
1153
Global Assets Advisory
Florida
$600K +$393K +4,389 +190%
SW
1154
SkyOak Wealth
Michigan
$598K -$557 -6 -0.1%
WCP
1155
Wick Capital Partners
Pennsylvania
$597K
CIA
1156
Capital Investment Advisors
Georgia
$595K -$6.68K -72 -1%
KIM
1157
Kestra Investment Management
Texas
$593K +$238K +2,560 +67%
WJWM
1158
Williams Jones Wealth Management
New York
$588K
GIA
1159
Guyasuta Investment Advisors
Pennsylvania
$587K +$2.51K +27 +0.4%
MWA
1160
Monograph Wealth Advisors
California
$581K
GJWM
1161
Gilliland Jeter Wealth Management
Arkansas
$580K +$56.7K +611 +11%
CAMG
1162
CWA Asset Management Group
Florida
$579K -$355K -3,822 -38%
MCA
1163
Midwest Capital Advisors
Michigan
$579K -$615K -6,620 -52%
PBF
1164
Petix & Botte Financial
California
$574K -$557 -6 -0.1%
JAG
1165
Journey Advisory Group
Kentucky
$571K
CGFA
1166
Colton Groome Financial Advisors
North Carolina
$570K -$32.4K -342 -5%
TI
1167
tru Independence
Oregon
$568K +$279 +3 +0%
SWIA
1168
Solano Wealth Investment Advisors
California
$566K
PWH
1169
Priebe Wealth Holdings
Minnesota
$565K -$63.1K -680 -10%
EWA
1170
ERTS Wealth Advisors
Michigan
$565K -$19K -205 -3%
AFP
1171
Ausdal Financial Partners
Iowa
$561K +$225K +2,427 +67%
TCOTS
1172
Trust Company of the South
North Carolina
$559K
DE
1173
Diversified Enterprises
Delaware
$556K +$273K +2,945 +97%
JWM
1174
JGP Wealth Management
Oregon
$555K +$2.32K +25 +0.4%
OWA
1175
ORBA Wealth Advisors
Illinois
$554K