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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
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$37.1M
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.9M
CWM
103
Connecticut Wealth Management
Connecticut
$36.7M
FLA
104
Financial Life Advisors
Texas
$36.5M
EWA
105
Encompass Wealth Advisors
Oregon
$34.7M
FFA
106
Farther Finance Advisors
California
$34.5M
IA
107
Integrity Alliance
Iowa
$34.3M
PS
108
Principal Securities
Iowa
$34.2M
WIA
109
World Investment Advisors
California
$33.8M
CCFM
110
Clear Creek Financial Management
Washington
$33.6M
CA
111
Clearstead Advisors
Ohio
$33.4M
FWMM
112
Foundation Wealth Management (Missouri)
Missouri
$33.3M
LF
113
Lee Financial
Texas
$33.2M
PSP
114
Principal Street Partners
Tennessee
$32.6M
BF
115
BOK Financial
Oklahoma
$32.2M
Citigroup
116
Citigroup
New York
$32.2M
BB
117
Busey Bank
Illinois
$32.1M
EL
118
EWA LLC
Pennsylvania
$32M
TC
119
TownSquare Capital
Utah
$31.9M
GT
120
Greenleaf Trust
Michigan
$31.5M
LWP
121
LMG Wealth Partners
Louisiana
$31.4M
BFPW
122
BOK Financial Private Wealth
Colorado
$31.1M
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$30.7M
MPW
124
MA Private Wealth
California
$30.5M
SHJ
125
Sharkey, Howes & Javer
Colorado
$30.3M