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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 %
VCA
1226
Verdence Capital Advisors
Maryland
$482K -$21.4K -230 -4%
CAG
1227
Curtis Advisory Group
California
$481K -$1.52M -16,373 -76%
OWA
1228
Oak Wealth Advisors
Illinois
$480K -$38.4K -414 -7%
GA
1229
Goldstein Advisors
Wisconsin
$480K -$1.21K -13 -0.3%
PL
1230
Parthenon LLC
Kentucky
$477K
LCGC
1231
Legacy Capital Group California
California
$473K +$146K +1,575 +45%
FRA
1232
Front Row Advisors
California
$471K
MWA
1233
MN Wealth Advisors
Kansas
$470K +$470K +5,060 New
S
1234
Sachetta
Massachusetts
$468K -$111K -1,201 -19%
WCM
1235
WealthBridge Capital Management
Ohio
$467K
RSA
1236
River Street Advisors
Illinois
$466K -$57.6K -620 -11%
G
1237
GenTrust
Florida
$464K
CCMG
1238
Clark Capital Management Group
Pennsylvania
$464K -$615K -6,630 -57%
W
1239
Wealthquest
Ohio
$464K -$3.16K -34 -0.7%
VC
1240
Vicus Capital
Pennsylvania
$463K +$7.89K +85 +2%
SF
1241
Seros Financial
Arizona
$460K -$33K -356 -7%
OHIS
1242
Oak Harvest Investment Services
Texas
$459K -$650 -7 -0.1%
LGWM
1243
Litman Gregory Wealth Management
California
$459K
MW
1244
Marcum Wealth
Ohio
$457K +$22.5K +242 +5%
FC
1245
Fusion Capital
South Carolina
$457K +$464 +5 +0.1%
MA
1246
Mosaic Advisors
Texas
$456K +$204K +2,199 +81%
GI
1247
GLOBALT Investments
Georgia
$455K -$9.28K -100 -2%
PMFA
1248
Plante Moran Financial Advisors
Michigan
$454K -$18.2K -196 -4%
PNAA
1249
Pictet North America Advisors
Switzerland
$452K
CIA
1250
Cape Investment Advisory
Georgia
$450K +$26.8K +289 +6%