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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 %
GAG
1276
GM Advisory Group
New York
$433K
BHPW
1277
Beverly Hills Private Wealth
California
$432K -$43.3K -466 -9%
SFP
1278
SwitchPoint Financial Planning
Utah
$432K
AI
1279
Accredited Investors
Minnesota
$431K -$4.46K -48 -1%
CMAI
1280
Capital Management Associates Inc
Minnesota
$431K +$216K +2,322 +100%
HWM
1281
Horizon Wealth Management
Illinois
$430K +$93 +1 +0%
WAM
1282
WNY Asset Management
New York
$427K
UW
1283
Unique Wealth
Florida
$425K -$9.28K -100 -2%
BO
1284
Bank OZK
Arkansas
$425K +$21.3K +229 +5%
TC
1285
Trilogy Capital
California
$424K -$11.6K -125 -3%
JWM
1286
JFG Wealth Management
Colorado
$420K -$2.04K -22 -0.5%
WPA
1287
Wealth Preservation Advisors
Tennessee
$417K +$417K +4,493 New
SWA
1288
SFMG Wealth Advisors
Texas
$417K
FAM
1289
Formidable Asset Management
Ohio
$417K
CCM
1290
Condor Capital Management
New Jersey
$417K -$25.5K -275 -6%
SSW
1291
Stone Summit Wealth
Florida
$416K -$3.71K -40 -0.9%
Kayne Anderson Rudnick Investment Management
1292
Kayne Anderson Rudnick Investment Management
California
$414K
WG
1293
Welch Group
Alabama
$413K +$61.5K +665 +17%
DWM
1294
Diversify Wealth Management
Utah
$413K -$7.01K -74 -2%
NDSI
1295
Newman Dignan & Sheerar Inc
Rhode Island
$413K -$51.3K -553 -11%
BFA
1296
Beaumont Financial Advisors
Massachusetts
$413K
MSFS
1297
Main Street Financial Solutions
Pennsylvania
$413K -$464 -5 -0.1%
FSWA
1298
Financial Synergies Wealth Advisors
Texas
$413K +$464 +5 +0.1%
T
1299
TrueFG
Texas
$412K -$1.39K -15 -0.3%
MFG
1300
MidWestOne Financial Group
Iowa
$412K