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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
BEC
151
Blue Edge Capital
Virginia
$24.5M
CFA
152
Cahill Financial Advisors
Minnesota
$24.3M
AIP
153
Ameritas Investment Partners
Nebraska
$24.3M
IC
154
IEQ Capital
California
$24.3M
SWP
155
ShoreHaven Wealth Partners
New Jersey
$24.1M
TSW
156
Three Seasons Wealth
Utah
$24M
TPCW
157
TD Private Client Wealth
New York
$23.9M
ASN
158
Advisory Services Network
Georgia
$23.6M
SFA
159
Sequoia Financial Advisors
Ohio
$23.2M
DSA
160
Droms Strauss Advisors
Missouri
$23.1M
GIA
161
Gladstone Institutional Advisory
Florida
$23M
SC
162
Saiph Capital
New Jersey
$22.9M
LWM
163
Liberty Wealth Management
California
$22.6M
KL
164
KWMG LLC
Kansas
$22.5M
CAG
165
Csenge Advisory Group
Florida
$22.5M
SG
166
StoneX Group
New York
$22.4M
NG
167
Norden Group
Utah
$22.4M
DA
168
Detalus Advisors
Missouri
$22.3M
AWM
169
Apollon Wealth Management
South Carolina
$22.2M
MC
170
McMorgan & Co
California
$22.2M
JWCA
171
J.W. Cole Advisors
Florida
$22.1M
CFA
172
Camarda Financial Advisors
Florida
$22.1M
OWA
173
One Wealth Advisors
California
$22.1M
SFI
174
SPC Financial Inc
Maryland
$21.7M
GL
175
Graypoint LLC
New York
$21.5M