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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
24.52%
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 %
ATC
1726
Adirondack Trust Company
New York
$49.8K
DWM
1727
Dogwood Wealth Management
Kansas
$49.1K -$21.7K -234 -31%
PSFG
1728
Park Square Financial Group
Georgia
$47.4K -$93 -1 -0.2%
TWD
1729
True Wealth Design
Ohio
$46.5K
GWSA
1730
Global Wealth Strategies & Associates
Colorado
$45.7K +$45.7K +492 New
NRG
1731
Nemes Rush Group
Michigan
$44.7K +$34.3K +369 +329%
HWA
1732
HHM Wealth Advisors
Tennessee
$44.7K
OWP
1733
ORG Wealth Partners
Texas
$44K -$20.6K -220 -32%
IWM
1734
IMG Wealth Management
Florida
$43K +$43K +463 New
KA
1735
Kozak & Associates
Colorado
$42.8K
BLC
1736
Brown, Lisle/Cummings
Rhode Island
$42.7K
AWM
1737
Avondale Wealth Management
Texas
$42.7K
PP
1738
PFS Partners
New Jersey
$42.5K -$23.9K -258 -36%
CJH
1739
Christopher J. Hasenberg
Wisconsin
$42.3K +$42.3K +452 New
CMBA
1740
C.M. Bidwell & Associates
Hawaii
$42K
OHWP
1741
Oak Harbor Wealth Partners
North Carolina
$41.3K
PP
1742
PrairieView Partners
Minnesota
$41K
BAM
1743
Bellevue Asset Management
Washington
$38K
AP
1744
Atwood & Palmer
Missouri
$36.8K
CFS
1745
Compass Financial Services
Iowa
$36.2K
CCM
1746
Cloud Capital Management
Washington
$36K +$36K +391 New
FCG
1747
Financial Connections Group
California
$35K
HWM
1748
HighMark Wealth Management
Minnesota
$33.1K +$279 +3 +0.8%
OAJ
1749
Ogorek Anthony Joseph
New York
$33K +$2.6K +28 +9%
BTD
1750
BankPlus Trust Department
Mississippi
$33K