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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 %
MSWM
1751
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K +$32.8K +353 New
WT
1752
Washington Trust
Rhode Island
$31.8K
CWM
1753
Copia Wealth Management
Oregon
$27.8K
GG
1754
Gleason Group
Kentucky
$27.5K -$38.6K -416 -58%
GA
1755
GoalVest Advisory
New York
$27.1K -$1.49K -16 -5%
MFC
1756
Mechanics Financial Corp
Ohio
$26.9K +$26.9K +290 New
FAM
1757
Flaharty Asset Management
Florida
$26.4K +$26.4K +284 New
EF
1758
Elite Financial
Idaho
$26K +$26K +290 New
DF
1759
DecisionPoint Financial
Arizona
$24.6K
FCMT
1760
Founders Capital Management (Texas)
Texas
$23.2K
CB
1761
Centennial Bank
Arkansas
$21.7K
MFA
1762
Morling Financial Advisors
California
$21.7K
DCM
1763
Davis Capital Management
Florida
$21.4K
ME
1764
McIlrath & Eck
Washington
$21.1K
TCA
1765
Trifecta Capital Advisors
Illinois
$20.4K -$186 -2 -0.9%
HIIFS
1766
Harel Insurance Investments & Financial Services
Israel
$20K
BCM
1767
Basso Capital Management
Connecticut
$18.7K
VCM
1768
Versant Capital Management
Arizona
$18.6K
CCMI
1769
Creative Capital Management Investments
California
$18.6K
TFA
1770
Toth Financial Advisory
Virginia
$17.5K
QPBE
1771
Quintet Private Bank (Europe)
Luxembourg
$16.2K
1IA
1772
1620 Investment Advisors
Massachusetts
$15.8K
MIM
1773
Marshall Investment Management
Colorado
$15.7K +$15.7K +169 New
CAM
1774
Creekmur Asset Management
Illinois
$14.4K
BIG
1775
Brooklyn Investment Group
New York
$14.3K