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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
PSCM
176
Per Stirling Capital Management
Texas
$21.2M
PWA
177
Physician Wealth Advisors
Utah
$20.9M
KPWS
178
Kestra Private Wealth Services
Texas
$20.9M
WWM
179
Western Wealth Management
Colorado
$20.9M
EH
180
Equitable Holdings
New York
$20.8M
DWM
181
Dynasty Wealth Management
Florida
$20.7M
MFG
182
Merit Financial Group
Georgia
$20.7M
AWM
183
Avior Wealth Management
Nebraska
$20.4M
BTI
184
Blue Trust Inc
Georgia
$20.4M
FAIM
185
Financial Advocates Investment Management
Washington
$19.9M
MMA
186
Miracle Mile Advisors
California
$19.9M
P
187
&Partners
Tennessee
$19.8M
SAF
188
Smith Anglin Financial
Texas
$19.6M
KFSC
189
Keystone Financial Services (Colorado)
Colorado
$19.6M
BCM
190
Brookstone Capital Management
Illinois
$19.5M
GIA
191
GHP Investment Advisors
Colorado
$19.4M
SWM
192
Spire Wealth Management
Virginia
$19.1M
AWMG
193
ADG Wealth Management Group
Louisiana
$19.1M
SFS
194
Sharp Financial Services
Pennsylvania
$19M
YCG
195
Yeomans Consulting Group
Georgia
$19M
KFS
196
Kelly Financial Services
Massachusetts
$18.6M
GPA
197
Guidance Point Advisors
Massachusetts
$18.4M
CAL
198
Capital Analysts LLC
Pennsylvania
$18.4M
SEI Investments
199
SEI Investments
Pennsylvania
$18.3M
GWM
200
Geneos Wealth Management
Colorado
$18.3M