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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
SWM
201
Scissortail Wealth Management
Oklahoma
$18.2M
CIAS
202
CFS Investment Advisory Services
New Jersey
$18.2M
PFG
203
PAX Financial Group
Texas
$18.1M
UB
204
UMB Bank
Missouri
$18M
SWP
205
Sagespring Wealth Partners
Tennessee
$18M
WA
206
Wealth Alliance
New York
$17.9M
CFB
207
Cullen/Frost Bankers
Texas
$17.6M
FFN
208
Focus Financial Network
Minnesota
$17.5M
IFS
209
Ifrah Financial Services
Arkansas
$17.1M
TF
210
Trek Financial
Arizona
$17.1M
TWP
211
Triad Wealth Partners
Kansas
$17.1M
AFC
212
Adaptive Financial Consulting
Ohio
$17.1M
CWS
213
Cypress Wealth Services
California
$16.9M
FWP
214
FAS Wealth Partners
Kansas
$16.8M
CAM
215
Cresset Asset Management
Illinois
$16.7M
VA
216
VestGen Advisors
Illinois
$16.6M
SS
217
Sunbelt Securities
Texas
$16.6M
CFO
218
Callan Family Office
Pennsylvania
$16.5M
CFG
219
Citizens Financial Group
Rhode Island
$16.4M
OAP
220
One Advisory Partners
Kansas
$16.3M
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$16.2M
FHC
222
First Heartland Consultants
Missouri
$16.2M
MCM
223
M1 Capital Management
Michigan
$16M
AAS
224
Ameritas Advisory Services
Nebraska
$16M
GCA
225
Gallagher Capital Advisors
Texas
$15.9M