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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,804 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
1,804
Holders Change
-42
Holders Change %
-2.28%
% of All Funds
24.51%
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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$218M
2
SW
SoFi Wealth
California
+$168M
3
LPL Financial
LPL Financial
California
+$91.8M
4
PRS
Pinkerton Retirement Specialists
Idaho
+$69.4M
5
FDP
Financiere des Professionnels
Quebec, Canada
+$65.9M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$309M
2
HNB
Huntington National Bank
Ohio
-$270M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$129M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$128M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
226
Ironwood Financial
Arizona
$15.9M +$49K +528 +0.3%
ISWM
227
Independent Solutions Wealth Management
New York
$15.8M +$420K +4,528 +3%
SAM
228
Silvercrest Asset Management
New York
$15.8M -$37.1K -400 -0.2%
MWM
229
McNaughton Wealth Management
California
$15.4M +$13.5M +145,764 +732%
MAFA
230
MJT & Associates Financial Advisory
Minnesota
$15.4M +$15.4M +165,659 New
APP
231
Avantax Planning Partners
Iowa
$15.3M +$2.9M +31,235 +23%
MWP
232
Meridian Wealth Partners
Pennsylvania
$15.3M -$303K -3,266 -2%
SCA
233
Snowden Capital Advisors
New York
$15.3M +$329K +3,545 +2%
PCG
234
Prosperity Consulting Group
Maryland
$15.3M -$362K -3,904 -2%
LNWTC
235
Laird Norton Wetherby Trust Company
Washington
$15.3M – – –
RA
236
Rodgers & Associates
Pennsylvania
$15.3M -$478K -5,154 -3%
MFIM
237
Mesirow Financial Investment Management
Illinois
$15.2M -$106K -1,137 -0.7%
HSBC Holdings
238
HSBC Holdings
United Kingdom
$15.2M -$19.2M -206,343 -56%
WP
239
WealthShield Partners
North Carolina
$14.9M +$563K +6,065 +4%
CIA
240
Concurrent Investment Advisors
Florida
$14.8M -$13.6M -147,040 -48%
KG
241
Kilter Group
New York
$14.8M +$614K +6,612 +4%
Legacy Financial Group (Iowa)
242
Legacy Financial Group (Iowa)
Iowa
$14.7M +$73.8K +795 +0.5%
DIP
243
DT Investment Partners
Pennsylvania
$14.5M – – –
JIC
244
Johnson Investment Counsel
Ohio
$14.4M +$1.83M +19,668 +14%
CAL
245
Capital Advisors Ltd
Ohio
$14.4M +$63.1K +680 +0.4%
AIM
246
Acropolis Investment Management
Missouri
$14.4M -$44.1K -475 -0.3%
SFP
247
Sterling Financial Planning
New Jersey
$14.3M +$103K +1,107 +0.7%
TPI
248
Trust Point Inc
Wisconsin
$14.1M -$80.2K -864 -0.6%
JWA
249
JFS Wealth Advisors
Pennsylvania
$14.1M -$876K -9,437 -6%
KWM
250
Keebeck Wealth Management
Illinois
$14M +$2.02M +21,807 +17%
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