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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 %
SL
251
Sentinus LLC
Illinois
$13.9M +$1.21M +13,008 +10%
Natixis Advisors
252
Natixis Advisors
Massachusetts
$13.9M +$1.04M +11,215 +8%
TWM
253
TSA Wealth Management
Texas
$13.9M +$365K +3,930 +3%
COFSG
254
Carbahal Olsen Financial Services Group
California
$13.8M -$150K -1,615 -1%
TAM
255
TCP Asset Management
Ohio
$13.6M +$311K +3,347 +2%
William Blair & Company
256
William Blair & Company
Illinois
$13.6M +$166K +1,791 +1%
SA
257
Scarborough Advisors
Maryland
$13.5M +$211K +2,277 +2%
IW
258
Instrumental Wealth
Florida
$13.5M +$382K +4,060 +3%
CPSC
259
Carl P. Sherr & Co
Massachusetts
$13.3M -$81.5K -878 -0.6%
RSWM
260
Robertson Stephens Wealth Management
California
$13.3M -$3.5M -37,703 -21%
FTS
261
Fifth Third Securities
Ohio
$13.2M +$1.09M +11,733 +9%
I
262
INVST
Indiana
$13.2M -$9M -96,916 -41%
AFG
263
Albion Financial Group
Utah
$13.1M +$12.4M +133,747 +1,832%
ATPW
264
Ashton Thomas Private Wealth
Arizona
$13M -$2.7M -29,123 -17%
RIA
265
Regal Investment Advisors
Michigan
$12.9M +$540K +5,822 +4%
VAS
266
Vestmark Advisory Solutions
Massachusetts
$12.8M +$12.8M +137,985 New
CA
267
CoreCap Advisors
Michigan
$12.7M +$854K +9,196 +7%
LIA
268
LBMC Investment Advisors
Tennessee
$12.4M -$755K -8,132 -6%
MA
269
Mutual Advisors
Nebraska
$12.2M -$1.13M -11,980 -8%
AssetMark Inc
270
AssetMark Inc
California
$12.2M +$926K +9,974 +8%
CF
271
Centaurus Financial
California
$12.1M +$4.35M +46,861 +56%
GVAG
272
Great Valley Advisor Group
Delaware
$12.1M +$644K +6,933 +6%
PGFC
273
Peapack-Gladstone Financial Corp
New Jersey
$12.1M -$651K -7,015 -5%
ABTD
274
Arvest Bank Trust Division
Oklahoma
$12M -$42M -452,752 -78%
BHWM
275
Bay Harbor Wealth Management
Maryland
$12M +$1.07M +11,526 +10%
9 10
11
12 13