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iShares S&P 500 Growth ETF
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Overview Fund Activity

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

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 %
IAN
301
Integrated Advisors Network
Texas
$10.5M +$6.97M +75,118 +196%
MW
302
Maia Wealth
Colorado
$10.5M -$398K -4,371 -4%
FFWA
303
Forthright Family Wealth Advisory
Texas
$10.4M +$222K +2,392 +2%
BZWA
304
Blue Zone Wealth Advisors
California
$10.3M +$77.9K +839 +0.8%
Brown Advisory
305
Brown Advisory
Maryland
$10.3M +$420K +4,526 +4%
TCM
306
Traynor Capital Management
Pennsylvania
$10.1M -$257K -2,766 -2%
LFAS
307
Level Four Advisory Services
Texas
$10M -$353K -3,807 -3%
YIA
308
YHB Investment Advisors
Connecticut
$10M +$11.1K +120 +0.1%
PCIA
309
Prime Capital Investment Advisors
Kansas
$10M -$89.2K -961 -0.9%
LKWM
310
Lee-Kelleher Wealth Management
Maryland
$10M -$31.5K -339 -0.3%
VPP
311
Vertex Planning Partners
Illinois
$9.99M +$314K +3,380 +3%
PFG
312
Pacific Financial Group
Washington
$9.98M -$207K -2,230 -2%
AWP
313
Avid Wealth Partners
Texas
$9.94M -$624K -6,724 -6%
LSA
314
Lansing Street Advisors
Pennsylvania
$9.85M +$1.65M +17,749 +20%
BFM
315
Broadview Financial Management
Wisconsin
$9.79M -$41.4K -446 -0.4%
FAN
316
Financial Advisors Network
California
$9.77M -$167K -1,797 -2%
PWM
317
Perigon Wealth Management
California
$9.69M -$57.6K -621 -0.6%
HI
318
Harbour Investments
Wisconsin
$9.6M -$1.41M -15,198 -13%
SGWM
319
Sterling Group Wealth Management
California
$9.58M +$184K +1,984 +2%
SWMP
320
Signature Wealth Management Partners
New Jersey
$9.54M +$490K +5,275 +5%
SA
321
Sovran Advisors
California
$9.53M +$597K +6,747 +7%
HCM
322
Howard Capital Management
Georgia
$9.49M -$359K -3,872 -4%
FFBTD
323
First Financial Bank - Trust Division
Ohio
$9.32M -$251K -2,704 -3%
PBO
324
Peoples Bank (Ohio)
Ohio
$9.24M +$174K +1,872 +2%
EWM
325
EPG Wealth Management
Georgia
$9.15M +$45K +485 +0.5%
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