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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 %
HW
326
Hancock Whitney
Mississippi
$9.15M -$562K -6,049 -6%
BWM
327
BKM Wealth Management
Wisconsin
$9.13M -$303K -3,262 -3%
HFW
328
Horizon Family Wealth
Illinois
$9.09M +$212K +2,287 +2%
SQA
329
Simon Quick Advisors
New Jersey
$8.89M +$53.7K +579 +0.6%
TIAA Trust, National Association
330
TIAA Trust, National Association
North Carolina
$8.85M -$65.1K -701 -0.7%
HWM
331
Hobbs Wealth Management
Indiana
$8.79M +$335K +3,611 +4%
SWM
332
SigFig Wealth Management
California
$8.74M +$23.5K +254 +0.3%
USAA
333
United Services Automobile Association
Texas
$8.74M +$4.37M +47,166 +100%
KFP
334
KMG Fiduciary Partners
Ohio
$8.74M +$771K +8,306 +10%
PFP
335
Pinnacle Financial Partners
Tennessee
$8.62M +$1.59M +17,002 +23%
FP
336
Financial Perspectives
Minnesota
$8.6M -$73.8K -795 -0.9%
CCM
337
Coldstream Capital Management
Washington
$8.53M -$74.2K -799 -0.9%
Susquehanna International Group
338
Susquehanna International Group
Pennsylvania
$8.44M +$8.44M +90,950 New
Franklin Resources
339
Franklin Resources
California
$8.36M +$575K +6,199 +7%
ACA
340
Ascension Capital Advisors
Texas
$8.32M -$22.9K -247 -0.3%
SPAS
341
Spectrum Planning & Advisory Services
California
$8.31M +$470K +5,065 +6%
ECM
342
Evergreen Capital Management
Washington
$8.25M -$4.43M -47,716 -35%
ABC
343
Associated Banc-Corp
Wisconsin
$8.2M -$89.4K -963 -1%
SWC
344
Spectrum Wealth Counsel
Indiana
$8.1M +$105K +1,131 +1%
Jane Street
345
Jane Street
New York
$8.02M +$6.2M +66,819 +340%
TFCP
346
Twin Focus Capital Partners
Massachusetts
$8.02M -$4.18M -45,028 -34%
WFA
347
Wellspring Financial Advisors
Ohio
$8.01M -$789K -8,498 -9%
EPA
348
Element Pointe Advisors
Florida
$7.95M – – –
TVM
349
True Vision MN
Minnesota
$7.94M +$7.33K +79 +0.1%
FNBT
350
FineMark National Bank & Trust
Florida
$7.9M +$45.8K +493 +0.6%
12 13
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