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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 %
AA
351
Ancora Advisors
Ohio
$7.84M +$863K +9,299 +12%
NBWM
352
North Berkeley Wealth Management
California
$7.8M +$275K +2,959 +4%
NCM
353
Novare Capital Management
North Carolina
$7.75M +$1.71M +18,409 +28%
WA
354
Win Advisors
Florida
$7.6M -$238K -2,565 -3%
WFAG
355
Wescott Financial Advisory Group
Pennsylvania
$7.59M +$302K +3,252 +4%
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$7.58M -$293K -3,528 -4%
ABWM
357
Alpine Bank Wealth Management
Colorado
$7.5M +$7.5M +80,797 New
TWM
358
Tradition Wealth Management
Minnesota
$7.46M +$150K +1,611 +2%
DADC
359
D.A. Davidson & Co
Montana
$7.44M +$103K +1,110 +1%
GWMR
360
GC Wealth Management RIA
Massachusetts
$7.41M – – –
QCM
361
Quantinno Capital Management
New York
$7.37M +$1.64M +17,637 +29%
GWP
362
Gen-Wealth Partners
Michigan
$7.3M -$58.2K -627 -0.8%
CFSG
363
Clark Financial Services Group
Missouri
$7.25M +$3.71M +39,955 +105%
HCA
364
Heck Capital Advisors
Wisconsin
$7.23M +$4.36K +47 +0.1%
TFG
365
Tilson Financial Group
New Jersey
$7.22M -$240K -2,588 -3%
EWA
366
Exencial Wealth Advisors
Oklahoma
$7.2M -$12.1K -130 -0.2%
QPWM
367
Quadrant Private Wealth Management
Pennsylvania
$7.13M +$654K +7,042 +10%
AR
368
Apeiron RIA
Texas
$7.12M -$5.14M -55,353 -42%
FWP
369
Firethorn Wealth Partners
Georgia
$7.02M +$81.8K +881 +1%
IAG
370
Investment Advisory Group
Massachusetts
$7M +$84.4K +909 +1%
SEIA
371
Signature Estate & Investment Advisors
California
$6.92M -$46.5K -501 -0.7%
OWCM
372
One Wealth Capital Management
Arizona
$6.87M -$161K -1,735 -2%
EIP
373
Ellis Investment Partners
Pennsylvania
$6.84M -$250K -2,693 -4%
CAI
374
Capital Advisors Inc
Oklahoma
$6.83M -$30.7M -330,511 -82%
KWM
375
KFG Wealth Management
Indiana
$6.82M -$2.61M -28,086 -28%
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