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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 %
RPGK
376
Retirement Planning Group (Kansas)
Kansas
$6.77M -$113K -1,212 -2%
HSWS
377
Higgins & Schmidt Wealth Strategies
Colorado
$6.77M -$219K -2,359 -3%
SCG
378
Sonata Capital Group
Washington
$6.77M -$190K -2,052 -3%
OC
379
Oppenheimer & Co
New York
$6.76M +$94.8K +1,021 +1%
COCM
380
Charter Oak Capital Management
New Hampshire
$6.74M +$64.4K +694 +1%
TCM
381
TABR Capital Management
California
$6.65M -$4.05M -43,658 -38%
MI
382
Moneywise Inc
Virginia
$6.64M +$300K +3,235 +5%
AC
383
Avestar Capital
New York
$6.63M -$1.08M -11,672 -14%
PWAC
384
Private Wealth Advisors (California)
California
$6.62M -$58K -625 -0.9%
FCC
385
Florin Court Capital
United Kingdom
$6.59M -$5.28M -56,900 -44%
PAS
386
PKS Advisory Services
New York
$6.57M -$85.6K -924 -1%
CWM
387
Centurion Wealth Management
Virginia
$6.5M – – –
SIAS
388
Summit Investment Advisory Services
Minnesota
$6.46M -$381K -4,100 -6%
PFGIA
389
Patriot Financial Group Insurance Agency
Massachusetts
$6.45M -$593K -6,391 -8%
VC
390
Vestor Capital
Illinois
$6.4M -$455K -4,897 -7%
RWM
391
RKL Wealth Management
Pennsylvania
$6.31M -$963K -10,377 -13%
GIM
392
Goelzer Investment Management
Indiana
$6.29M +$161K +1,729 +3%
SB
393
Strategic Blueprint
Georgia
$6.28M +$281K +3,025 +5%
FAM
394
Frontier Asset Management
Wyoming
$6.28M -$205K -2,209 -3%
EPW
395
Endeavor Private Wealth
Kansas
$6.27M +$2.1M +22,621 +50%
AG
396
AlTi Global
New York
$6.26M -$11K -119 -0.2%
AQR Capital Management
397
AQR Capital Management
Connecticut
$6.23M +$1.31M +14,132 +27%
GWAM
398
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.2M -$2.16M -23,262 -26%
SC
399
Sapient Capital
Indiana
$6.18M +$35.7K +385 +0.6%
TNBTD
400
Trustmark National Bank Trust Department
Mississippi
$6.17M -$10.7K -115 -0.2%
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