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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 %
BWS
401
Buck Wealth Strategies
Colorado
$6.11M -$3.89M -41,940 -39%
CWAG
402
Compton Wealth Advisory Group
Virginia
$6.08M +$45.2K +487 +0.7%
WP
403
WealthPLAN Partners
Nebraska
$6.07M +$485K +5,229 +9%
AL
404
ACAS LLC
California
$6.06M -$272K -2,842 -4%
SW
405
Simplicity Wealth
New Jersey
$6.03M +$6.03M +64,946 New
FMN
406
Financial Management Network
California
$6.03M -$40.5K -482 -0.7%
NP
407
NorthRock Partners
Minnesota
$6M -$134K -1,447 -2%
BFG
408
Bleakley Financial Group
New Jersey
$5.94M -$151K -1,622 -2%
SIA
409
Soltis Investment Advisors
Utah
$5.87M +$475K +5,115 +9%
AFW
410
Atlantic Family Wealth
Florida
$5.87M +$107K +1,155 +2%
EA
411
Eclectic Associates
California
$5.85M -$21.9K -236 -0.4%
GFP
412
Gryphon Financial Partners
Ohio
$5.84M -$281K -3,026 -5%
CWM
413
Cranbrook Wealth Management
Michigan
$5.78M -$31.7K -342 -0.5%
CFG
414
Cosner Financial Group
Colorado
$5.73M +$87K +937 +2%
LWA
415
Lifelong Wealth Advisors
Minnesota
$5.73M +$90.4K +974 +2%
PA
416
PFG Advisors
Arizona
$5.72M +$423K +4,560 +8%
CWM
417
Cahaba Wealth Management
Georgia
$5.68M -$93.9K -1,012 -2%
TPWA
418
Twin Peaks Wealth Advisors
California
$5.64M +$809K +8,889 +17%
BAM
419
Belpointe Asset Management
Nevada
$5.63M -$3.78M -40,682 -40%
SVWG
420
Shared Vision Wealth Group
United States
$5.63M -$144K -1,551 -2%
CIAS
421
Capital Investment Advisory Services
North Carolina
$5.6M +$245K +2,634 +5%
SFC
422
Summit Financial Consulting
Michigan
$5.59M +$5.59M +60,236 New
PIMG
423
Patriot Investment Management Group
Tennessee
$5.59M – – –
AWP
424
Ascent Wealth Partners
New York
$5.56M +$119K +1,277 +2%
HWA
425
Heritage Wealth Advisors
Virginia
$5.55M +$2.14K +23 +0%
15 16
17
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