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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 %
IA
426
IFG Advisory
Georgia
$5.53M +$470K +5,059 +9%
ARC
427
Advisor Resource Council
Texas
$5.46M +$5.46M +58,825 New
KDA
428
Kraft Davis & Associates
Missouri
$5.42M -$1.17M -13,268 -18%
BWMG
429
Barnes Wealth Management Group
California
$5.4M +$245K +2,639 +5%
RFA
430
Rollins Financial Advisors
New York
$5.39M -$578K -6,228 -10%
LBC
431
Lowe Brockenbrough & Co
Virginia
$5.36M -$9.28K -100 -0.2%
LWP
432
Laurel Wealth Planning
Minnesota
$5.34M +$1.02K +11 +0%
TFA
433
Tobias Financial Advisors
Florida
$5.31M -$161K -1,734 -3%
MCA
434
MSH Capital Advisors
Arizona
$5.29M +$141K +1,523 +3%
LF
435
Lantz Financial
Illinois
$5.26M +$279K +3,004 +6%
NCM
436
Narwhal Capital Management
Georgia
$5.23M +$26.8K +289 +0.5%
AAS
437
Asset Allocation Strategies
Michigan
$5.19M -$1.04M -11,246 -17%
DBIA
438
Dumont & Blake Investment Advisors
New Jersey
$5.11M -$20.8K -224 -0.4%
EWM
439
Evercore Wealth Management
New York
$5.11M -$348K -3,750 -6%
FRA
440
FFG Retirement Advisors
Colorado
$5.05M -$314K -3,381 -6%
NFC
441
Northeast Financial Consultants
Connecticut
$5.03M +$144K +1,553 +3%
MCCA
442
Mill Creek Capital Advisors
Pennsylvania
$5.02M -$3.34K -36 -0.1%
IP
443
Investment Partners
Ohio
$5.01M -$62K -668 -1%
ACA
444
Aptus Capital Advisors
Alabama
$4.98M +$234K +2,524 +5%
GCM
445
Gallacher Capital Management
Colorado
$4.93M -$51K -549 -1%
RSF
446
Rik Saylor Financial
Ohio
$4.91M -$4.36K -47 -0.1%
GS
447
GWN Securities
Florida
$4.91M +$4.71M +49,934 +2,382%
GT
448
Glenmede Trust
Pennsylvania
$4.91M +$306K +3,297 +7%
TCG
449
Transcendent Capital Group
Oklahoma
$4.91M -$144K -1,553 -3%
HPM
450
Hoxton Planning & Management
West Virginia
$4.88M -$40.8K -439 -0.8%
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