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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 %
PWA
451
Peterson Wealth Advisors
Utah
$4.87M +$125K +1,489 +3%
CB
452
Commerce Bank
Missouri
$4.86M +$84.3K +908 +2%
KV
453
Kickstand Ventures
New York
$4.85M -$19.8K -213 -0.4%
SIA
454
SGL Investment Advisors
Montana
$4.84M +$1.04M +10,706 +27%
MYIA
455
Mount Yale Investment Advisors
Colorado
$4.81M -$487K -5,245 -9%
QWP
456
Quotient Wealth Partners
Texas
$4.78M -$29K -312 -0.6%
SOS
457
Silver Oak Securities
Tennessee
$4.77M -$432K -4,672 -8%
BMCM
458
Bryn Mawr Capital Management
Pennsylvania
$4.76M -$245K -2,642 -5%
CC
459
Copperleaf Capital
North Carolina
$4.75M +$115K +1,238 +2%
VCP
460
Verus Capital Partners
Arizona
$4.75M -$35.9K -387 -0.8%
JHCP
461
Jackson Hole Capital Partners
Oklahoma
$4.74M +$23.4K +252 +0.5%
MLA
462
My Legacy Advisors
Oregon
$4.73M +$82.5K +889 +2%
GM
463
GeoWealth Management
Illinois
$4.72M +$1.07M +11,578 +29%
SCA
464
St. Clair Advisors
Ohio
$4.72M -$12.6K -136 -0.3%
TNB
465
Thomasville National Bank
Georgia
$4.71M -$33.5K -361 -0.7%
RWRC
466
R.W. Roge & Company
New York
$4.7M -$424K -4,565 -8%
NAM
467
NTV Asset Management
West Virginia
$4.7M -$18.6K -200 -0.4%
CA
468
Capital Advantage
California
$4.69M – – –
GWP
469
Gateway Wealth Partners
Wisconsin
$4.66M +$208K +2,237 +5%
BCM
470
BTC Capital Management
Iowa
$4.66M -$44.6K -480 -0.9%
FCI
471
Financial Counselors Inc
Kansas
$4.66M +$1.3M +14,015 +39%
AIA
472
Arrow Investment Advisors
Maryland
$4.63M -$394K -4,249 -8%
UBG
473
United Bank (Georgia)
Georgia
$4.62M +$343K +3,694 +8%
FWA
474
Flagship Wealth Advisors
Massachusetts
$4.59M +$1.9M +20,472 +71%
TWP
475
Total Wealth Planning
Ohio
$4.58M -$193K -2,081 -4%
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