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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,804 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 104 funds opening new positions, 651 increasing their positions, 698 reducing their positions, and 102 closing their positions.

Holders
1,804
Holders Change
-41
Holders Change %
-2.22%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.53%
% of All Funds
2.54%
New
104
Increased
651
Reduced
698
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.46B
2
SW
2
SoFi Wealth
California
$172M
3
LPL Financial
3
LPL Financial
California
$1.76B
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$105M
5
FDP
5
Financiere des Professionnels
Quebec, Canada
$65.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$416M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$415M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.07B
5
Wells Fargo
5
Wells Fargo
California
$1.44B
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
26
HB Wealth Management
Georgia
$230M 2,479,175 -4,041 -0.2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$221M 2,377,360 +70,973 +3%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$197M 2,124,031 -5,796 -0.3%
NA
29
NewEdge Advisors
Louisiana
$186M 2,006,853 +149,006 +8%
Osaic Holdings
30
Osaic Holdings
Arizona
$184M 1,982,948 -19,225 -1%
SW
31
SoFi Wealth
California
$172M 1,857,008 +1,811,974 +4,024%
HighTower Advisors
32
HighTower Advisors
Illinois
$165M 1,778,980 -54,297 -3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$160M 1,724,958 +103,764 +6%
HNB
34
Huntington National Bank
Ohio
– – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$154M 1,659,880 +5,600 +0.3%
FIA
36
Foundations Investment Advisors
Arizona
$150M 1,616,055 +172,033 +12%
US Bancorp
37
US Bancorp
Minnesota
$149M 1,602,454 -56,020 -3%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$134M 1,368,850 +48,398 +4%
UFF
39
USA Financial Formulas
Michigan
$122M 1,315,807 +488,603 +59%
JC
40
JB Capital
Connecticut
$120M 1,298,034 +48,503 +4%
MGIA
41
Moneta Group Investment Advisors
Missouri
$116M 1,249,362 +64,755 +5%
Truist Financial
42
Truist Financial
North Carolina
$114M 1,229,043 +37,944 +3%
UCFA
43
United Capital Financial Advisors
Texas
$114M 1,228,174 -41,393 -3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$109M 1,177,743 +152,554 +15%
PRS
45
Pinkerton Retirement Specialists
Idaho
$105M 1,135,349 +747,194 +192%
MWA
46
Midland Wealth Advisors
Illinois
$105M 1,130,790 -25,977 -2%
MWM
47
Modern Wealth Management
Kansas
$103M 1,105,387 +229,167 +26%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$100M 1,082,461 +5,005 +0.5%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$100M 1,081,372 -276,276 -20%
CWM
50
Calamos Wealth Management
Illinois
$99.9M 1,075,698 +30,283 +3%
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