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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 %
SCM
476
Stordahl Capital Management
Colorado
$4.57M +$2.88K +31 +0.1%
FA
477
Flagstar Advisors
New York
$4.51M +$161K +1,736 +4%
TFF
478
The Family Firm
Maryland
$4.5M -$220K -2,369 -5%
XF
479
XML Financial
Maryland
$4.48M +$2.51K +27 +0.1%
TF
480
Theory Financial
Colorado
$4.44M +$117K +1,256 +3%
BJL
481
Brighton Jones LLC
Washington
$4.43M +$253K +2,723 +6%
PFS
482
Prospera Financial Services
Texas
$4.35M +$266K +2,862 +7%
BIM
483
Bridges Investment Management
Nebraska
$4.34M -$35.5K -382 -0.8%
NCM
484
Next Capital Management
New York
$4.34M +$37.7K +406 +0.9%
GLLW
485
Graves Light Lenhart Wealth
Virginia
$4.3M -$4.55K -49 -0.1%
SFS
486
Sowell Financial Services
Arkansas
$4.3M +$107K +1,158 +3%
ONB
487
Old National Bancorp
Indiana
$4.28M +$8.91K +96 +0.2%
Vontobel Holding
488
Vontobel Holding
Switzerland
$4.27M +$251K +2,708 +6%
BBHC
489
Brown Brothers Harriman & Co
New York
$4.27M -$15.9K -171 -0.4%
AMG
490
Asset Management Group
Connecticut
$4.23M -$117K -1,259 -3%
RWS
491
Resolute Wealth Strategies
Mississippi
$4.22M -$3.64M -39,228 -46%
CWM
492
Congress Wealth Management
Massachusetts
$4.2M +$3.05M +32,570 +266%
CAM
493
Carret Asset Management
New York
$4.19M +$15.2K +164 +0.4%
PPC
494
Park Place Capital
Alabama
$4.18M -$476K -5,128 -10%
CA
495
CWC Advisors
Oregon
$4.13M +$4.13M +44,526 New
AWE
496
Avidian Wealth Enterprises
Texas
$4.13M -$54.1K -583 -1%
CI
497
Conning Inc
Connecticut
$4.12M – – –
GCM
498
Graham Capital Management
Connecticut
$4.11M +$4.11M +44,310 New
MG
499
Mather Group
Illinois
$4.1M +$1.01M +10,888 +33%
Calamos Advisors
500
Calamos Advisors
Illinois
$4.09M -$881K -9,495 -18%
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