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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 %
WP
501
Wealthspan Partners
Iowa
$4.05M -$54.4K -586 -1%
VWM
502
Valley Wealth Managers
New Jersey
$4.03M -$206K -2,224 -5%
DAS
503
Diversify Advisory Services
Utah
$3.97M -$871K -9,198 -18%
MFC
504
Morris Financial Concepts
South Carolina
$3.94M -$8.73K -94 -0.2%
BIG
505
Bush Investment Group
Georgia
$3.82M +$50K +539 +1%
MWM
506
Mission Wealth Management
California
$3.79M -$51.2K -552 -1%
DWT
507
Dorsey & Whitney Trust
South Dakota
$3.79M -$1.23M -13,221 -24%
SI
508
Stephens Inc
Arkansas
$3.79M -$65.6K -707 -2%
OFG
509
Oxford Financial Group
Indiana
$3.74M +$191K +2,053 +5%
CAM
510
Concorde Asset Management
Michigan
$3.73M +$18.7K +202 +0.5%
IWM
511
IHT Wealth Management
Illinois
$3.73M -$38.2K -412 -1%
EB
512
Eastern Bank
Massachusetts
$3.71M -$364K -3,918 -9%
ST
513
Smithfield Trust
Pennsylvania
$3.69M -$38.5K -415 -1%
BIP
514
Bouvel Investment Partners
Pennsylvania
$3.66M +$101K +1,050 +3%
1CP
515
17 Capital Partners
Arizona
$3.64M +$187K +2,015 +5%
NA
516
Nottingham Advisors
New York
$3.62M -$897K -9,668 -20%
BCWM
517
Bartlett & Co Wealth Management
Ohio
$3.6M +$56.3K +607 +2%
JSL
518
JT Stratford LLC
Georgia
$3.59M +$285K +3,074 +9%
HCM
519
Hudson Capital Management
New Jersey
$3.59M +$1.12M +12,092 +46%
CC
520
Callan Capital
California
$3.56M -$33.5K -361 -0.9%
RB
521
Renasant Bank
Mississippi
$3.56M -$380K -4,089 -10%
VAM
522
Verity Asset Management
North Carolina
$3.56M +$1.76M +18,983 +98%
PAG
523
Private Advisory Group
Washington
$3.56M -$244K -2,627 -6%
TCA
524
Transcend Capital Advisors
New Jersey
$3.55M -$84.8K -913 -2%
WAG
525
Winthrop Advisory Group
Massachusetts
$3.55M -$595K -6,414 -14%
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