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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 %
WPC
526
Waters Parkerson & Co
Louisiana
$3.53M +$998K +10,750 +39%
KFA
527
Kapstone Financial Advisors
Ohio
$3.51M +$278K +2,994 +9%
MAV
528
Mason & Associates (Virginia)
Virginia
$3.51M -$21K -226 -0.6%
DWP
529
Daymark Wealth Partners
Ohio
$3.51M +$8.91K +96 +0.3%
WEG
530
World Equity Group
Illinois
$3.51M +$2.02M +21,745 +136%
RFA
531
RTD Financial Advisors
Pennsylvania
$3.51M -$251K -2,706 -7%
SWA
532
Stratos Wealth Advisors
Ohio
$3.5M -$8.37M -90,118 -71%
SC
533
Sierra Capital
Florida
$3.48M – – –
WFS
534
WealthGarden F.S.
California
$3.48M -$32.5K -350 -0.9%
FA
535
Faithward Advisors
Pennsylvania
$3.48M +$381K +4,102 +12%
HT
536
Heritage Trust
Oklahoma
$3.47M -$102K -1,098 -3%
PFA
537
Pinnacle Family Advisors
Missouri
$3.46M +$23.8K +256 +0.7%
GPW
538
Gray Private Wealth
Massachusetts
$3.41M -$78.9K -850 -2%
SF
539
SWP Financial
California
$3.4M -$11.6K -125 -0.3%
CCM
540
Colorado Capital Management
Colorado
$3.4M -$111K -1,201 -3%
GPWA
541
Great Point Wealth Advisors
Massachusetts
$3.39M – – –
NFG
542
Nations Financial Group
Iowa
$3.39M -$199K -2,141 -6%
RWS
543
Retirement Wealth Solutions
Wisconsin
$3.38M +$581K +6,261 +21%
IA
544
IFP Advisors
Florida
$3.32M -$2.25M -24,202 -40%
HIA
545
Harbor Investment Advisory
Maryland
$3.31M -$59K -636 -2%
MFG
546
Magnus Financial Group
New York
$3.3M +$113K +1,214 +4%
SCI
547
S&CO Inc
Massachusetts
$3.3M – – –
LC
548
Lindbrook Capital
California
$3.3M -$27.8K -300 -0.8%
EE
549
EWG Elevate
California
$3.29M +$1.23M +13,206 +59%
BFS
550
BridgePort Financial Solutions
Iowa
$3.29M +$5.38K +58 +0.2%
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