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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 %
GG
576
GenWealth Group
New Jersey
$3.06M -$24.3K -262 -0.8%
B
577
Barings
North Carolina
$3.05M -$1.71M -18,437 -36%
BIG
578
Brookwood Investment Group
Arizona
$3.03M +$3.03M +32,593 New
AWA
579
Arete Wealth Advisors
Illinois
$3.01M +$334K +3,602 +12%
AWP
580
Axis Wealth Partners
Rhode Island
$3M +$1.12M +12,094 +60%
VFA
581
Valeo Financial Advisors
Indiana
$3M +$17.5K +188 +0.6%
CRI
582
Commonwealth Retirement Investments
Virginia
$3M +$64.7K +697 +2%
FW
583
FullCircle Wealth
Texas
$2.99M +$160K +1,702 +6%
SWM
584
StoneCrest Wealth Management
Arizona
$2.98M +$10.3K +111 +0.3%
SCA
585
Southern Capital Advisors
Tennessee
$2.96M -$498K -5,367 -14%
SIS
586
Sound Income Strategies
Florida
$2.95M +$140K +1,512 +5%
BCMLT
587
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.95M -$285K -3,071 -9%
PTC
588
Private Trust Company
Ohio
$2.93M -$84.8K -913 -3%
DWA
589
Dorsey Wright & Associates
California
$2.9M -$80.7K -869 -3%
HCC
590
Hirtle Callaghan & Co
Pennsylvania
$2.89M -$168K -1,809 -5%
RL
591
Rogco LP
Oklahoma
$2.88M +$14.4K +155 +0.5%
RRA
592
Round Rock Advisors
Connecticut
$2.88M +$14.2K +153 +0.5%
SPC
593
Spirepoint Private Client
Florida
$2.88M – – –
MGIA
594
Matthew Goff Investment Advisor
Texas
$2.87M +$138K +1,484 +5%
SF
595
Synovus Financial
Georgia
$2.85M -$300K -3,233 -10%
ICP
596
Interchange Capital Partners
Pennsylvania
$2.85M +$46.4K +500 +2%
GT
597
Glenview Trust
Kentucky
$2.83M -$142K -1,527 -5%
CSP
598
Cary Street Partners
Virginia
$2.82M +$46.9K +505 +2%
C1AG
599
Client 1st Advisory Group
Florida
$2.81M +$220K +2,368 +8%
LIA
600
LifePlan Investment Advisors
North Carolina
$2.79M +$478K +5,147 +21%
22 23
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