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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
24.51%
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 %
MGWM
701
Marks Group Wealth Management
Minnesota
$1.92M +$15.7K +169 +0.8%
CG
702
Corundum Group
Colorado
$1.9M -$556K -5,985 -23%
PFG
703
Pinnacle Financial Group
Illinois
$1.9M -$86.1K -927 -4%
SFC
704
Sprinkle Financial Consultants
Colorado
$1.9M +$201K +2,162 +12%
HIM
705
Hanlon Investment Management
New Jersey
$1.9M -$285K -3,069 -13%
BWP
706
Bernardo Wealth Planning
Pennsylvania
$1.89M – – –
KWM
707
Kaydan Wealth Management
Michigan
$1.89M +$186 +2 +0%
HCM
708
Hicks Capital Management
Ohio
$1.88M +$1.88M +20,303 New
HFS
709
Hopwood Financial Services
Virginia
$1.88M – – –
HCP
710
Holt Capital Partners
Texas
$1.88M – – –
CFO
711
Custos Family Office
Texas
$1.87M -$96.5K -1,039 -5%
KFAA
712
Klaas Financial Asset Advisors
Illinois
$1.87M -$64K -689 -3%
RCM
713
Raleigh Capital Management
North Carolina
$1.87M -$36K -388 -2%
PA
714
Procyon Advisors
Connecticut
$1.86M -$93K -1,002 -5%
BFA
715
Beacon Financial Advisory
Ohio
$1.86M -$36.2K -390 -2%
FCH
716
Freestone Capital Holdings
Washington
$1.86M +$186 +2 +0%
WT
717
Whittier Trust
California
$1.86M – – –
HCM
718
Highview Capital Management
Illinois
$1.86M -$2.69M -29,012 -59%
CWM
719
Cornerstone Wealth Management
Missouri
$1.86M -$4.27K -46 -0.2%
AWA
720
Alta Wealth Advisors
Massachusetts
$1.85M +$81.2K +875 +5%
MWM
721
Marietta Wealth Management
Georgia
$1.83M – – –
HKIMG
722
Hutchens & Kramer Investment Management Group
Indiana
$1.83M -$158K -1,697 -8%
LL
723
LPWM LLC
Minnesota
$1.81M -$19.1K -206 -1%
SDWMA
724
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.81M +$81.7K +880 +5%
TPWA
725
TRUE Private Wealth Advisors
Oregon
$1.8M -$532K -5,735 -23%
27 28
29
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