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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,804 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 104 funds opening new positions, 651 increasing their positions, 698 reducing their positions, and 102 closing their positions.

Holders
1,804
Holders Change
-41
Holders Change %
-2.22%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.53%
% of All Funds
2.54%
New
104
Increased
651
Reduced
698
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.46B
2
SW
2
SoFi Wealth
California
$172M
3
LPL Financial
3
LPL Financial
California
$1.76B
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$105M
5
FDP
5
Financiere des Professionnels
Quebec, Canada
$65.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$416M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$415M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.07B
5
Wells Fargo
5
Wells Fargo
California
$1.44B
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
51
MAI Capital Management
Ohio
$97.7M 1,052,213 -151,557 -13%
CC
52
Courier Capital
New York
$95.4M 1,027,464 -1,041 -0.1%
AAS
53
Avantax Advisory Services
Texas
$91.6M 986,934 +84,548 +9%
Comerica Bank
54
Comerica Bank
Texas
$91.4M 984,972 -4,219 -0.4%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$86.1M 927,442 +7,449 +0.8%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$84.2M 907,341 -7,651 -0.8%
LI
57
LVZ Inc
Michigan
$78.5M 845,630 -100,762 -11%
AG
58
Ascent Group
Virginia
$74.8M 806,123 +623,555 +342%
AWMS
59
Advocacy Wealth Management Services
Georgia
$74.7M 805,022 +85,780 +12%
KeyBank National Association
60
KeyBank National Association
Ohio
$70.4M 757,854 -26,595 -3%
PWM
61
Praetorian Wealth Management
California
$69.4M 747,180 +2,579 +0.3%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$68.5M 738,402 -32,537 -4%
Northern Trust
63
Northern Trust
Illinois
$68.2M 734,740 +2,079 +0.3%
MWM
64
Modera Wealth Management
New Jersey
$68.1M 733,688 -20,553 -3%
AWM
65
AE Wealth Management
Kansas
$67.7M 729,467 -28,981 -4%
AWS
66
Atria Wealth Solutions
New York
$66.7M 718,261 +8,649 +1%
FDP
67
Financiere des Professionnels
Quebec, Canada
$65.9M 710,000 +710,000 New
SL
68
Salomon & Ludwin
Virginia
$63.9M 687,847 -19,944 -3%
Two Sigma Investments
69
Two Sigma Investments
New York
$63.7M 686,231 -400,100 -37%
VA
70
Valmark Advisers
Ohio
$63.2M 680,388 -14,900 -2%
PAG
71
Private Advisor Group
New Jersey
$61.7M 664,252 +79,738 +14%
Creative Planning
72
Creative Planning
Kansas
$61.1M 658,567 +82,174 +14%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$60.4M 650,854 +45,013 +7%
SIA
74
Stegner Investment Associates
Kentucky
$59.2M 637,250 +6,076 +1%
KAS
75
Kestra Advisory Services
Texas
$58.9M 634,418 -23,986 -4%
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