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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 %
WIM
726
WealthPlan Investment Management
Nebraska
$1.8M +$169K +1,817 +10%
KWS
727
Keystone Wealth Services
California
$1.79M -$53K -571 -3%
TFGT
728
TS Financial Group (TSFG)
Illinois
$1.76M -$650 -7 -0%
EPP
729
ETF Portfolio Partners
Kansas
$1.76M -$91.3K -983 -5%
MCM
730
Manchester Capital Management
Vermont
$1.76M -$26.2K -282 -1%
ISFAN
731
Investor's Fiduciary Advisor Network
Washington
$1.75M -$128K -1,375 -7%
BHBT
732
Burke & Herbert Bank & Trust
Virginia
$1.74M -$20.4K -220 -1%
BCM
733
Becker Capital Management
Oregon
$1.73M +$1.51M +16,316 +702%
DC
734
Davenport & Co
Virginia
$1.72M +$538K +5,796 +45%
RIG
735
RiverFront Investment Group
Virginia
$1.72M +$6.03K +65 +0.4%
HP
736
Holistic Planning
Texas
$1.72M -$44.7K -481 -3%
HFS
737
Heritage Financial Services
Massachusetts
$1.72M -$31.3K -337 -2%
CPIA
738
Cornell Pochily Investment Advisors
New York
$1.72M -$87.1K -938 -5%
PIA
739
Perennial Investment Advisors
California
$1.71M +$28.2K +304 +2%
BW
740
Balance Wealth
Ohio
$1.71M +$1.71M +18,466 New
SAI
741
Savvy Advisors Inc
New York
$1.71M +$1.25M +13,454 +270%
ACM
742
Absolute Capital Management
Pennsylvania
$1.7M -$9.75K -105 -0.6%
FCAS
743
First Command Advisory Services
Texas
$1.69M -$42.5K -458 -2%
BC
744
Bowman & Company
Wisconsin
$1.69M -$1.11K -12 -0.1%
CAG
745
Crestwood Advisors Group
Massachusetts
$1.69M -$59.3K -639 -3%
HA
746
Helium Advisors
Washington
$1.69M +$3.99K +43 +0.2%
HPC
747
HM Payson & Co
Maine
$1.69M +$58K +625 +4%
CWS
748
Confluence Wealth Services
Pennsylvania
$1.67M -$39.8K -440 -2%
WH
749
Whitcomb & Hess
Ohio
$1.66M -$53.9K -581 -3%
MWM
750
Maripau Wealth Management
Indiana
$1.65M -$214K -2,308 -12%
28 29
30
31 32