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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 %
CS
751
Capital Square
Tennessee
$1.64M +$73.5K +792 +5%
FLPIM
752
F.L. Putnam Investment Management
Massachusetts
$1.63M +$152K +1,642 +10%
FF
753
Finley Financial
Nevada
$1.62M -$28.4K -300 -2%
IMC
754
Investment Management Corporation
Virginia
$1.61M +$1.3K +14 +0.1%
AWM
755
Aprio Wealth Management
Georgia
$1.61M +$676K +7,279 +73%
MSWMA
756
Market Street Wealth Management Advisors
Indiana
$1.59M -$13.1K -141 -0.8%
AC
757
AWM Capital
Arizona
$1.59M – – –
ESB
758
Essex Savings Bank
Connecticut
$1.59M -$74.3K -800 -4%
AIA
759
Accelerate Investment Advisors
California
$1.58M +$25.3K +273 +2%
PPW
760
PACK Private Wealth
Minnesota
$1.58M – – –
NWA
761
Navis Wealth Advisors
New York
$1.58M +$1.67K +18 +0.1%
Vanguard Group
762
Vanguard Group
Pennsylvania
$1.58M -$61K -657 -4%
SPWG
763
Syntegra Private Wealth Group
Missouri
$1.58M -$22.1K -238 -1%
CFP
764
Comprehensive Financial Planning
Pennsylvania
$1.57M +$932K +10,041 +147%
NLP
765
Next Level Private
New York
$1.55M +$1.76K +19 +0.1%
D.E. Shaw & Co
766
D.E. Shaw & Co
New York
$1.54M +$1.54M +16,575 New
MSA
767
Marino Stram & Associates
Massachusetts
$1.54M +$12.3K +133 +0.8%
AWM
768
Axxcess Wealth Management
California
$1.54M +$39.2K +422 +3%
MSWM
769
McGlone Suttner Wealth Management
Wisconsin
$1.53M -$30K -323 -2%
RW
770
REDW Wealth
New Mexico
$1.53M +$84.9K +915 +6%
BFS
771
Bradley Foster & Sargent
Connecticut
$1.53M -$31.9K -344 -2%
FA
772
Fiduciary Alliance
South Carolina
$1.53M -$22.8K -246 -1%
VVP
773
Venture Visionary Partners
Ohio
$1.52M +$48.3K +520 +3%
SWM
774
Sendero Wealth Management
Texas
$1.51M – – –
BA
775
Bellwether Advisors
Nebraska
$1.51M -$114K -1,224 -7%
29 30
31
32 33