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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 %
ACM
776
Advisors Capital Management
New Jersey
$1.51M -$650K -7,007 -30%
CPIG
777
Chicago Partners Investment Group
Illinois
$1.51M +$368K +3,812 +32%
AAP
778
Arax Advisory Partners
Colorado
$1.51M +$1.09M +11,793 +266%
PB
779
Pinnacle Bancorp
Nebraska
$1.5M -$6.68K -72 -0.4%
SW
780
SlateStone Wealth
Florida
$1.48M +$37.2K +401 +3%
WPC
781
White Pine Capital
Minnesota
$1.48M -$4.46K -48 -0.3%
DWMS
782
Dominguez Wealth Management Solutions
Virginia
$1.47M +$928 +10 +0.1%
WCM
783
WealthTrak Capital Management
Virginia
$1.46M +$59.5K +641 +4%
ACI
784
Alpha Cubed Investments
California
$1.46M – – –
GWM
785
GSB Wealth Management
Connecticut
$1.45M -$4.27K -46 -0.3%
S
786
SignatureFD
Georgia
$1.45M +$24.1K +260 +2%
EWA
787
Evolution Wealth Advisors
Florida
$1.45M +$699K +7,530 +93%
SF
788
Summit Financial
New Jersey
$1.45M +$406K +4,369 +39%
LA
789
Legacy Advisors
Pennsylvania
$1.44M – – –
VPIM
790
Vanguard Personalized Indexing Management
California
$1.44M +$795K +8,569 +123%
TWP
791
Tempus Wealth Planning
California
$1.43M +$416K +4,479 +41%
ES
792
Eagle Strategies
New York
$1.43M +$39.5K +426 +3%
AEPWM
793
Atlantic Edge Private Wealth Management
Florida
$1.43M – – –
RFA
794
Resurgent Financial Advisors
Georgia
$1.42M +$29K +312 +2%
MOS
795
MGO One Seven
Ohio
$1.42M +$108K +1,164 +8%
FA
796
Fiducient Advisors
Illinois
$1.42M +$1.02K +11 +0.1%
CTC
797
Central Trust Company
Missouri
$1.41M -$37.4K -403 -3%
WTC
798
WhitTier Trust Company
Nevada
$1.41M +$1.05M +11,363 +299%
CRFG
799
Columbia River Financial Group
Washington
$1.41M +$20.3K +219 +1%
IA
800
Insight Advisors
Pennsylvania
$1.4M -$152K -1,637 -10%
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