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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 %
Qube Research & Technologies (QRT)
801
Qube Research & Technologies (QRT)
United Kingdom
$1.4M -$14.6M -157,365 -91%
OPWM
802
Oxinas Partners Wealth Management
Indiana
$1.4M +$338K +3,638 +32%
IIC
803
Integrated Investment Consultants
Michigan
$1.39M +$3.81K +41 +0.3%
IWA
804
Inspirion Wealth Advisors
Illinois
$1.39M -$2.32K -25 -0.2%
PWM
805
Partners Wealth Management
California
$1.38M +$26.5K +285 +2%
ITB
806
Idaho Trust Bank
Idaho
$1.38M -$285K -3,075 -17%
HCMG
807
Howard Capital Management Group
California
$1.38M – – –
CA
808
Cornerstone Advisory
Maryland
$1.38M -$12.9K -134 -0.9%
GSWM
809
Golden State Wealth Management
California
$1.38M +$164K +1,767 +14%
WP
810
Westmount Partners
California
$1.37M -$2.79K -30 -0.2%
RWP
811
RWA Wealth Partners
Massachusetts
$1.36M -$464 -5 -0%
SFA
812
Semmax Financial Advisors
North Carolina
$1.36M +$55K +567 +4%
WA
813
WESPAC Advisors
California
$1.36M -$558K -6,014 -29%
FCFC
814
First Citizens Financial Corp
Iowa
$1.35M +$481K +5,186 +55%
HCMT
815
Highland Capital Management (Tennessee)
Tennessee
$1.35M +$53.7K +578 +4%
PS
816
Planned Solutions
California
$1.34M -$288K -3,098 -18%
AF
817
Advisornet Financial
Minnesota
$1.34M +$111K +1,192 +9%
DZ Bank
818
DZ Bank
Germany
$1.33M +$1.33M +14,348 New
GAM
819
Gemmer Asset Management
California
$1.33M +$20.1K +217 +2%
VC
820
Veracity Capital
Georgia
$1.31M +$21.5K +232 +2%
BP
821
BBR Partners
New York
$1.31M – – –
FA
822
Fedenia Advisers
Wisconsin
$1.31M -$27.3K -294 -2%
CAM
823
Clarity Asset Management
Iowa
$1.3M -$91.3K -983 -7%
PIM
824
Progressive Investment Management
Oregon
$1.3M -$37.1K -400 -3%
HBW
825
Hazlett, Burt & Watson
West Virginia
$1.29M +$295K +3,182 +30%
31 32
33
34 35