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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 %
SVWAG
826
Sound View Wealth Advisors Group
Georgia
$1.29M -$7.24K -78 -0.6%
MCM
827
McDonough Capital Management
Florida
$1.28M – – –
CD
828
Chapin Davis
Maryland
$1.28M -$25K -269 -2%
BTWM
829
Brass Tax Wealth Management
Ohio
$1.28M +$6.31K +68 +0.5%
FCFC
830
First Commonwealth Financial Corp
Pennsylvania
$1.27M -$1.03M -11,043 -45%
SFP
831
Sandbox Financial Partners
Maryland
$1.27M -$12.7K -137 -1%
AFG
832
Atomi Financial Group
New York
$1.26M +$163K +1,761 +15%
DL
833
DOHJ LLC
Washington
$1.26M +$1.26M +13,549 New
Deutsche Bank
834
Deutsche Bank
Germany
$1.26M -$4.18K -45 -0.3%
WCM
835
Winthrop Capital Management
Indiana
$1.25M -$17.6K -190 -1%
BOH
836
Bank of Hawaii
Hawaii
$1.24M – – –
SFS
837
Summit Financial Strategies
Ohio
$1.24M – – –
SPF
838
South Plains Financial
Texas
$1.23M – – –
CA
839
Calton & Associates
Florida
$1.22M +$266K +2,870 +28%
WWA
840
Wealth Watch Advisors
Colorado
$1.22M -$16.3K -176 -1%
FA
841
Fermata Advisors
California
$1.22M -$61.1K -658 -5%
CCG
842
Catalina Capital Group
California
$1.22M -$143K -1,539 -11%
CCM
843
Cambridge Capital Management
Illinois
$1.22M -$83.6K -901 -6%
AA
844
Argent Advisors
Louisiana
$1.21M +$95.5K +1,029 +9%
CIR
845
Clear Investment Research
Georgia
$1.21M +$79.6K +857 +7%
QCG
846
Quadrant Capital Group
Ohio
$1.21M -$480K -5,176 -28%
TW
847
Towerpoint Wealth
California
$1.2M +$1.2M +12,942 New
Empower Advisory Group
848
Empower Advisory Group
Colorado
$1.2M -$9.65K -104 -0.8%
EWM
849
Empirical Wealth Management
Washington
$1.2M +$13.7K +148 +1%
AI
850
Arvest Investments
Arkansas
$1.19M -$4.63M -49,820 -79%
32 33
34
35 36