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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 %
TCBWMS
851
Texas Capital Bank Wealth Management Services
Texas
$1.19M -$89K -959 -7%
PWCM
852
Processus Wealth & Capital Management
Tennessee
$1.19M +$59.5K +641 +5%
FA
853
Fountainhead AM
New Jersey
$1.19M -$15.2K -164 -1%
GF
854
Gries Financial
Ohio
$1.19M -$1.05M -11,334 -47%
AIA
855
Arcadia Investment Advisors
Idaho
$1.19M -$19.4K -209 -2%
LFP
856
Lakeshore Financial Planning
Michigan
$1.19M +$190K +2,049 +19%
RA
857
Riversedge Advisors
Delaware
$1.18M +$1.3K +14 +0.1%
EW
858
Evoke Wealth
California
$1.18M +$51.1K +550 +5%
OAS
859
Optivise Advisory Services
Tennessee
$1.18M -$2.2M -23,716 -65%
CC
860
Cadinha & Co
Hawaii
$1.18M – – –
SCM
861
SOL Capital Management
Maryland
$1.17M -$74.3K -800 -6%
ZF
862
Zhang Financial
Michigan
$1.16M +$444K +4,785 +62%
CFG
863
Clayton Financial Group
Missouri
$1.16M – – –
QCM
864
QRG Capital Management
Illinois
$1.16M -$355K -3,822 -23%
NEPWA
865
New England Private Wealth Advisors
Massachusetts
$1.15M +$557 +6 +0%
AC
866
AlphaCore Capital
California
$1.15M +$1.15M +12,432 New
TF
867
Tompkins Financial
New York
$1.15M – – –
FT
868
Fiduciary Trust
Massachusetts
$1.15M +$318K +3,422 +38%
TIA
869
Tiemann Investment Advisors
California
$1.15M -$112K -1,204 -9%
KIG
870
Kessler Investment Group
Indiana
$1.15M -$33.8K -364 -3%
OFP
871
OFC Financial Planning
New Jersey
$1.15M -$22.3K -240 -2%
1SB
872
1ST Source Bank
Indiana
$1.15M -$15.2K -164 -1%
CFO
873
CVA Family Office
Colorado
$1.14M – – –
CWA
874
Crux Wealth Advisors
California
$1.14M -$65K -700 -5%
KA
875
Kovack Advisors
Florida
$1.14M +$30.7K +331 +3%
33 34
35
36 37