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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 %
RFM
876
Royal Fund Management
Florida
$1.14M +$258K +2,777 +29%
EA
877
Enclave Advisors
Texas
$1.13M – – –
USB
878
Union Savings Bank
Connecticut
$1.13M -$4.55K -49 -0.4%
AWM
879
Able Wealth Management
New Jersey
$1.12M -$24.5K -264 -2%
SNWA
880
Siligmueller & Norvid Wealth Advisors
Illinois
$1.11M -$49.2K -530 -4%
WA
881
Wealthstream Advisors
New York
$1.11M – – –
FWCM
882
Ferguson Wellman Capital Management
Oregon
$1.1M +$523K +5,639 +91%
CWP
883
CFM Wealth Partners
Texas
$1.1M -$2.41K -26 -0.2%
TTWM
884
TCV Trust & Wealth Management
Virginia
$1.1M – – –
LA
885
Latitude Advisors
Florida
$1.09M -$48.6K -524 -4%
BF
886
Blankinship & Foster
California
$1.09M -$216K -2,327 -17%
RDFA
887
Ritter Daniher Financial Advisory
Ohio
$1.08M -$2.69K -29 -0.2%
MAM
888
MMA Asset Management
Pennsylvania
$1.08M -$743 -8 -0.1%
TYCC
889
Texas Yale Capital Corp
Florida
$1.08M – – –
WB
890
WesBanco Bank
West Virginia
$1.08M +$73.4K +791 +7%
MMHP
891
Murphy Middleton Hinkle & Parker
Georgia
$1.07M +$464 +5 +0%
APW
892
Aurora Private Wealth
New Jersey
$1.07M +$371K +3,992 +53%
FWM
893
FFT Wealth Management
Pennsylvania
$1.07M +$76.2K +821 +8%
CP
894
Canopy Partners
Ohio
$1.07M +$64.9K +699 +6%
FIM
895
Freedom Investment Management
Connecticut
$1.07M +$551K +5,937 +107%
MAWA
896
Moss Adams Wealth Advisors
Washington
$1.06M – – –
TW
897
TritonPoint Wealth
Maryland
$1.06M +$68.9K +742 +7%
T
898
Transce3nd
Texas
$1.06M +$93.4K +1,007 +10%
CWG
899
Cornerstone Wealth Group
North Carolina
$1.06M -$135K -1,454 -11%
FCA
900
Fortis Capital Advisors
Kansas
$1.06M -$637K -6,863 -38%
34 35
36
37 38